The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYS INC COM 00724F101 23,260 95,402 SH   SOLE   95,402 0 0
ALTABA INC COM 021346101 25,770 351,992 SH   SOLE   351,992 0 0
AMAZON COM INC COM 023135106 18,373 10,809 SH   SOLE   10,809 0 0
ANTHEM INC COM 036752103 8,823 37,066 SH   SOLE   37,066 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,184 4,040 SH   SOLE   4,040 0 0
IAC INTERACTIVECORP COM 44919P508 23,830 156,271 SH   SOLE   156,271 0 0
IQVIA HLDGS INC COM 46266C105 7,609 76,226 SH   SOLE   76,226 0 0
JPMORGAN CHASE & CO COM 46625H100 15,317 146,999 SH   SOLE   146,999 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 8,902 28,697 SH   SOLE   28,697 0 0
MICROSOFT CORP COM 594918104 17,053 172,938 SH   SOLE   172,938 0 0
PAYPAL HLDGS INC COM 70450Y103 20,073 241,059 SH   SOLE   241,059 0 0
S&P GLOBAL INC COM 78409V104 10,107 49,570 SH   SOLE   49,570 0 0
SALESFORCE COM INC COM 79466L302 4,967 36,412 SH   SOLE   36,412 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 1,335 22,440 SH   SOLE   22,440 0 0
VAIL RESORTS INC COM 91879Q109 19,763 72,077 SH   SOLE   72,077 0 0
VISA INC COM CL A 92826C839 22,690 171,310 SH   SOLE   171,310 0 0
XPO LOGISTICS INC COM 983793100 37,902 378,339 SH   SOLE   378,339 0 0
FERRARI N V COM N3167Y103 22,050 163,323 SH   SOLE   163,323 0 0
GODADDY INC CL A 380237107 15,043 213,068 SH   SOLE   213,068 0 0
DOMINOS PIZZA INC COM 25754A201 4,937 17,497 SH   SOLE   17,497 0 0
ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 1,382 73,280 SH   SOLE   73,280 0 0
UNITEDHEALTH GROUP INC COM 91324P102 9,520 38,802 SH   SOLE   38,802 0 0
ALPHABET INC CAP STK CL C 02079K107 1,774 1,590 SH   SOLE   1,590 0 0
NUTANIX INC CL A 67059N108 4,492 87,100 SH   SOLE   87,100 0 0
GCI LIBERTY INC COM CLASS A 36164V305 11,286 250,346 SH   SOLE   250,346 0 0
PLANET FITNESS INC CL A 72703H101 5,563 126,606 SH   SOLE   126,606 0 0
INTERXION HOLDING N.V SHS N47279109 19,783 316,930 SH   SOLE   316,930 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 30,715 259,504 SH   SOLE   259,504 0 0
TRANSDIGM GROUP INC COM 893641100 11,735 34,000 SH   SOLE   34,000 0 0
OKTA INC CL A 679295105 7,188 142,699 SH   SOLE   142,699 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 24,741 312,547 SH   SOLE   312,547 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 15,099 981,723 SH   SOLE   981,723 0 0
ROPER TECHNOLOGIES INC COM 776696106 14,383 52,129 SH   SOLE   52,129 0 0
MASTERCARD INCORPORATED CL A 57636Q104 12,518 63,700 SH   SOLE   63,700 0 0
MSCI INC COM 55354G100 11,546 69,792 SH   SOLE   69,792 0 0
CABLE ONE INC COM 12685J105 519 708 SH   SOLE   708 0 0
D R HORTON INC COM 23331A109 904 22,048 SH   SOLE   22,048 0 0
FACEBOOK INC CL A 30303M102 2,190 11,270 SH   SOLE   11,270 0 0
JELD-WEN HLDG INC COM 47580P103 209 7,294 SH   SOLE   7,294 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 416 11,782 SH   SOLE   11,782 0 0
SQUARE INC CL A 852234103 421 6,836 SH   SOLE   6,836 0 0
T MOBILE US INC COM 872590104 389 6,506 SH   SOLE   6,506 0 0