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
ACXIOM CORP COM 005125109 9,220 405,974 SH   SOLE   405,974 0 0
AMETEK INC NEW COM 031100100 13,700 180,335 SH   SOLE   180,335 0 0
APTIV PLC SHS G6095L109 11,148 131,200 SH   SOLE   131,200 0 0
AZUL S A SPONSR ADR PFD 05501U106 24,579 707,301 SH   SOLE   707,301 0 0
BOOKING HLDGS INC COM 09857L108 16,812 8,081 SH   SOLE   8,081 0 0
CENTRAL PUERTO S A SPONSORED ADR 155038201 12,750 750,020 SH   SOLE   750,020 0 0
DISH NETWORK CORP CL A 25470M109 21,376 564,156 SH   SOLE   564,156 0 0
LIBERTY MEDIA CORP DELAWARE COM A BRAVES GRP 531229706 7,955 349,979 SH   SOLE   349,979 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 18,639 604,197 SH   SOLE   604,197 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 14,789 504,915 SH   SOLE   504,915 0 0
PAYPAL HLDGS INC COM 70450Y103 18,637 245,638 SH   SOLE   245,638 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 16,587 97,048 SH   SOLE   97,048 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 24,739 321,116 SH   SOLE   321,116 0 0
SNAP INC CL A 83304A106 22,066 1,390,400 SH   SOLE   1,390,400 0 0
TRANSDIGM GROUP INC COM 893641100 22,407 73,000 SH   SOLE   73,000 0 0
VIASAT INC COM 92552V100 13,742 209,100 SH   SOLE   209,100 0 0
YANDEX N V SHS CLASS A N97284108 15,830 401,255 SH   SOLE   401,255 0 0