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 | 7,389 | 7,161 | SH | SOLE | 7,161 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 13,402 | 9,260 | SH | SOLE | 9,260 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 8,558 | 93,909 | SH | SOLE | 93,909 | 0 | 0 | ||
| ATKORE INTL GROUP INC | COM | 047649108 | 10,722 | 540,151 | SH | SOLE | 540,151 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 9,179 | 194,887 | SH | SOLE | 194,887 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 8,080 | 3,884 | SH | SOLE | 3,884 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 14,081 | 148,380 | SH | SOLE | 148,380 | 0 | 0 | ||
| EMERALD EXPOSITIONS EVENTS I | COM | 29103B100 | 8,965 | 460,228 | SH | SOLE | 460,228 | 0 | 0 | ||
| EPAM SYS INC | COM | 29414B104 | 6,721 | 58,690 | SH | SOLE | 58,690 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 9,304 | 84,266 | SH | SOLE | 84,266 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 17,882 | 88,308 | SH | SOLE | 88,308 | 0 | 0 | ||
| GARTNER INC | COM | 366651107 | 7,591 | 64,536 | SH | SOLE | 64,536 | 0 | 0 | ||
| JACK IN THE BOX INC | COM | 466367109 | 5,517 | 64,650 | SH | SOLE | 64,650 | 0 | 0 | ||
| KNIGHT SWIFT TRANSN HLDGS IN | CL A | 499049104 | 5,160 | 112,156 | SH | SOLE | 112,156 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 8,676 | 152,430 | SH | SOLE | 152,430 | 0 | 0 | ||
| SLM CORP | COM | 78442P106 | 7,266 | 648,148 | SH | SOLE | 648,148 | 0 | 0 | ||
| STAMPS COM INC | COM NEW | 852857200 | 8,837 | 43,955 | SH | SOLE | 43,955 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 17,538 | 57,137 | SH | SOLE | 57,137 | 0 | 0 | ||
| UNITI GROUP INC | COM | 91325V108 | 4,418 | 271,880 | SH | SOLE | 271,880 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 14,673 | 144,124 | SH | SOLE | 144,124 | 0 | 0 | ||