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 INC COM 00724F101 18,021 54,640 SH   SOLE   54,640 0 0
AMAZON COM INC COM 023135106 19,883 10,760 SH   SOLE   10,760 0 0
GCI LIBERTY INC COM CLASS A 36164V305 146,389 2,066,187 SH   SOLE   2,066,187 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 6,158 55,523 SH   SOLE   55,523 0 0
IAC INTERACTIVECORP COM 44919P508 31,519 126,526 SH   SOLE   126,526 0 0
IQVIA HLDGS INC COM 46266C105 17,426 112,780 SH   SOLE   112,780 0 0
MICROSOFT CORP COM 594918104 12,529 79,448 SH   SOLE   79,448 0 0
PAYPAL HLDGS INC COM 70450Y103 3,427 31,678 SH   SOLE   31,678 0 0
SALESFORCE COM INC COM 79466L302 4,553 27,996 SH   SOLE   27,996 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3,704 30,255 SH   SOLE   30,255 0 0
VISA INC COM CL A 92826C839 24,821 132,099 SH   SOLE   132,099 0 0
MASTERCARD INC CL A 57636Q104 14,741 49,370 SH   SOLE   49,370 0 0
TRANSDIGM GROUP INC COM 893641100 28,628 51,122 SH   SOLE   51,122 0 0
NEVRO CORP COM 64157F103 27,961 237,883 SH   SOLE   237,883 0 0
INTERXION HOLDING N.V SHS N47279109 4,147 49,476 SH   SOLE   49,476 0 0
ATLASSIAN CORP PLC CL A G06242104 4,899 40,709 SH   SOLE   40,709 0 0
CLARIVATE ANALYTICS PLC COM G21810109 48,034 2,859,171 SH   SOLE   2,859,171 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 38,750 801,615 SH   SOLE   801,615 0 0
JPMORGAN CHASE & CO COM 46625H100 14,106 101,192 SH   SOLE   101,192 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 3,016 127,260 SH   SOLE   127,260 0 0
FACEBOOK INC CL A 30303M102 1,198 5,835 SH   SOLE   5,835 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 3,336 135,289 SH   SOLE   135,289 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 11,450 160,212 SH   SOLE   160,212 0 0
GLOBAL PMTS INC COM 37940X102 11,459 62,770 SH   SOLE   62,770 0 0
DANAHER CORPORATION COM 235851102 523 3,410 SH   SOLE   3,410 0 0
MSCI INC COM 55354G100 13,469 52,168 SH   SOLE   52,168 0 0
CHURCHILL DOWNS INC COM 171484108 16,642 121,301 SH   SOLE   121,301 0 0
SIMPLY GOOD FOODS CO COM 82900L102 3,001 105,164 SH   SOLE   105,164 0 0
HEICO CORP NEW COM 422806109 5,708 50,000 SH   SOLE   50,000 0 0
HEICO CORP NEW CL A 422806208 2,364 26,407 SH   SOLE   26,407 0 0
CANADIAN NAT RES LTD COM 136385101 13,601 420,430 SH   SOLE   420,430 0 0
ALPHABET INC CAP STK CL C 02079K107 421 315 SH   SOLE   315 0 0
CABLE ONE INC COM 12685J105 527 354 SH   SOLE   354 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 340 700 SH   SOLE   700 0 0
D R HORTON INC COM 23331A109 582 11,024 SH   SOLE   11,024 0 0
FRONTDOOR INC COM 35905A109 241 5,085 SH   SOLE   5,085 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 258 5,891 SH   SOLE   5,891 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 644 2,190 SH   SOLE   2,190 0 0
ROPER TECHNOLOGIES INC COM 776696106 722 2,038 SH   SOLE   2,038 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 393 10,170 SH   SOLE   10,170 0 0
SQUARE INC CL A 852234103 214 3,418 SH   SOLE   3,418 0 0
T MOBILE US INC COM 872590104 255 3,253 SH   SOLE   3,253 0 0
UNITEDHEALTH GROUP INC COM 91324P102 844 2,871 SH   SOLE   2,871 0 0
VAIL RESORTS INC COM 91879Q109 685 2,858 SH   SOLE   2,858 0 0
XPO LOGISTICS INC COM 983793100 888 11,143 SH   SOLE   11,143 0 0
FERRARI N V COM N3167Y103 1,162 7,021 SH   SOLE   7,021 0 0
SMARTSHEET INC COM CL A 83200N103 86 1,917 SH   SOLE   1,917 0 0