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 8,084 109,252 SH   SOLE   109,252 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 750 1,216 SH   SOLE   1,216 0 0
CLARIVATE PLC ORD SHS G21810109 11,433 433,222 SH   SOLE   433,222 0 0
COMMSCOPE HLDG CO INC COM 20337X109 9,348 608,562 SH   SOLE   608,562 0 0
EVENTBRITE INC COM CL A 29975E109 15,201 685,961 SH   SOLE   685,961 0 0
EXPEDIA GROUP INC COM NEW 30212P303 9,294 54,000 SH   SOLE   54,000 0 0
FACEBOOK INC CL A 30303M102 16,275 55,256 SH   SOLE   55,256 0 0
FAIR ISAAC CORP COM 303250104 5,954 12,249 SH   SOLE   12,249 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 12,386 46,107 SH   SOLE   46,107 0 0
NEW YORK TIMES CO CL A 650111107 10,001 197,573 SH   SOLE   197,573 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 9,696 149,171 SH   SOLE   149,171 0 0
SMARTSHEET INC COM CL A 83200N103 7,981 124,855 SH   SOLE   124,855 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 809 11,584 SH   SOLE   11,584 0 0
VULCAN MATLS CO COM 929160109 16,028 94,982 SH   SOLE   94,982 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 6,105 220,000 SH   SOLE   220,000 0 0
WORKDAY INC CL A 98138H101 8,303 33,423 SH   SOLE   33,423 0 0
ZENDESK INC COM 98936J101 13,445 101,377 SH   SOLE   101,377 0 0