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
ACTIVISION BLIZZARD INC CMN COM 00507V109 716 11,300 SH   SOLE   11,300 0 0
ADOBE SYSTEMS INC CMN COM 00724F101 5,258 30,000 SH   SOLE   30,000 0 0
ALPHABET INC. CMN CLASS C COM CL C 02079K107 12,034 11,500 SH   SOLE   11,500 0 0
ALTERYX, INC. CMN CLASS A COM CL A 02156B103 809 32,000 SH   SOLE   32,000 0 0
AMAZON.COM INC CMN COM 023135106 27,249 23,300 SH   SOLE   23,300 0 0
AMERICAN OUTDOOR BRANDS CORP COM 02874P103 4,841 377,000 SH   SOLE   377,000 0 0
AMERICAN TOWER CORPORATION CMN COM 03027X100 1,199 8,400 SH   SOLE   8,400 0 0
APOLLO GLOBAL MGMT LLC CL A SHS SHS 037612306 5,623 168,000 SH   SOLE   168,000 0 0
APPIAN CORPORATION CMN COM 03782L101 1,386 44,000 SH   SOLE   44,000 0 0
ATLASSIAN CORPORATION PLC CMN CLASS A COM CL A G06242104 547 12,000 SH   SOLE   12,000 0 0
AUTODESK INC COM 052769106 20,757 198,000 SH   SOLE   198,000 0 0
CHASE CORP CMN COM 16150R104 717 5,950 SH   SOLE   5,950 0 0
CHURCHILL DOWNS INC CMN COM 171484108 256 1,100 SH   SOLE   1,100 0 0
COLLIERS INTERNATIONAL GROUP INC CMN COM 194693107 1,189 19,700 SH   SOLE   19,700 0 0
ELECTRONIC ARTS INC COM 285512109 8,405 80,000 SH   SOLE   80,000 0 0
FIRSTSERVICE CORPORATION CMN CLASS COM 33767E103 2,308 33,000 SH   SOLE   33,000 0 0
GODADDY.COM, INC. CMN CLASS A COM CL A 380237107 202 4,000 SH   SOLE   4,000 0 0
GUIDEWIRE SOFTWARE INC CMN COM 40171V100 687 9,250 SH   SOLE   9,250 0 0
INTERCONTINENTAL EXCHANGE INC CMN COM 45866F104 953 13,500 SH   SOLE   13,500 0 0
INTL BUSINESS MACHINES CORP CMN COM 459200101 798 5,200 SH   SOLE   5,200 0 0
IQVIA HOLDINGS INC. CMN COM 46266C105 4,504 46,000 SH   SOLE   46,000 0 0
JD.COM, INC. SPONSORED ADR CMN COM 47215P106 435 10,500 SH   SOLE   10,500 0 0
KKR & CO. L.P. CMN COM 48248M102 759 36,000 SH   SOLE   36,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP COM 531229888 1,445 65,000 SH   SOLE   65,000 0 0
LIBERTY MEDIA CORP LIBERTY FORMULA ONE COMMON STOCK COM 531229870 524 16,000 SH   SOLE   16,000 0 0
LIVE NATION ENTERTAINMENT INC CMN COM 538034109 462 10,850 SH   SOLE   10,850 0 0
MADISON SQUARE GARDEN COMPANY COM CL A 55825T103 1,455 6,900 SH   SOLE   6,900 0 0
MICROSOFT CORP COM 594918104 62,230 727,500 SH   SOLE   727,500 0 0
MIMECAST LTD CMN COM G14838109 803 28,000 SH   SOLE   28,000 0 0
NEW YORK TIMES CO.A CMN CLASS A COM CL A 650111107 315 17,000 SH   SOLE   17,000 0 0
SALESFORCE.COM, INC CMN COM 79466L302 317 3,100 SH   SOLE   3,100 0 0
SBA COMMUNICATIONS CORPORATION CMN COM 78410G104 327 2,000 SH   SOLE   2,000 0 0
SERVICENOW INC CMN COM 81762P102 522 4,000 SH   SOLE   4,000 0 0
SHOPIFY INC CMN CLASS A COM CL A 82509L107 606 6,000 SH   SOLE   6,000 0 0
STAR GROUP L P UNIT LTD PARTNR COM 85512C105 1,500 139,500 SH   SOLE   139,500 0 0
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 30,739 280,000 SH   SOLE   280,000 0 0
TWITTER INC COM 90184L102 3,458 144,000 SH   SOLE   144,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 11,023 50,000 SH   SOLE   50,000 0 0
VAIL RESORTS INC COM 91879Q109 14,810 69,700 SH   SOLE   69,700 0 0
VISA INC. CMN CLASS A COM CL A 92826C839 457 4,000 SH   SOLE   4,000 0 0
WATSCO INC. CMN COM 942622200 1,208 7,100 SH   SOLE   7,100 0 0
WORKDAY, INC. CMN CLASS A COM 98138H101 631 6,200 SH   SOLE   6,200 0 0