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
ALARM COM HOLDINGS INC COM 011642105 7,112 137,103 SH   SOLE   137,103 0 0
ALTERYX INC COM CL A 02156B103 9,277 156,000 SH   SOLE   156,000 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 1,768 110,000 SH   SOLE   110,000 0 0
APPIAN CORP CL A 03782L101 8,013 300,000 SH   SOLE   300,000 0 0
AT HOME GROUP INC COM 04650Y100 11,849 635,000 SH   SOLE   635,000 0 0
EVERTEC INC COM 30040P103 2,414 84,100 SH   SOLE   84,100 0 0
FIRST DATA CORP COM CL A 32008D106 28,798 1,703,015 SH   SOLE   1,703,015 0 0
FRONTDOOR INC COM 35905A109 6,386 240,000 SH   SOLE   240,000 0 0
GLOBAL PMTS INC COM 37940X102 29,155 282,700 SH   SOLE   282,700 0 0
GODADDY INC CL A 380237107 24,004 365,800 SH   SOLE   365,800 0 0
LPL FINANCIAL HOLDINGS INC COM 50212V100 23,821 390,000 SH   SOLE   390,000 0 0
PLANET FITNESS INC CL A 72703H101 12,333 230,000 SH   SOLE   230,000 0 0
PLURALSIGHT INC COM CL A 72941B106 14,130 600,000 SH   SOLE   600,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 7,224 351,525 SH   SOLE   351,525 0 0
SMARTSHEET INC COM CL A 83200N103 2,983 120,000 SH   SOLE   120,000 0 0
TABLEAU SOFTWARE INC CL A 87336U105 2,364 19,700 SH   SOLE   19,700 0 0
TWENTY FIRST CENTURY FOX INC CL A 90130A101 4,812 100,000 SH   SOLE   100,000 0 0
WIX COM LTD SHS M98068105 3,523 39,000 SH   SOLE   39,000 0 0
WORLDPAY INC CL A 981558109 25,619 335,195 SH   SOLE   335,195 0 0