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 | 14,682 | 80,017 | SH | SOLE | 80,017 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 27,401 | 13,246 | SH | SOLE | 13,246 | 0 | 0 | ||
| API GROUP CORP | COM STK | 00187Y100 | 36,555 | 1,767,640 | SH | SOLE | 1,767,640 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 20,135 | 532,945 | SH | SOLE | 532,945 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 28,813 | 389,416 | SH | SOLE | 389,416 | 0 | 0 | ||
| CANNAE HLDGS INC | COM | 13765N107 | 12,469 | 314,715 | SH | SOLE | 314,715 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 24,493 | 225,513 | SH | SOLE | 225,513 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 28,005 | 138,215 | SH | SOLE | 138,215 | 0 | 0 | ||
| FERGUSON PLC NEW | SHS | G3421J106 | 22,653 | 188,568 | SH | SOLE | 188,568 | 0 | 0 | ||
| FIRSTSERVICE CORP NEW | COM | 33767E202 | 25,839 | 174,006 | SH | SOLE | 174,006 | 0 | 0 | ||
| IAA INC | COM | 449253103 | 10,768 | 195,282 | SH | SOLE | 195,282 | 0 | 0 | ||
| IAC INTERACTIVECORP NEW | COM | 44891N109 | 22,049 | 101,932 | SH | SOLE | 101,932 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 3,694 | 24,605 | SH | SOLE | 24,605 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM C BRAVES GRP | 531229888 | 15,580 | 560,019 | SH | SOLE | 560,019 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 14,000 | 73,617 | SH | SOLE | 73,617 | 0 | 0 | ||
| MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | 12,643 | 70,452 | SH | SOLE | 70,452 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 12,206 | 157,901 | SH | SOLE | 157,901 | 0 | 0 | ||
| PORCH GROUP INC | COM | 733245104 | 8,945 | 505,370 | SH | SOLE | 505,370 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 24,419 | 69,200 | SH | SOLE | 69,200 | 0 | 0 | ||
| SEAWORLD ENTMT INC | COM | 81282V100 | 13,092 | 263,572 | SH | SOLE | 263,572 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 13,523 | 193,540 | SH | SOLE | 193,540 | 0 | 0 | ||