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
APTIV PLC SHS G6095L109 11,130 131,200 SH   SOLE   131,200 0 0
AZUL S A SPONSR ADR PFD 05501U106 13,269 556,801 SH   SOLE   556,801 0 0
DISH NETWORK CORP CL A 25470M109 19,739 413,380 SH   SOLE   413,380 0 0
LIBERTY MEDIA CORP DELAWARE COM A BRAVES GRP 531229706 7,821 354,679 SH   SOLE   354,679 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 16,725 489,597 SH   SOLE   489,597 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 16,521 504,915 SH   SOLE   504,915 0 0
PAYPAL HLDGS INC COM 70450Y103 13,206 179,379 SH   SOLE   179,379 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 15,870 97,148 SH   SOLE   97,148 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 24,630 321,116 SH   SOLE   321,116 0 0
SNAP INC CL A 83304A106 15,346 1,050,400 SH   SOLE   1,050,400 0 0
SYMANTEC CORP COM 871503108 9,277 330,617 SH   SOLE   330,617 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 12,212 333,398 SH   SOLE   333,398 0 0
TRANSDIGM GROUP INC COM 893641100 16,120 58,700 SH   SOLE   58,700 0 0
VIASAT INC COM 92552V100 15,651 209,100 SH   SOLE   209,100 0 0
YANDEX N V SHS CLASS A N97284108 14,860 453,755 SH   SOLE   453,755 0 0