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 |
ADOBE INC | COM | 00724F101 | 39,178 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 42,993 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
EVENTBRITE INC | COM CL A | 29975E109 | 11,693 | 1,364,457 | SH | SOLE | 1,364,457 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 115,317 | 860,000 | SH | SOLE | 860,000 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 90,048 | 358,000 | SH | SOLE | 358,000 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 172,304 | 1,390,000 | SH | SOLE | 1,390,000 | 0 | 0 | ||
LKQ CORP | COM | 501889208 | 67,858 | 2,590,000 | SH | SOLE | 2,590,000 | 0 | 0 | ||
MOODYS CORP | COM | 615369105 | 126,376 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 91,461 | 1,674,182 | SH | SOLE | 1,674,182 | 0 | 0 | ||
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 7,925 | 412,556 | SH | SOLE | 412,556 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 27,628 | 62,500 | SH | SOLE | 62,500 | 0 | 0 | ||
VARONIS SYS INC | COM | 922280102 | 67,245 | 760,000 | SH | SOLE | 760,000 | 0 | 0 | ||
VERISIGN INC | COM | 92343E102 | 114,377 | 553,000 | SH | SOLE | 553,000 | 0 | 0 | ||
WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 11,800 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 60,200 | 680,000 | SH | SOLE | 680,000 | 0 | 0 |