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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109   8,137,555 95,076 SH   SOLE   95,076 0 0
AMAZON COM INC COM 023135106   11,881,552 115,031 SH   SOLE   115,031 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   13,665,171 216,358 SH   SOLE   216,358 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   844,026 206,869 SH   SOLE   206,869 0 0
BLACK KNIGHT INC COM 09215C105   24,222,745 420,826 SH   SOLE   420,826 0 0
BROADCOM INC COM 11135F101   39,002,424 60,795 SH   SOLE   60,795 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   2,871,395 58,828 SH   SOLE   58,828 0 0
CELLEBRITE DI LTD *W EXP 08/30/202 M2197Q115   457,423 531,887 SH   SOLE   531,887 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   1,553,638 255,113 SH   SOLE   255,113 0 0
CROWN HLDGS INC COM 228368106   21,501,871 259,967 SH   SOLE   259,967 0 0
DOORDASH INC CL A 25809K105   4,255,342 66,950 SH   SOLE   66,950 0 0
GODADDY INC CL A 380237107   27,417,906 352,778 SH   SOLE   352,778 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   9,524,200 116,078 SH   SOLE   116,078 0 0
INSTRUCTURE HLDGS INC COM 457790103   13,032,543 503,187 SH   SOLE   503,187 0 0
INTEGRAL ACQUISITION CORP 1 CLASS A COM 45827K101   5,813,644 564,980 SH   SOLE   564,980 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   31,509,763 302,136 SH   SOLE   302,136 0 0
KKR & CO INC COM 48251W104   12,439,204 236,847 SH   SOLE   236,847 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   11,430,157 139,904 SH   SOLE   139,904 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607   17,754,421 634,313 SH   SOLE   634,313 0 0
MARVELL TECHNOLOGY INC COM 573874104   5,987,394 138,277 SH   SOLE   138,277 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,407,487 3,873 SH   SOLE   3,873 0 0
MICROSOFT CORP COM 594918104   16,625,108 57,666 SH   SOLE   57,666 0 0
N-ABLE INC COMMON STOCK 62878D100   14,414,704 1,092,023 SH   SOLE   1,092,023 0 0
WORKDAY INC CL A 98138H101   10,523,420 50,951 SH   SOLE   50,951 0 0