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 A | 02079K305 | 47,076 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 47,197 | 866,000 | SH | SOLE | 866,000 | 0 | 0 | ||
| BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 28,923 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 67,647 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 23,337 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| FOX CORP | CL A COM | 35137L105 | 50,966 | 1,388,331 | SH | SOLE | 1,388,331 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 36,542 | 486,000 | SH | SOLE | 486,000 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | 21,881 | 771,000 | SH | SOLE | 771,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 25,593 | 217,000 | SH | SOLE | 217,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 64,588 | 622,000 | SH | SOLE | 622,000 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 37,503 | 576,000 | SH | SOLE | 576,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 33,030 | 134,000 | SH | SOLE | 134,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 67,191 | 148,000 | SH | SOLE | 148,000 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 7,606 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 72,160 | 462,000 | SH | SOLE | 462,000 | 0 | 0 | ||