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
AVANTOR INC COM 05352A100 11,522 634,801 SH   SOLE   634,801 0 0
BLACK KNIGHT INC COM 09215C105 9,749 151,200 SH   SOLE   151,200 0 0
DISNEY WALT CO COM DISNEY 254687106 14,029 97,000 SH   SOLE   97,000 0 0
FAIR ISAAC CORP COM 303250104 9,817 26,200 SH   SOLE   26,200 0 0
GCI LIBERTY INC COM CLASS A 36164V305 14,737 208,000 SH   SOLE   208,000 0 0
GLOBAL PMTS INC COM 37940X102 12,049 66,000 SH   SOLE   66,000 0 0
GODADDY INC CL A 380237107 9,387 138,200 SH   SOLE   138,200 0 0
GOOSEHEAD INS INC COM CL A 38267D109 7,262 171,277 SH   SOLE   171,277 0 0
IAA INC COM 449253103 9,704 206,200 SH   SOLE   206,200 0 0
INTERXION HOLDING N.V SHS N47279109 10,966 130,843 SH   SOLE   130,843 0 0
KAR AUCTION SVCS INC COM 48238T109 7,076 324,724 SH   SOLE   324,724 0 0
LIVERAMP HLDGS INC COM 53815P108 14,854 309,018 SH   SOLE   309,018 0 0
PEGASYSTEMS INC COM 705573103 12,664 159,000 SH   SOLE   159,000 0 0
SHERWIN WILLIAMS CO COM 824348106 6,857 11,750 SH   SOLE   11,750 0 0
TRINET GROUP INC COM 896288107 8,548 151,000 SH   SOLE   151,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 14,758 227,500 SH   SOLE   227,500 0 0