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 |
| CARGURUS INC | COM CL A | 141788109 | 6,964 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 7,850 | 118,936 | SH | SOLE | 118,936 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 27,874 | 67,636 | SH | SOLE | 67,636 | 0 | 0 | ||
| CLARIVATE ANALYTICS PLC | COM | G21810109 | 26,560 | 1,574,402 | SH | SOLE | 1,574,402 | 0 | 0 | ||
| CREE INC | COM | 225447101 | 16,966 | 346,235 | SH | SOLE | 346,235 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 26,310 | 147,745 | SH | SOLE | 147,745 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 22,304 | 168,000 | SH | SOLE | 168,000 | 0 | 0 | ||
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 26,902 | 276,630 | SH | SOLE | 276,630 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | 20,443 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 21,631 | 759,506 | SH | SOLE | 759,506 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 16,417 | 80,543 | SH | SOLE | 80,543 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 10,314 | 40,632 | SH | SOLE | 40,632 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 1,310 | 25,405 | SH | SOLE | 25,405 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 10,779 | 63,418 | SH | SOLE | 63,418 | 0 | 0 | ||
| ZOETIS INC | CL A | 98978V103 | 22,539 | 180,904 | SH | SOLE | 180,904 | 0 | 0 | ||