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
ADVANCE AUTO PARTS INC COM 00751Y106 45,801 249,608 SH   SOLE   249,608 0 0
ALTERYX INC COM CL A 02156B103 5,558 66,993 SH   SOLE   66,993 0 0
AVALARA INC COM 05338G106 148,924 1,116,118 SH   SOLE   1,116,118 0 0
BOX INC CL A COM 10316T104 4,266 185,787 SH   SOLE   185,787 0 0
CANNAE HOLDINGS INC COM 13765N107 14,762 372,588 SH   SOLE   372,588 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 21,766 499,460 SH   SOLE   499,460 0 0
CROWN HOLDINGS INC COM STK COM 228368106 80,853 833,195 SH   SOLE   833,195 0 0
DICKS SPORTING GOODS COM 253393102 47,942 629,579 SH   SOLE   629,579 0 0
EQUINIX INC COM 29444U700 47,600 70,042 SH   SOLE   70,042 0 0
LIBERTY BRAVES GROUP -C COM C BRAVES GRP 531229888 30,999 1,114,263 SH   SOLE   1,114,263 0 0
LITHIA MOTOR CORP CL A 536797103 122,731 314,622 SH   SOLE   314,622 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 9,969 19,654 SH   SOLE   19,654 0 0
PLURALSIGHT INC COM CL A 72941B106 3,359 150,337 SH   SOLE   150,337 0 0
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 58,364 330,298 SH   SOLE   330,298 0 0
TALEND SA ADS 874224207 26,698 419,519 SH   SOLE   419,519 0 0
VALVOLINE INC COM 92047W101 71,407 2,739,059 SH   SOLE   2,739,059 0 0
VERTEX INC COM CL A 92538J106 19,006 864,700 SH   SOLE   864,700 0 0
VERTEX ENERGY INC COM 92534K107 2,115 1,500,000 SH   SOLE   1,500,000 0 0