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
BLACK KNIGHT INC COM 09215C105 21,628 335,420 SH   SOLE   335,420 0 0
CARVANA CO CL A 146869102 4,878 52,994 SH   SOLE   52,994 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 23,817 49,100 SH   SOLE   49,100 0 0
CHURCHILL DOWNS INC COM 171484108 28,877 210,472 SH   SOLE   210,472 0 0
CLARIVATE ANALYTICS PLC COM G21810109 29,658 1,765,346 SH   SOLE   1,765,346 0 0
CREE INC COM 225447101 4,553 98,653 SH   SOLE   98,653 0 0
FACEBOOK INC CL A 30303M102 25,473 124,106 SH   SOLE   124,106 0 0
FAIR ISAAC CORP COM 303250104 7,494 20,000 SH   SOLE   20,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 27,844 200,186 SH   SOLE   200,186 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 28,712 279,765 SH   SOLE   279,765 0 0
LKQ CORP COM 501889208 16,149 452,360 SH   SOLE   452,360 0 0
NEW YORK TIMES CO CL A 650111107 18,220 566,354 SH   SOLE   566,354 0 0
NIKE INC CL B 654106103 27,093 267,430 SH   SOLE   267,430 0 0
PALO ALTO NETWORKS INC COM 697435105 19,546 84,522 SH   SOLE   84,522 0 0
SERVICENOW INC COM 81762P102 28,867 102,249 SH   SOLE   102,249 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 14,170 230,774 SH   SOLE   230,774 0 0
WORKDAY INC CL A 98138H101 6,183 37,599 SH   SOLE   37,599 0 0