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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 25,136 | 108,004 | SH | SOLE | 108,004 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 26,791 | 15,286 | SH | SOLE | 15,286 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 16,177 | 52,980 | SH | SOLE | 52,980 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 30,427 | 344,387 | SH | SOLE | 344,387 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 65,385 | 98,836 | SH | SOLE | 98,836 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 13,549 | 77,433 | SH | SOLE | 77,433 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 33,384 | 402,459 | SH | SOLE | 402,459 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 34,899 | 156,908 | SH | SOLE | 156,908 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 52,498 | 224,157 | SH | SOLE | 224,157 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 17,386 | 31,587 | SH | SOLE | 31,587 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 39,726 | 64,194 | SH | SOLE | 64,194 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 17,053 | 61,131 | SH | SOLE | 61,131 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 44,126 | 201,738 | SH | SOLE | 201,738 | 0 | 0 | ||