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
ADOBE INC COM 00724F101 6,614 20,782 SH   SOLE   20,782 0 0
ALPHABET INC CAP STK CL C 02079K107 5,361 4,610 SH   SOLE   4,610 0 0
AMERICOLD RLTY TR COM 03064D108 9,317 273,714 SH   SOLE   273,714 0 0
BANDWIDTH INC COM CL A 05988J103 6,438 95,672 SH   SOLE   95,672 0 0
CHURCHILL DOWNS INC COM 171484108 34,050 330,742 SH   SOLE   330,742 0 0
COPART INC COM 217204106 2,866 41,821 SH   SOLE   41,821 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 34,980 1,103,114 SH   SOLE   1,103,114 0 0
GCI LIBERTY INC COM CLASS A 36164V305 10,763 188,920 SH   SOLE   188,920 0 0
GILDAN ACTIVEWEAR INC COM 375916103 4,943 387,357 SH   SOLE   387,357 0 0
IHS MARKIT LTD SHS G47567105 2,071 34,522 SH   SOLE   34,522 0 0
KBR INC COM 48242W106 9,363 452,774 SH   SOLE   452,774 0 0
KKR & CO INC CL A 48251W104 26,746 1,139,579 SH   SOLE   1,139,579 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 19,542 176,500 SH   SOLE   176,500 0 0
LKQ CORP COM 501889208 13,954 680,355 SH   SOLE   680,355 0 0
PRIMO WATER CORPORATION COM 74167P108 6,113 674,767 SH   SOLE   674,767 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 11,743 267,990 SH   SOLE   267,990 0 0
VISA INC COM CL A 92826C839 11,074 68,729 SH   SOLE   68,729 0 0