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
AMAZON COM INC COM 023135106 8,759 2,831 SH   SOLE 0 2,831 0 0
AT HOME GROUP INC COM 04650Y100 13,721 478,100 SH   SOLE 0 478,100 0 0
CROWN HLDGS INC COM 228368106 4,124 42,500 SH   SOLE 0 42,500 0 0
FACEBOOK INC CL A 30303M102 8,161 27,710 SH   SOLE 0 27,710 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 4,874 34,663 SH   SOLE 0 34,663 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 5,449 20,286 SH   SOLE 0 20,286 0 0
FREEPORT-MCMORAN INC CL B 35671D857 5,532 168,000 SH   SOLE 0 168,000 0 0
IAC INTERACTIVECORP NEW COM 44891N109 6,812 31,490 SH   SOLE 0 31,490 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 8,527 56,790 SH   SOLE 0 56,790 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 8,780 50,410 SH   SOLE 0 50,410 0 0
PLAYTIKA HLDG CORP COM 72815L107 3,641 133,800 SH   SOLE 0 133,800 0 0
SERVICENOW INC COM 81762P102 4,501 9,000 SH   SOLE 0 9,000 0 0
NORTONLIFELOCK INC COM 668771108 5,588 262,858 SH   SOLE 0 262,858 0 0
TRANSDIGM GROUP INC COM 893641100 6,056 10,301 SH   SOLE 0 10,301 0 0
VROOM INC COM 92918V109 4,071 104,417 SH   SOLE 0 104,417 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 16,908 609,287 SH   SOLE 0 609,287 0 0
XPO LOGISTICS INC COM 983793100 7,040 57,100 SH   SOLE 0 57,100 0 0