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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 16,746 73,860 SH   SOLE   73,860 0 0
ALPHABET INC CAP STK CL A 02079K305 17,057 8,270 SH   SOLE   8,270 0 0
BLACK KNIGHT INC COM 09215C105 17,795 240,510 SH   SOLE   240,510 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 40,538 65,700 SH   SOLE   65,700 0 0
FIVE BELOW INC COM 33829M101 11,581 60,700 SH   SOLE   60,700 0 0
MICROSOFT CORP COM 594918104 16,978 72,010 SH   SOLE   72,010 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 10,446 120,070 SH   SOLE   120,070 0 0
PAYPAL HLDGS INC COM 70450Y103 37,247 153,380 SH   SOLE   153,380 0 0
SERVICENOW INC COM 81762P102 10,772 21,540 SH   SOLE   21,540 0 0
TRANSDIGM GROUP INC COM 893641100 25,774 43,840 SH   SOLE   43,840 0 0
VAIL RESORTS INC COM 91879Q109 12,976 44,490 SH   SOLE   44,490 0 0
VISA INC COM CL A 92826C839 29,227 138,040 SH   SOLE   138,040 0 0