The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 21,627 | 475,000 | SH | SOLE | 1 | 475,000 | 0 | 0 | |
| ADOBE INC | COM | 00724F101 | 24,517 | 92,000 | SH | SOLE | 1 | 92,000 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 51,633 | 283,000 | SH | SOLE | 1 | 283,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 36,505 | 20,500 | SH | SOLE | 1 | 20,500 | 0 | 0 | |
| BOOKING HLDGS INC | COM | 09857L108 | 58,280 | 33,400 | SH | SOLE | 1 | 33,400 | 0 | 0 | |
| CDK GLOBAL INC | COM | 12508E101 | 25,880 | 439,994 | SH | SOLE | 1 | 439,994 | 0 | 0 | |
| CINTAS CORP | COM | 172908105 | 24,657 | 122,000 | SH | SOLE | 1 | 122,000 | 0 | 0 | |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 22,460 | 310,000 | SH | SOLE | 1 | 310,000 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 18,059 | 103,000 | SH | SOLE | 1 | 103,000 | 0 | 0 | |
| ENTERCOM COMMUNICATIONS CORP | CL A | 293639100 | 18,350 | 3,495,200 | SH | SOLE | 1 | 3,495,200 | 0 | 0 | |
| EQUIFAX INC | COM | 294429105 | 36,498 | 308,000 | SH | SOLE | 1 | 308,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 43,506 | 261,000 | SH | SOLE | 1 | 261,000 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 27,618 | 112,000 | SH | SOLE | 1 | 112,000 | 0 | 0 | |
| IHS MARKIT LTD | SHS | G47567105 | 23,329 | 429,000 | SH | SOLE | 1 | 429,000 | 0 | 0 | |
| INTELSAT S A | COM | L5140P101 | 10,442 | 666,800 | SH | SOLE | 1 | 666,800 | 0 | 0 | |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 20,101 | 264,000 | SH | SOLE | 1 | 264,000 | 0 | 0 | |
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 83,770 | 2,390,000 | SH | SOLE | 1 | 2,390,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 31,824 | 770,000 | SH | SOLE | 1 | 770,000 | 0 | 0 | |
| MSCI INC | COM | 55354G100 | 28,931 | 145,500 | SH | SOLE | 1 | 145,500 | 0 | 0 | |
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 42,178 | 1,413,000 | SH | SOLE | 1 | 1,413,000 | 0 | 0 | |
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 109,136 | 1,713,553 | SH | SOLE | 1 | 1,713,553 | 0 | 0 | |
| STARS GROUP INC | COM | 85570W100 | 58,448 | 3,338,000 | SH | SOLE | 1 | 3,338,000 | 0 | 0 | |
| TRINET GROUP INC | COM | 896288107 | 26,166 | 438,000 | SH | SOLE | 1 | 438,000 | 0 | 0 | |
| UNITED RENTALS INC | COM | 911363109 | 36,903 | 323,000 | SH | SOLE | 1 | 323,000 | 0 | 0 | |