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 | 209,932 | 200,900 | SH | SOLE | 200,900 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 71,273 | 221,000 | SH | SOLE | 221,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 132,029 | 3,877,500 | SH | SOLE | 3,877,500 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 125,938 | 2,635,785 | SH | SOLE | 2,635,785 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 173,158 | 10,240,000 | SH | SOLE | 10,240,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 154,278 | 830,700 | SH | SOLE | 830,700 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 136,312 | 1,898,500 | SH | SOLE | 1,898,500 | 0 | 0 | ||
| IHS MARKIT LTD | SHS | G47567105 | 113,713 | 2,370,500 | SH | SOLE | 2,370,500 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 412 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 160,948 | 1,584,600 | SH | SOLE | 1,584,600 | 0 | 0 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 93,881 | 627,800 | SH | SOLE | 627,800 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 83,311 | 1,004,955 | SH | SOLE | 1,004,955 | 0 | 0 | ||
| RAYMOND JAMES FINANCIAL INC | COM | 754730109 | 558 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 105,526 | 268,200 | SH | SOLE | 268,200 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 104,227 | 2,310,500 | SH | SOLE | 2,310,500 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 217,355 | 3,417,000 | SH | SOLE | 3,417,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 649 | 6,300 | SH | SOLE | 6,300 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 65,963 | 477,200 | SH | SOLE | 477,200 | 0 | 0 | ||
| WORLDPAY INC | CL A | 981558109 | 133,982 | 1,753,000 | SH | SOLE | 1,753,000 | 0 | 0 | ||