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
ADVANCE AUTO PARTS INC COM 00751Y106 7,467 80,017 SH   SOLE   80,017 0 0
ALPHABET INC CAP STK CL C 02079K107 12,712 10,932 SH   SOLE   10,932 0 0
ARAMARK COM 03852U106 9,455 473,482 SH   SOLE   473,482 0 0
BLACK KNIGHT INC COM 09215C105 10,888 187,538 SH   SOLE   187,538 0 0
CANNAE HLDGS INC COM 13765N107 5,577 166,515 SH   SOLE   166,515 0 0
FIRSTSERVICE CORP NEW COM 33767E202 15,143 196,381 SH   SOLE   196,381 0 0
GCI LIBERTY INC COM CLASS A 36164V305 2,417 42,424 SH   SOLE   42,424 0 0
IAA INC COM 449253103 9,260 309,075 SH   SOLE   309,075 0 0
IAC INTERACTIVECORP COM 44919P508 8,742 48,773 SH   SOLE   48,773 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 11,408 598,540 SH   SOLE   598,540 0 0
LOWES COS INC COM 548661107 9,725 113,017 SH   SOLE   113,017 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 11,554 54,652 SH   SOLE   54,652 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 6,341 21,064 SH   SOLE   21,064 0 0
SEAWORLD ENTMT INC COM 81282V100 10,212 926,644 SH   SOLE   926,644 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 8,974 332,379 SH   SOLE   332,379 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 15,359 350,508 SH   SOLE   350,508 0 0