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
CORNERSTONE ONDEMAND INC COM 21925Y103 55,771 1,175,868 SH   SOLE   1,175,868 0 0
EQUINIX INC COM 29444U700 48,744 113,387 SH   SOLE   113,387 0 0
EXPEDITORS INTL WASH INC COM 302130109 47,735 653,015 SH   SOLE   653,015 0 0
INTERXION HOLDING N.V. COM N47279109 31,672 507,400 SH   SOLE   507,400 0 0
NEWS CORP NEW COM 65249B109 24,655 1,590,673 SH   SOLE   1,590,673 0 0
NEWS CORP NEW/CL B COM 65249B208 25,017 1,578,343 SH   SOLE   1,578,343 0 0
PTC INC COM 69370C100 78,231 833,926 SH   SOLE   833,926 0 0
COLONY CAPITAL INC COM 19626G108 32,918 5,275,398 SH   SOLE   5,275,398 0 0
LIBERTY BRAVES GROUP -C COM 531229888 48,754 1,885,311 SH   SOLE   1,885,311 0 0
VALVOLINE INC COM 92047W101 79,367 3,679,527 SH   SOLE   3,679,527 0 0
DICKS SPORTING GOODS COM 253393102 39,663 1,125,178 SH   SOLE   1,125,178 0 0
TRANSOCEAN LTD COM H8817H100 25,377 1,888,200 SH   SOLE   1,888,200 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 74,177 546,622 SH   SOLE   546,622 0 0
ALTERYX INC COM 02156B103 34,300 898,847 SH   SOLE   898,847 0 0
SPS COMMERCE INC COM 78463M107 15,123 205,809 SH   SOLE   205,809 0 0
ENTERCOM COMMUNICATIONS COM 293639100 1,840 243,716 SH   SOLE   243,716 0 0