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
AVANTOR INC COM 05352A100 12,050 535,791 SH   SOLE   535,791 0 0
DISNEY WALT CO COM DISNEY 254687106 13,401 108,000 SH   SOLE   108,000 0 0
GCI LIBERTY INC COM CLASS A 36164V305 12,130 148,000 SH   SOLE   148,000 0 0
GLOBAL PMTS INC COM 37940X102 11,543 65,000 SH   SOLE   65,000 0 0
GODADDY INC CL A 380237107 11,806 155,400 SH   SOLE   155,400 0 0
GOOSEHEAD INS INC COM CL A 38267D109 7,513 86,768 SH   SOLE   86,768 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 17,480 444,570 SH   SOLE   444,570 0 0
HYATT HOTELS CORP COM CL A 448579102 14,956 280,228 SH   SOLE   280,228 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 14,287 100,000 SH   SOLE   100,000 0 0
OTIS WORLDWIDE CORP COM 68902V107 8,427 135,000 SH   SOLE   135,000 0 0
PEGASYSTEMS INC COM 705573103 11,355 93,813 SH   SOLE   93,813 0 0
ROKU INC COM CL A 77543R102 20,076 106,333 SH   SOLE   106,333 0 0
ROSS STORES INC COM 778296103 11,825 126,710 SH   SOLE   126,710 0 0
SMARTSHEET INC COM CL A 83200N103 10,484 212,131 SH   SOLE   212,131 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 18,413 75,908 SH   SOLE   75,908 0 0
VERISIGN INC COM 92343E102 16,911 82,555 SH   SOLE   82,555 0 0