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

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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   12,954,639 1,489,039 SH   SOLE   1,489,039 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   3,177,352 2,290 SH   SOLE   2,290 0 0
DOMINOS PIZZA INC COM 25754A201   6,753,414 19,496 SH   SOLE   19,496 0 0
FIVE BELOW INC COM 33829M101   6,575,142 37,175 SH   SOLE   37,175 0 0
FIVE9 INC COM 338307101   6,962,436 102,600 SH   SOLE   102,600 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   7,746,367 123,823 SH   SOLE   123,823 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854   5,286,943 88,440 SH   SOLE   88,440 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103   7,413,315 40,437 SH   SOLE   40,437 0 0
PAPA JOHNS INTL INC COM 698813102   4,708,132 57,200 SH   SOLE   57,200 0 0
PLANET FITNESS INC CL A 72703H101   5,697,634 72,305 SH   SOLE   72,305 0 0
SERVICENOW INC COM 81762P102   3,093,735 7,968 SH   SOLE   7,968 0 0