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 20,382 6,258 SH   SOLE   6,258 0 0
ARAMARK COM 03852U106 9,111 236,760 SH   SOLE   236,760 0 0
AUTODESK INC COM 052769106 12,961 42,448 SH   SOLE   42,448 0 0
CANNAE HLDGS INC COM 13765N107 24,159 545,716 SH   SOLE   545,716 0 0
CLARIVATE PLC ORD SHS G21810109 24,067 810,058 SH   SOLE   810,058 0 0
COPART INC COM 217204106 9,020 70,888 SH   SOLE   70,888 0 0
CSX CORP COM 126408103 19,904 219,329 SH   SOLE   219,329 0 0
DANAHER CORPORATION COM 235851102 14,263 64,209 SH   SOLE   64,209 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 18,792 205,983 SH   SOLE   205,983 0 0
IAC INTERACTIVECORP NEW COM 44891N109 17,613 93,018 SH   SOLE   93,018 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 17,110 108,041 SH   SOLE   108,041 0 0
ROPER TECHNOLOGIES INC COM 776696106 22,118 51,308 SH   SOLE   51,308 0 0
ROSS STORES INC COM 778296103 24,447 199,061 SH   SOLE   199,061 0 0
SHERWIN WILLIAMS CO COM 824348106 18,259 24,845 SH   SOLE   24,845 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 24,564 65,700 SH Put SOLE   65,700 0 0
STARBUCKS CORP COM 855244109 14,432 134,905 SH   SOLE   134,905 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 18,269 46,606 SH   SOLE   46,606 0 0
TERMINIX GLOBAL HOLDINGS INC COM 88087E100 9,010 176,638 SH   SOLE   176,638 0 0
VISA INC COM CL A 92826C839 21,688 99,153 SH   SOLE   99,153 0 0