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 25,769 291,674 SH   SOLE   0 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 17,455 26,385 SH   SOLE   0 0 0
CLARIVATE PLC ORD SHS G21810109 25,711 865,388 SH   SOLE   0 0 0
COMMSCOPE HLDG CO INC COM 20337X109 12,060 900,000 SH   SOLE   0 0 0
COSTAR GROUP INC COM 22160N109 24,833 26,867 SH   SOLE   0 0 0
FACEBOOK INC CL A 30303M102 22,370 81,895 SH   SOLE   0 0 0
FAIR ISAAC CORP COM 303250104 20,015 39,166 SH   SOLE   0 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 7,533 53,249 SH   SOLE   0 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 24,147 88,504 SH   SOLE   0 0 0
NEW YORK TIMES CO CL A 650111107 13,366 258,186 SH   SOLE   0 0 0
REALPAGE INC COM 75606N109 34,002 389,748 SH   SOLE   0 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 23,719 388,143 SH   SOLE   0 0 0
SMARTSHEET INC COM CL A 83200N103 22,551 325,458 SH   SOLE   0 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 15,641 215,000 SH   SOLE   0 0 0
WORKDAY INC CL A 98138H101 24,176 100,899 SH   SOLE   0 0 0
ZENDESK INC COM 98936J101 21,819 152,451 SH   SOLE   0 0 0