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
ALPHABET INC CAP STK CL C 02079K107 8,177 7,896 SH   SOLE   7,896 0 0
ARAMARK COM 03852U106 9,586 330,880 SH   SOLE   330,880 0 0
BANDWIDTH INC COM CL A 05988J103 5,337 130,966 SH   SOLE   130,966 0 0
CHURCHILL DOWNS INC COM 171484108 20,393 83,600 SH   SOLE   83,600 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 31,904 1,063,107 SH   SOLE   1,063,107 0 0
GCI LIBERTY INC COM CLASS A 36164V305 20,373 494,974 SH   SOLE   494,974 0 0
IHS MARKIT LTD SHS G47567105 10,279 214,275 SH   SOLE   214,275 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,879 52,678 SH   SOLE   52,678 0 0
KKR & CO INC CL A 48251W104 20,662 1,052,568 SH   SOLE   1,052,568 0 0
LKQ CORP COM 501889208 13,101 552,097 SH   SOLE   552,097 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 5,675 72,164 SH   SOLE   72,164 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 9,926 61,314 SH   SOLE   61,314 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 6,006 58,347 SH   SOLE   58,347 0 0
TYLER TECHNOLOGIES INC COM 902252105 6,857 36,900 SH   SOLE   36,900 0 0