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
ALLERGAN PLC SHS G0177J108 26,301 138,078 SH   SOLE   138,078 0 0
ALPHABET INC CAP STK CL A 02079K305 4,545 3,765 SH   SOLE   3,765 0 0
ALTABA INC COM 021346101 38,102 559,331 SH   SOLE   559,331 0 0
BROADCOM INC COM 11135F101 35,394 143,452 SH   SOLE   143,452 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 44,047 907,616 SH   SOLE   907,616 0 0
EQUIFAX INC COM 294429105 13,588 104,064 SH   SOLE   104,064 0 0
FACEBOOK INC CL A 30303M102 30,789 187,215 SH   SOLE   187,215 0 0
FIRST DATA CORP NEW COM CL A 32008D106 38,486 1,572,779 SH   SOLE   1,572,779 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 47,298 207,591 SH   SOLE   207,591 0 0
GCI LIBERTY INC COM CLASS A 36164V305 19,995 392,057 SH   SOLE   392,057 0 0
GENTHERM INC COM 37253A103 15,129 332,864 SH   SOLE   332,864 0 0
HCA HEALTHCARE INC COM 40412C101 45,754 328,885 SH   SOLE   328,885 0 0
KKR & CO INC CL A 48251W104 6,673 244,712 SH   SOLE   244,712 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 12,799 151,830 SH   SOLE   151,830 0 0
MASTERCARD INCORPORATED CL A 57636Q104 21,106 94,810 SH   SOLE   94,810 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 13,298 480,586 SH   SOLE   480,586 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 37,525 710,301 SH   SOLE   710,301 0 0
WEX INC COM 96208T104 22,909 114,112 SH   SOLE   114,112 0 0
WORLDPAY INC CL A 981558109 56,499 557,900 SH   SOLE   557,900 0 0