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 SYSTEMS INCORPORATED COM 00724F101 21,853 47,963 SH   SOLE   47,963 0 0
ALPHABET INC CAP STK CL C 02079K107 12,739 4,561 SH   SOLE   4,561 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 14,471 1,141,234 SH   SOLE   1,141,234 0 0
CHURCHILL DOWNS INC COM 171484108 24,198 109,106 SH   SOLE   109,106 0 0
EXPEDIA GROUP INC COM NEW 30212P303 15,327 78,329 SH   SOLE   78,329 0 0
GILDAN ACTIVEWEAR INC COM 375916103 39,397 1,051,141 SH   SOLE   1,051,141 0 0
KKR & CO INC COM 48251W104 59,323 1,014,593 SH   SOLE   1,014,593 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 16,239 120,008 SH   SOLE   120,008 0 0
LKQ CORP COM 501889208 16,057 353,605 SH   SOLE   353,605 0 0
P10 INC COM CL A 69376K106 18,007 1,485,764 SH   SOLE   1,485,764 0 0
S&P GLOBAL INC COM 78409V104 29,236 71,276 SH   SOLE   71,276 0 0
SCHWAB CHARLES CORP COM 808513105 15,631 185,397 SH   SOLE   185,397 0 0
VERISIGN INC COM 92343E102 22,735 102,197 SH   SOLE   102,197 0 0
VICI PPTYS INC COM 925652109 9,806 344,552 SH   SOLE   344,552 0 0
VISA INC COM CL A 92826C839 34,636 156,180 SH   SOLE   156,180 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 74,215 1,896,616 SH   SOLE   1,896,616 0 0