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 | 20,340 | 8,330 | SH | SOLE | 8,330 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 27,169 | 348,410 | SH | SOLE | 348,410 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 39,954 | 55,380 | SH | SOLE | 55,380 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 22,166 | 114,690 | SH | SOLE | 114,690 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 19,667 | 72,600 | SH | SOLE | 72,600 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 45,072 | 154,630 | SH | SOLE | 154,630 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 21,328 | 38,810 | SH | SOLE | 38,810 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 28,610 | 44,200 | SH | SOLE | 44,200 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 14,196 | 44,850 | SH | SOLE | 44,850 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 25,919 | 110,850 | SH | SOLE | 110,850 | 0 | 0 | ||