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
CARGURUS INC COM CL A 141788109 23,304 581,728 SH   SOLE   581,728 0 0
CARVANA CO CL A 146869102 18,981 326,929 SH   SOLE   326,929 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 23,315 67,208 SH   SOLE   67,208 0 0
COPART INC COM 217204106 21,080 347,919 SH   SOLE   347,919 0 0
COTT CORP QUE COM 22163N106 17,920 1,226,565 SH   SOLE   1,226,565 0 0
CREE INC COM 225447101 13,198 230,662 SH   SOLE   230,662 0 0
FAIR ISAAC CORP COM 303250104 33,792 124,404 SH   SOLE   124,404 0 0
INSULET CORP COM 45784P101 23,050 242,399 SH   SOLE   242,399 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 21,784 249,821 SH   SOLE   249,821 0 0
NEW YORK TIMES CO CL A 650111107 19,388 590,203 SH   SOLE   590,203 0 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 24,138 1,157,714 SH   SOLE   1,157,714 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 15,725 336,717 SH   SOLE   336,717 0 0
SERVICENOW INC COM 81762P102 22,612 91,736 SH   SOLE   91,736 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 24,277 381,174 SH   SOLE   381,174 0 0
WORKDAY INC CL A 98138H101 21,107 109,448 SH   SOLE   109,448 0 0
ZOETIS INC CL A 98978V103 22,316 221,678 SH   SOLE   221,678 0 0