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
ADOBE SYSTEMS INCORPORATED COM 00724F101 140,234 295,000 SH   SOLE   295,000 0 0
ALTICE USA INC CL A 02156K103 78,885 2,425,000 SH   SOLE   2,425,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 40,646 1,390,090 SH   SOLE   1,390,090 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 57,963 1,250,000 SH   SOLE   1,250,000 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 70,716 7,100,000 SH   SOLE   7,100,000 0 0
EVENTBRITE INC COM CL A 29975E109 43,914 1,981,680 SH   SOLE   1,981,680 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 31,625 390,000 SH   SOLE   390,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 109,227 727,452 SH   SOLE   727,452 0 0
LKQ CORP COM 501889208 80,427 1,900,000 SH   SOLE   1,900,000 0 0
MOODYS CORP COM 615369105 150,798 505,000 SH   SOLE   505,000 0 0
MSCI INC COM 55354G100 70,080 167,143 SH   SOLE   167,143 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 23,588 925,000 SH   SOLE   925,000 0 0
TRANSDIGM GROUP INC COM 893641100 126,403 215,000 SH   SOLE   215,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 68,955 1,265,000 SH   SOLE   1,265,000 0 0
VERISIGN INC COM 92343E102 94,003 472,945 SH   SOLE   472,945 0 0
VISA INC COM CL A 92826C839 82,575 390,000 SH   SOLE   390,000 0 0
WABTEC COM 929740108 111,616 1,410,000 SH   SOLE   1,410,000 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 82,397 360,000 SH   SOLE   360,000 0 0