The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
BOOKING HLDGS INC | COM | 09857L108 | 34,306 | 25,500 | SH | SOLE | 25,500 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 102,839 | 845,440 | SH | SOLE | 845,440 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 58,760 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 153,901 | 1,390,000 | SH | SOLE | 1,390,000 | 0 | 0 | ||
LKQ CORP | COM | 501889208 | 43,686 | 2,130,000 | SH | SOLE | 2,130,000 | 0 | 0 | ||
MOODYS CORP | COM | 615369105 | 97,290 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
VARONIS SYS INC | COM | 922280102 | 45,206 | 710,000 | SH | SOLE | 710,000 | 0 | 0 | ||
VERISIGN INC | COM | 92343E102 | 99,590 | 553,000 | SH | SOLE | 553,000 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 59,529 | 930,000 | SH | SOLE | 930,000 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 10,806 | 300,000 | SH | SOLE | 300,000 | 0 | 0 |