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 | 29,559 | 107,000 | SH | SOLE | 107,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 42,740 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 19,201 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 44,635 | 731,000 | SH | SOLE | 731,000 | 0 | 0 | ||
| BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 31,429 | 592,000 | SH | SOLE | 592,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 65,527 | 159,000 | SH | SOLE | 159,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 23,150 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| FOX CORP | CL A COM | 35137L105 | 19,867 | 630,000 | SH | SOLE | 630,000 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 44,668 | 677,000 | SH | SOLE | 677,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 26,138 | 188,000 | SH | SOLE | 188,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 35,739 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 10,916 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 42,955 | 82,500 | SH | SOLE | 82,500 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 7,953 | 34,950 | SH | SOLE | 34,950 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 63,816 | 371,000 | SH | SOLE | 371,000 | 0 | 0 | ||