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
ADOBE INC COM 00724F101 12,659 29,081 SH   SOLE   29,081 0 0
ALPHABET INC CAP STK CL A 02079K305 28,416 20,039 SH   SOLE   20,039 0 0
AUTODESK INC COM 052769106 25,425 106,298 SH   SOLE   106,298 0 0
BLACK KNIGHT INC COM 09215C105 27,267 375,790 SH   SOLE   375,790 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 61,843 121,251 SH   SOLE   121,251 0 0
GODADDY INC CL A 380237107 39,534 539,120 SH   SOLE   539,120 0 0
MICROSOFT CORP COM 594918104 42,619 209,420 SH   SOLE   209,420 0 0
PAYPAL HLDGS INC COM 70450Y103 52,028 298,618 SH   SOLE   298,618 0 0
SERVICENOW INC COM 81762P102 20,311 50,143 SH   SOLE   50,143 0 0
TRANSDIGM GROUP INC COM 893641100 37,650 85,172 SH   SOLE   85,172 0 0
VAIL RESORTS INC COM 91879Q109 16,610 91,186 SH   SOLE   91,186 0 0
VISA INC COM CL A 92826C839 52,072 269,566 SH   SOLE   269,566 0 0