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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 79,756 | 76,900 | SH | SOLE | 76,900 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 90,889 | 1,634,400 | SH | SOLE | 1,634,400 | 0 | 0 | ||
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 56,035 | 995,301 | SH | SOLE | 995,301 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 28,340 | 601,700 | SH | SOLE | 601,700 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 49,253 | 23,675 | SH | SOLE | 23,675 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 48,970 | 157,350 | SH | SOLE | 157,350 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 112,274 | 2,560,995 | SH | SOLE | 2,560,995 | 0 | 0 | ||
| DROPBOX INC | CL A | 26210C104 | 781 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| ENERGOUS CORP | COM | 29272C103 | 754 | 47,037 | SH | SOLE | 47,037 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 72,209 | 451,900 | SH | SOLE | 451,900 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 33,590 | 392,000 | SH | SOLE | 392,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 31,184 | 1,010,823 | SH | SOLE | 1,010,823 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 88,961 | 974,700 | SH | SOLE | 974,700 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 31,231 | 815,000 | SH | SOLE | 815,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 65,537 | 863,800 | SH | SOLE | 863,800 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 48,427 | 416,400 | SH | SOLE | 416,400 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 71,098 | 1,398,200 | SH | SOLE | 1,398,200 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 67,586 | 408,500 | SH | SOLE | 408,500 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 88,730 | 1,060,100 | SH | SOLE | 1,060,100 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 72,591 | 236,500 | SH | SOLE | 236,500 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 101,330 | 847,100 | SH | SOLE | 847,100 | 0 | 0 | ||
| WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 47,308 | 310,846 | SH | SOLE | 310,846 | 0 | 0 | ||