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
ALTERYX INC COM CL A 02156B103 10,255 107,757 SH   SOLE   107,757 0 0
AVANTOR INC COM 05352A100 9,379 750,910 SH   SOLE   750,910 0 0
BLACK KNIGHT INC COM 09215C105 10,114 174,200 SH   SOLE   174,200 0 0
DISNEY WALT CO COM DISNEY 254687106 10,433 108,000 SH   SOLE   108,000 0 0
FAIR ISAAC CORP COM 303250104 12,461 40,500 SH   SOLE   40,500 0 0
GCI LIBERTY INC COM CLASS A 36164V305 8,432 148,000 SH   SOLE   148,000 0 0
GLOBAL PMTS INC COM 37940X102 9,519 66,000 SH   SOLE   66,000 0 0
GODADDY INC CL A 380237107 12,815 224,400 SH   SOLE   224,400 0 0
GOOSEHEAD INS INC COM CL A 38267D109 7,007 157,000 SH   SOLE   157,000 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 12,504 364,138 SH   SOLE   364,138 0 0
HEICO CORP NEW CL A 422806208 7,157 112,000 SH   SOLE   112,000 0 0
IAA INC COM 449253103 9,507 317,325 SH   SOLE   317,325 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 11,072 100,000 SH   SOLE   100,000 0 0
PEGASYSTEMS INC COM 705573103 8,912 125,113 SH   SOLE   125,113 0 0
PLANET FITNESS INC CL A 72703H101 6,779 139,192 SH   SOLE   139,192 0 0
ROSS STORES INC COM 778296103 5,965 68,589 SH   SOLE   68,589 0 0
VERISIGN INC COM 92343E102 12,822 71,195 SH   SOLE   71,195 0 0