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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 22,307 | 139,280 | SH | SOLE | 139,280 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 17,783 | 60,560 | SH | SOLE | 60,560 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 17,245 | 397,350 | SH | SOLE | 397,350 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 13,587 | 210,724 | SH | SOLE | 210,724 | 0 | 0 | ||
| FIRSTSERVICE CORP NEW | COM | 33767E202 | 14,618 | 157,018 | SH | SOLE | 157,018 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 3,006 | 42,424 | SH | SOLE | 42,424 | 0 | 0 | ||
| IAA INC | COM | 449253103 | 7,332 | 155,800 | SH | SOLE | 155,800 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C BRAVES GRP | 531229888 | 21,706 | 734,801 | SH | SOLE | 734,801 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 18,922 | 158,000 | SH | SOLE | 158,000 | 0 | 0 | ||
| SEAWORLD ENTMT INC | COM | 81282V100 | 24,312 | 766,700 | SH | SOLE | 766,700 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 7,268 | 188,000 | SH | SOLE | 188,000 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 9,202 | 15,770 | SH | SOLE | 15,770 | 0 | 0 | ||
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 3,708 | 40,900 | SH | SOLE | 40,900 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 17,487 | 284,800 | SH | SOLE | 284,800 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 11,037 | 73,700 | SH | SOLE | 73,700 | 0 | 0 | ||