The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 15,911 | 208,480 | SH | SOLE | 208,480 | 0 | 0 | ||
| AMETEK INC NEW | COM | 031100100 | 26,586 | 368,435 | SH | SOLE | 368,435 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 17,914 | 195,500 | SH | SOLE | 195,500 | 0 | 0 | ||
| AZUL S A | SPONSR ADR PFD | 05501U106 | 14,192 | 867,501 | SH | SOLE | 867,501 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 22,057 | 10,881 | SH | SOLE | 10,881 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 16,007 | 487,862 | SH | SOLE | 487,862 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 8,389 | 249,607 | SH | SOLE | 249,607 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 7,995 | 41,145 | SH | SOLE | 41,145 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 29,244 | 787,623 | SH | SOLE | 787,623 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 16,456 | 197,617 | SH | SOLE | 197,617 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 16,702 | 101,148 | SH | SOLE | 101,148 | 0 | 0 | ||
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 25,545 | 304,216 | SH | SOLE | 304,216 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 18,200 | 1,390,400 | SH | SOLE | 1,390,400 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 27,163 | 78,700 | SH | SOLE | 78,700 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 8,197 | 164,955 | SH | SOLE | 164,955 | 0 | 0 | ||