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
ALPHABET INC CAP STK CL C 02079K107 8,114 6,799 SH   SOLE   6,799 0 0
ARAMARK COM 03852U106 10,824 251,597 SH   SOLE   251,597 0 0
BRIGHTVIEW HLDGS INC COM 10948C107 546 34,000 SH   SOLE   34,000 0 0
CENTURY CMNTYS INC COM 156504300 5,012 190,923 SH   SOLE   190,923 0 0
CHURCHILL DOWNS INC COM 171484108 10,275 37,000 SH   SOLE   37,000 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 34,585 1,077,758 SH   SOLE   1,077,758 0 0
GCI LIBERTY INC COM CLASS A 36164V305 23,914 468,903 SH   SOLE   468,903 0 0
IHS MARKIT LTD SHS G47567105 16,251 301,175 SH   SOLE   301,175 0 0
KKR & CO INC CL A 48251W104 26,799 982,718 SH   SOLE   982,718 0 0
LKQ CORP COM 501889208 9,744 307,685 SH   SOLE   307,685 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 7,697 94,557 SH   SOLE   94,557 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 5,034 31,338 SH   SOLE   31,338 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 8,279 59,997 SH   SOLE   59,997 0 0
UNIFIRST CORP MASS COM 904708104 7,380 42,498 SH   SOLE   42,498 0 0
UNIVAR INC COM 91336L107 21,683 707,201 SH   SOLE   707,201 0 0