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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 81,397 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 87,737 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 15,417 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 85,902 | 515,000 | SH | SOLE | 515,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 115,558 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 113,988 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| GROCERY OUTLET HLDG CORP | COM | 39874R101 | 17,170 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 55,338 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 18,117 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 63,878 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||
| TRACTOR SUPPLY CO | COM | 892356106 | 71,868 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 20,710 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| WABTEC | COM | 929740108 | 63,772 | 1,325,000 | SH | SOLE | 1,325,000 | 0 | 0 | ||