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
BLACK KNIGHT INC COM 09215C105 17,175 295,815 SH   SOLE   295,815 0 0
CAE INC COM 124765108 3,862 305,341 SH   SOLE   305,341 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 14,532 33,306 SH   SOLE   33,306 0 0
CLARIVATE ANALYTICS PLC COM G21810109 14,405 694,223 SH   SOLE   694,223 0 0
COPART INC COM 217204106 5,288 77,179 SH   SOLE   77,179 0 0
FACEBOOK INC CL A 30303M102 17,192 103,071 SH   SOLE   103,071 0 0
FAIR ISAAC CORP COM 303250104 20,919 67,988 SH   SOLE   67,988 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 7,982 65,618 SH   SOLE   65,618 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 16,831 90,229 SH   SOLE   90,229 0 0
NEW YORK TIMES CO CL A 650111107 15,589 507,629 SH   SOLE   507,629 0 0
REALPAGE INC COM 75606N109 11,909 225,000 SH   SOLE   225,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 8,799 200,797 SH   SOLE   200,797 0 0