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 |
| BOOKING HLDGS INC | COM | 09857L108 | 50,617 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 69,928 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 38,169 | 1,410,000 | SH | SOLE | 1,410,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 92,119 | 328,000 | SH | SOLE | 328,000 | 0 | 0 | ||
| IHS MARKIT LTD | SHS | G47567105 | 54,162 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 102,657 | 985,000 | SH | SOLE | 985,000 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | 46,568 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 89,553 | 319,900 | SH | SOLE | 319,900 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 39,116 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| VARONIS SYS INC | COM | 922280102 | 32,519 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 62,912 | 362,500 | SH | SOLE | 362,500 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 64,102 | 720,000 | SH | SOLE | 720,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 30,385 | 655,000 | SH | SOLE | 655,000 | 0 | 0 | ||