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
ADOBE SYSTEMS INCORPORATED COM 00724F101 6,427 13,520 SH   SOLE   13,520 0 0
ALPHABET INC CAP STK CL C 02079K107 15,386 7,438 SH   SOLE   7,438 0 0
ALTIMAR ACQUISITION CORP SHS CL A G03707109 12,515 1,266,674 SH   SOLE   1,266,674 0 0
CHURCHILL DOWNS INC COM 171484108 8,071 35,488 SH   SOLE   35,488 0 0
COPART INC COM 217204106 13,211 121,633 SH   SOLE   121,633 0 0
DMY TECHNOLOGY GROUP INC II COM CL A 233277102 7,749 526,815 SH   SOLE   526,815 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 15,546 559,193 SH   SOLE   559,193 0 0
GILDAN ACTIVEWEAR INC COM 375916103 20,248 660,419 SH   SOLE   660,419 0 0
IHS MARKIT LTD SHS G47567105 32,958 340,542 SH   SOLE   340,542 0 0
INSTALLED BLDG PRODS INC COM 45780R101 14,637 132,012 SH   SOLE   132,012 0 0
KKR & CO INC COM 48251W104 62,075 1,270,721 SH   SOLE   1,270,721 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 36,492 243,038 SH   SOLE   243,038 0 0
LKQ CORP COM 501889208 31,482 743,731 SH   SOLE   743,731 0 0
SIMPLY GOOD FOODS CO COM 82900L102 18,161 596,994 SH   SOLE   596,994 0 0
VERISIGN INC COM 92343E102 16,475 82,888 SH   SOLE   82,888 0 0
VICI PPTYS INC COM 925652109 13,021 461,072 SH   SOLE   461,072 0 0
VISA INC COM CL A 92826C839 12,978 61,296 SH   SOLE   61,296 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 21,079 759,605 SH   SOLE   759,605 0 0