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
APPIAN CORP CL A 03782L101 12,842 270,348 SH   SOLE   270,348 0 0
BLACK KNIGHT INC COM 09215C105 6,415 105,061 SH   SOLE   105,061 0 0
CARGURUS INC COM CL A 141788109 2,071 66,900 SH   SOLE   66,900 0 0
CASA SYS INC COM 14713L102 2,317 294,996 SH   SOLE   294,996 0 0
FGL HLDGS ORD SHS G3402M102 20,267 2,539,719 SH   SOLE   2,539,719 0 0
FRONTDOOR INC COM 35905A109 22,117 455,368 SH   SOLE   455,368 0 0
HENRY SCHEIN INC COM 806407102 11,589 182,500 SH Put SOLE   182,500 0 0
INSTRUCTURE INC COM 45781U103 10,704 276,300 SH   SOLE   276,300 0 0
KIRBY CORP COM 497266106 21,736 264,552 SH   SOLE   264,552 0 0
NEW YORK TIMES CO CL A 650111107 14,306 502,301 SH   SOLE   502,301 0 0
PALO ALTO NETWORKS INC COM 697435105 9,356 45,900 SH   SOLE   45,900 0 0
PTC INC COM 69370C100 13,179 193,300 SH   SOLE   193,300 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 5,589 389,500 SH   SOLE   389,500 0 0
STARS GROUP INC COM 85570W100 7,761 518,091 SH   SOLE   518,091 0 0
TRINITY INDS INC COM 896522109 21,624 1,098,775 SH   SOLE   1,098,775 0 0
TRUPANION INC COM 898202106 12,501 491,783 SH   SOLE   491,783 0 0