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
ALPHABET INC CAP STK CL C 02079K107 19,786 6,838 SH   SOLE   6,838 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 17,473 1,171,865 SH   SOLE   1,171,865 0 0
CHURCHILL DOWNS INC COM 171484108 26,253 108,979 SH   SOLE   108,979 0 0
EXPEDIA GROUP INC COM NEW 30212P303 13,126 72,629 SH   SOLE   72,629 0 0
GILDAN ACTIVEWEAR INC COM 375916103 36,993 872,690 SH   SOLE   872,690 0 0
HILLMAN SOLUTIONS CORP COM 431636109 7,981 742,418 SH   SOLE   742,418 0 0
IHS MARKIT LTD SHS G47567105 31,676 238,305 SH   SOLE   238,305 0 0
KKR & CO INC COM 48251W104 70,801 950,349 SH   SOLE   950,349 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 22,362 138,808 SH   SOLE   138,808 0 0
LKQ CORP COM 501889208 22,590 376,315 SH   SOLE   376,315 0 0
P10 INC COM CL A 69376K106 22,123 1,582,473 SH   SOLE   1,582,473 0 0
SCHWAB CHARLES CORP COM 808513105 16,576 197,097 SH   SOLE   197,097 0 0
SIMPLY GOOD FOODS CO COM 82900L102 14,059 338,205 SH   SOLE   338,205 0 0
VERISIGN INC COM 92343E102 23,658 93,207 SH   SOLE   93,207 0 0
VICI PPTYS INC COM 925652109 7,178 238,386 SH   SOLE   238,386 0 0
VISA INC COM CL A 92826C839 9,589 44,246 SH   SOLE   44,246 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 77,485 1,897,277 SH   SOLE   1,897,277 0 0