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
BALL CORP COM 058498106 7,457 88,000 SH   SOLE   88,000 0 0
BLACK KNIGHT INC COM 09215C105 7,399 100,000 SH   SOLE   100,000 0 0
CANNAE HLDGS INC COM 13765N107 4,358 110,000 SH   SOLE   110,000 0 0
CINTAS CORP COM 172908105 7,509 22,000 SH   SOLE   22,000 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 13,096 550,000 SH   SOLE   550,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 10,557 40,000 SH   SOLE   40,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 9,459 63,000 SH   SOLE   63,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 12,462 35,000 SH   SOLE   35,000 0 0
MICROSOFT CORP COM 594918104 12,024 51,000 SH   SOLE   51,000 0 0
MOODYS CORP COM 615369105 7,107 23,800 SH   SOLE   23,800 0 0
NEOGAMES S A SHS L6673X107 10,194 285,000 SH   SOLE   285,000 0 0
SHERWIN WILLIAMS CO COM 824348106 9,594 13,000 SH   SOLE   13,000 0 0
SMARTSHEET INC COM CL A 83200N103 6,392 100,000 SH   SOLE   100,000 0 0
TRANSDIGM GROUP INC COM 893641100 12,346 21,000 SH   SOLE   21,000 0 0
WORKDAY INC CL A 98138H101 6,211 25,000 SH   SOLE   25,000 0 0
XPEL INC COM 98379L100 5,193 100,000 SH   SOLE   100,000 0 0
ZENDESK INC COM 98936J101 7,360 55,500 SH   SOLE   55,500 0 0