The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 31,253 98,206 SH   SOLE   98,206 0 0
ALPHABET INC CAP STK CL A 02079K305 23,284 20,039 SH   SOLE   20,039 0 0
AUTODESK INC COM 052769106 22,525 144,298 SH   SOLE   144,298 0 0
BLACK KNIGHT INC COM 09215C105 21,818 375,790 SH   SOLE   375,790 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 52,903 121,251 SH   SOLE   121,251 0 0
FACEBOOK INC CL A 30303M102 15,712 94,198 SH   SOLE   94,198 0 0
GODADDY INC CL A 380237107 30,789 539,120 SH   SOLE   539,120 0 0
MICROSOFT CORP COM 594918104 24,496 155,320 SH   SOLE   155,320 0 0
PAYPAL HLDGS INC COM 70450Y103 28,590 298,618 SH   SOLE   298,618 0 0
SERVICENOW INC COM 81762P102 19,528 68,143 SH   SOLE   68,143 0 0
TRANSDIGM GROUP INC COM 893641100 27,271 85,172 SH   SOLE   85,172 0 0
VAIL RESORTS INC COM 91879Q109 13,469 91,186 SH   SOLE   91,186 0 0
VISA INC COM CL A 92826C839 43,432 269,566 SH   SOLE   269,566 0 0