The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADOBE INC | COM | 00724F101 | 76,127 | 285,664 | SH | SOLE | 285,664 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 52,992 | 29,758 | SH | SOLE | 29,758 | 0 | 0 | ||
| ANGI HOMESERVICES INC | COM CL A | 00183L102 | 13,390 | 867,214 | SH | SOLE | 867,214 | 0 | 0 | ||
| FAIR ISAAC CORP | COM | 303250104 | 128,748 | 473,982 | SH | SOLE | 473,982 | 0 | 0 | ||
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 20,602 | 667,817 | SH | SOLE | 667,817 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 71,998 | 342,669 | SH | SOLE | 342,669 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 20,804 | 135,891 | SH | SOLE | 135,891 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 105,118 | 1,402,691 | SH | SOLE | 1,402,691 | 0 | 0 | ||
| MARRIOTT VACTINS WORLDWID CO | COM | 57164Y107 | 28,359 | 303,305 | SH | SOLE | 303,305 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 46,552 | 394,706 | SH | SOLE | 394,706 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 63,049 | 176,827 | SH | SOLE | 176,827 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 15,450 | 517,598 | SH | SOLE | 517,598 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 57,034 | 549,247 | SH | SOLE | 549,247 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 33,168 | 482,653 | SH | SOLE | 482,653 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 52,019 | 799,429 | SH | SOLE | 799,429 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 13,861 | 589,324 | SH | SOLE | 589,324 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 85,351 | 1,235,185 | SH | SOLE | 1,235,185 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 67,101 | 711,039 | SH | SOLE | 711,039 | 0 | 0 | ||
| UNION PACIFIC CORP | COM | 907818108 | 26,083 | 155,996 | SH | SOLE | 155,996 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 17,802 | 113,975 | SH | SOLE | 113,975 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 33,147 | 279,961 | SH | SOLE | 279,961 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 72,459 | 834,976 | SH | SOLE | 834,976 | 0 | 0 | ||
| WORLDPAY INC | CL A | 981558109 | 128,866 | 1,135,379 | SH | SOLE | 1,135,379 | 0 | 0 | ||