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 | 66,622 | 59,000 | SH | SOLE | 59,000 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 38,726 | 2,270,000 | SH | SOLE | 2,270,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 45,684 | 188,000 | SH | SOLE | 188,000 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 26,989 | 504,000 | SH | SOLE | 504,000 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 77,214 | 1,187,000 | SH | SOLE | 1,187,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 112,006 | 382,000 | SH | SOLE | 382,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 135,247 | 696,000 | SH | SOLE | 696,000 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | 80,388 | 2,520,000 | SH | SOLE | 2,520,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 93,845 | 1,127,000 | SH | SOLE | 1,127,000 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 95,636 | 1,586,000 | SH | SOLE | 1,586,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 132,879 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 119,867 | 905,000 | SH | SOLE | 905,000 | 0 | 0 | ||