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
ALPHABET INC CAP STK CL A 02079K305 28,315 10,591 SH   SOLE   10,591 0 0
BLACK KNIGHT INC COM 09215C105 31,658 439,695 SH   SOLE   439,695 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 50,568 69,504 SH   SOLE   69,504 0 0
FIVE BELOW INC COM 33829M101 30,854 174,504 SH   SOLE   174,504 0 0
MERIDIANLINK INC COMMON STOCK 58985J105 22,523 1,007,281 SH   SOLE   1,007,281 0 0
MICROSOFT CORP COM 594918104 14,340 50,864 SH   SOLE   50,864 0 0
PAYPAL HLDGS INC COM 70450Y103 32,095 123,344 SH   SOLE   123,344 0 0
SEMLER SCIENTIFIC INC COM 81684M104 19,637 157,056 SH   SOLE   157,056 0 0
SERVICENOW INC COM 81762P102 31,001 49,820 SH   SOLE   49,820 0 0
TRANSDIGM GROUP INC COM 893641100 36,417 58,308 SH   SOLE   58,308 0 0
VAIL RESORTS INC COM 91879Q109 27,552 82,479 SH   SOLE   82,479 0 0
VISA INC COM CL A 92826C839 31,462 141,244 SH   SOLE   141,244 0 0