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 5,172 11,882 SH   SOLE   0 11,882 0
ALPHABET INC CAP STK CL C 02079K107 14,283 10,104 SH   SOLE   0 10,104 0
AMERICOLD RLTY TR COM 03064D108 20,155 555,235 SH   SOLE   0 555,235 0
BANDWIDTH INC COM CL A 05988J103 5,689 44,792 SH   SOLE   0 44,792 0
CHURCHILL DOWNS INC COM 171484108 14,393 108,096 SH   SOLE   0 108,096 0
CINTAS CORP COM 172908105 8,229 30,893 SH   SOLE   0 30,893 0
COPART INC COM 217204106 16,041 192,637 SH   SOLE   0 192,637 0
EQUITY COMWLTH COM SH BEN INT 294628102 38,585 1,198,287 SH   SOLE   0 1,198,287 0
GCI LIBERTY INC COM CLASS A 36164V305 15,086 212,120 SH   SOLE   0 212,120 0
IHS MARKIT LTD SHS G47567105 12,444 164,820 SH   SOLE   0 164,820 0
KBR INC COM 48242W106 11,245 498,651 SH   SOLE   0 498,651 0
KKR & CO INC COM 48251W104 36,800 1,191,721 SH   SOLE   0 1,191,721 0
LIBERTY BROADBAND CORP COM SER C 530307305 25,199 203,280 SH   SOLE   0 203,280 0
LKQ CORP COM 501889208 7,189 274,404 SH   SOLE   0 274,404 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 25,465 450,860 SH   SOLE   0 450,860 0
UNIVAR SOLUTIONS INC COM 91336L107 9,888 586,502 SH   SOLE   0 586,502 0
VICI PPTYS INC COM 925652109 11,308 560,091 SH   SOLE   0 560,091 0
VISA INC COM CL A 92826C839 8,936 46,258 SH   SOLE   0 46,258 0