The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 INC | COM | 00724F101 | 20,597 | 91,040 | SH | SOLE | 91,040 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 8,297 | 143,193 | SH | SOLE | 143,193 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 13,672 | 9,103 | SH | SOLE | 9,103 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 10,153 | 38,659 | SH | SOLE | 38,659 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 9,850 | 239,314 | SH | SOLE | 239,314 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 12,825 | 178,623 | SH | SOLE | 178,623 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 26,012 | 142,111 | SH | SOLE | 142,111 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 7,683 | 66,140 | SH | SOLE | 66,140 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 6,403 | 65,592 | SH | SOLE | 65,592 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 7,144 | 26,687 | SH | SOLE | 26,687 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 6,637 | 65,348 | SH | SOLE | 65,348 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 15,008 | 178,478 | SH | SOLE | 178,478 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 3,835 | 27,996 | SH | SOLE | 27,996 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 25,086 | 243,695 | SH | SOLE | 243,695 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 9,060 | 36,367 | SH | SOLE | 36,367 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 8,336 | 39,543 | SH | SOLE | 39,543 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 21,832 | 165,469 | SH | SOLE | 165,469 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 952 | 3,340 | SH | SOLE | 3,340 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 3,771 | 37,926 | SH | SOLE | 37,926 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 16,027 | 295,918 | SH | SOLE | 295,918 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 307 | 296 | SH | SOLE | 296 | 0 | 0 | ||
| CABLE ONE INC | COM | 12685J105 | 290 | 354 | SH | SOLE | 354 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 382 | 11,024 | SH | SOLE | 11,024 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 739 | 5,635 | SH | SOLE | 5,635 | 0 | 0 | ||
| ROPER TECHNOLOGIES INC | COM | 776696106 | 536 | 2,010 | SH | SOLE | 2,010 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 374 | 10,170 | SH | SOLE | 10,170 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 207 | 3,253 | SH | SOLE | 3,253 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 636 | 11,143 | SH | SOLE | 11,143 | 0 | 0 | ||