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 |
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 65,162 | 1,124,837 | SH | SOLE | 1,124,837 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 50,473 | 100,087 | SH | SOLE | 100,087 | 0 | 0 | ||
| EXPEDITORS INTL WASH INC | COM | 302130109 | 46,274 | 609,987 | SH | SOLE | 609,987 | 0 | 0 | ||
| INTERXION HOLDING N.V. | SHS | N47279109 | 45,684 | 600,400 | SH | SOLE | 600,400 | 0 | 0 | ||
| NEWS CORP NEW | CL A | 65249B109 | 17,357 | 1,286,673 | SH | SOLE | 1,286,673 | 0 | 0 | ||
| NEWS CORP NEW/CL B | CL B | 65249B208 | 10,561 | 756,525 | SH | SOLE | 756,525 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 41,310 | 460,227 | SH | SOLE | 460,227 | 0 | 0 | ||
| COLONY CAPITAL INC | CL A COM | 19626G108 | 15,039 | 3,007,869 | SH | SOLE | 3,007,869 | 0 | 0 | ||
| LIBERTY BRAVES GROUP -C | COM C BRAVES GRP | 531229888 | 51,720 | 1,849,108 | SH | SOLE | 1,849,108 | 0 | 0 | ||
| VALVOLINE INC | COM | 92047W101 | 62,213 | 3,185,494 | SH | SOLE | 3,185,494 | 0 | 0 | ||
| DICKS SPORTING GOODS | COM | 253393102 | 46,366 | 1,338,895 | SH | SOLE | 1,338,895 | 0 | 0 | ||
| TRANSOCEAN LTD | REG SHS | H8817H100 | 19,505 | 3,042,940 | SH | SOLE | 3,042,940 | 0 | 0 | ||
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 43,478 | 282,069 | SH | SOLE | 282,069 | 0 | 0 | ||
| ALTERYX INC | COM CL A | 02156B103 | 13,857 | 126,993 | SH | SOLE | 126,993 | 0 | 0 | ||
| ENTERCOM COMMUNICATIONS | CL A | 293639100 | 8,127 | 1,401,250 | SH | SOLE | 1,401,250 | 0 | 0 | ||
| CROWN HOLDINGS INC COM STK | COM | 228368106 | 53,118 | 869,362 | SH | SOLE | 869,362 | 0 | 0 | ||
| AVALARA INC | COM | 05338G106 | 76,355 | 1,057,544 | SH | SOLE | 1,057,544 | 0 | 0 | ||
| INSTRUCTURE INC | COM | 45781U103 | 42,813 | 1,007,372 | SH | SOLE | 1,007,372 | 0 | 0 | ||
| LITHIA MOTOR CORP | CL A | 536797103 | 18,850 | 158,700 | SH | SOLE | 158,700 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWARE | COM | 874054109 | 35,194 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||