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 | 8,366 | 7,499 | SH | SOLE | 7,499 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 8,771 | 5,160 | SH | SOLE | 5,160 | 0 | 0 | ||
| AT HOME GROUP INC | COM | 04650Y100 | 8,762 | 223,800 | SH | SOLE | 223,800 | 0 | 0 | ||
| ATKORE INTL GROUP INC | COM | 047649108 | 11,519 | 554,601 | SH | SOLE | 554,601 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 8,385 | 156,587 | SH | SOLE | 156,587 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 7,873 | 3,884 | SH | SOLE | 3,884 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 8,130 | 27,728 | SH | SOLE | 27,728 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 14,038 | 165,150 | SH | SOLE | 165,150 | 0 | 0 | ||
| EMERALD EXPOSITIONS EVENTS I | COM | 29103B100 | 1,973 | 95,758 | SH | SOLE | 95,758 | 0 | 0 | ||
| EPAM SYS INC | COM | 29414B104 | 7,297 | 58,690 | SH | SOLE | 58,690 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 10,128 | 84,266 | SH | SOLE | 84,266 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 13,909 | 71,580 | SH | SOLE | 71,580 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 17,823 | 84,608 | SH | SOLE | 84,608 | 0 | 0 | ||
| GARTNER INC | COM | 366651107 | 8,577 | 64,536 | SH | SOLE | 64,536 | 0 | 0 | ||
| KNIGHT SWIFT TRANSN HLDGS IN | CL A | 499049104 | 6,655 | 174,156 | SH | SOLE | 174,156 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 9,192 | 152,430 | SH | SOLE | 152,430 | 0 | 0 | ||
| SLM CORP | COM | 78442P106 | 7,421 | 648,148 | SH | SOLE | 648,148 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 15,579 | 45,137 | SH | SOLE | 45,137 | 0 | 0 | ||
| UNITI GROUP INC | COM | 91325V108 | 5,446 | 271,880 | SH | SOLE | 271,880 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 12,735 | 127,124 | SH | SOLE | 127,124 | 0 | 0 | ||