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
ANGI HOMESERVICES INC COM CL A 00183L102 28,469 1,212,483 SH   SOLE   1,212,483 0 0
INTERXION HOLDING N.V SHS N47279109 20,386 302,918 SH   SOLE   302,918 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 24,147 298,926 SH   SOLE   298,926 0 0
XPO LOGISTICS INC COM 983793100 28,972 253,764 SH   SOLE   253,764 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 33,986 246,291 SH   SOLE   246,291 0 0
GCI LIBERTY INC COM CLASS A 36164V305 12,304 241,250 SH   SOLE   241,250 0 0
GODADDY INC CL A 380237107 18,960 227,368 SH   SOLE   227,368 0 0
PAYPAL HLDGS INC COM 70450Y103 19,964 227,282 SH   SOLE   227,282 0 0
MICROSOFT CORP COM 594918104 22,605 197,648 SH   SOLE   197,648 0 0
ALTABA INC COM 021346101 12,986 190,630 SH   SOLE   190,630 0 0
VISA INC COM CL A 92826C839 24,986 166,469 SH   SOLE   166,469 0 0
IAC INTERACTIVECORP COM 44919P508 33,659 155,311 SH   SOLE   155,311 0 0
JPMORGAN CHASE & CO COM 46625H100 15,504 137,401 SH   SOLE   137,401 0 0
PLANET FITNESS INC CL A 72703H101 6,637 122,845 SH   SOLE   122,845 0 0
FERRARI N V COM N3167Y103 14,307 104,502 SH   SOLE   104,502 0 0
IQVIA HLDGS INC COM 46266C105 12,698 97,868 SH   SOLE   97,868 0 0
ADOBE SYS INC COM 00724F101 24,901 92,240 SH   SOLE   92,240 0 0
EXACT SCIENCES CORP COM 30063P105 6,183 78,340 SH   SOLE   78,340 0 0
OKTA INC CL A 679295105 5,347 75,999 SH   SOLE   75,999 0 0
ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 1,282 75,793 SH   SOLE   75,793 0 0
MSCI INC COM 55354G100 12,435 70,092 SH   SOLE   70,092 0 0
VAIL RESORTS INC COM 91879Q109 18,995 69,219 SH   SOLE   69,219 0 0
MASTERCARD INCORPORATED CL A 57636Q104 14,292 64,200 SH   SOLE   64,200 0 0
ANTHEM INC COM 036752103 17,580 64,148 SH   SOLE   64,148 0 0
ROPER TECHNOLOGIES INC COM 776696106 17,897 60,419 SH   SOLE   60,419 0 0
MARATHON PETE CORP COM 56585A102 4,807 60,116 SH   SOLE   60,116 0 0
UNITEDHEALTH GROUP INC COM 91324P102 13,878 52,165 SH   SOLE   52,165 0 0
TRANSDIGM GROUP INC COM 893641100 16,121 43,300 SH   SOLE   43,300 0 0
SALESFORCE COM INC COM 79466L302 4,452 27,996 SH   SOLE   27,996 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 8,415 26,686 SH   SOLE   26,686 0 0
DOMINOS PIZZA INC COM 25754A201 7,841 26,597 SH   SOLE   26,597 0 0
S&P GLOBAL INC COM 78409V104 4,195 21,470 SH   SOLE   21,470 0 0
BURLINGTON STORES INC COM 122017106 2,802 17,200 SH   SOLE   17,200 0 0
ATLASSIAN CORP PLC CL A G06242104 1,417 14,734 SH   SOLE   14,734 0 0
BOJANGLES INC COM 097488100 217 13,800 SH   SOLE   13,800 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 761 12,270 SH   SOLE   12,270 0 0
VEEVA SYS INC CL A COM 922475108 1,241 11,400 SH   SOLE   11,400 0 0
SQUARE INC CL A 852234103 1,100 11,118 SH   SOLE   11,118 0 0
D R HORTON INC COM 23331A109 465 11,024 SH   SOLE   11,024 0 0
AMAZON COM INC COM 023135106 20,036 10,003 SH   SOLE   10,003 0 0
ALPHABET INC CAP STK CL C 02079K107 8,557 7,170 SH   SOLE   7,170 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 210 5,891 SH   SOLE   5,891 0 0
FACEBOOK INC CL A 30303M102 927 5,635 SH   SOLE   5,635 0 0
DIGITAL RLTY TR INC COM 253868103 562 5,000 SH   SOLE   5,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,088 3,340 SH   SOLE   3,340 0 0
T MOBILE US INC COM 872590104 228 3,253 SH   SOLE   3,253 0 0
CABLE ONE INC COM 12685J105 313 354 SH   SOLE   354 0 0