The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | 60,841 | 31,000 | SH | SOLE | 31,000 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 100,898 | 760,000 | SH | SOLE | 760,000 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 32,113 | 310,001 | SH | SOLE | 310,001 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 94,064 | 328,000 | SH | SOLE | 328,000 | 0 | 0 | ||
IHS MARKIT LTD | SHS | G47567105 | 56,848 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 131,884 | 1,260,000 | SH | SOLE | 1,260,000 | 0 | 0 | ||
LKQ CORP | COM | 501889208 | 56,138 | 1,785,000 | SH | SOLE | 1,785,000 | 0 | 0 | ||
MOODYS CORP | COM | 615369105 | 79,884 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
VARONIS SYS INC | COM | 922280102 | 38,259 | 640,000 | SH | SOLE | 640,000 | 0 | 0 | ||
VERISIGN INC | COM | 92343E102 | 36,783 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 62,354 | 362,500 | SH | SOLE | 362,500 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 52,474 | 720,000 | SH | SOLE | 720,000 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 26,689 | 895,000 | SH | SOLE | 895,000 | 0 | 0 |