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 |
| BLACK KNIGHT INC | COM | 09215C105 | 29,722 | 341,435 | SH | SOLE | 341,435 | 0 | 0 | ||
| CAE INC | COM | 124765108 | 6,727 | 459,953 | SH | SOLE | 459,953 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 16,542 | 26,495 | SH | SOLE | 26,495 | 0 | 0 | ||
| CLARIVATE PLC | ORD SHS | G21810109 | 26,907 | 868,258 | SH | SOLE | 868,258 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 26,104 | 30,764 | SH | SOLE | 30,764 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 26,384 | 100,739 | SH | SOLE | 100,739 | 0 | 0 | ||
| FAIR ISAAC CORP | COM | 303250104 | 23,415 | 55,044 | SH | SOLE | 55,044 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 16,689 | 113,371 | SH | SOLE | 113,371 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 11,730 | 49,263 | SH | SOLE | 49,263 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 20,189 | 471,824 | SH | SOLE | 471,824 | 0 | 0 | ||
| REALPAGE INC | COM | 75606N109 | 26,000 | 451,075 | SH | SOLE | 451,075 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 23,789 | 413,652 | SH | SOLE | 413,652 | 0 | 0 | ||
| TRADEWEB MKTS INC | CL A | 892672106 | 18,270 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 20,883 | 97,070 | SH | SOLE | 97,070 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 28,550 | 277,404 | SH | SOLE | 277,404 | 0 | 0 | ||