The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 110,231 | 413,640 | SH | SOLE | 413,640 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 180,811 | 153,635 | SH | SOLE | 153,635 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 127,133 | 5,918,670 | SH | SOLE | 5,918,670 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 163,245 | 2,995,325 | SH | SOLE | 2,995,325 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 113,419 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 100,141 | 1,434,682 | SH | SOLE | 1,434,682 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 126,261 | 3,158,115 | SH | SOLE | 3,158,115 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 96,159 | 1,587,048 | SH | SOLE | 1,587,048 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 138,761 | 1,249,760 | SH | SOLE | 1,249,760 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 79,515 | 757,000 | SH | SOLE | 757,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 185,630 | 752,790 | SH | SOLE | 752,790 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 93,634 | 1,199,815 | SH | SOLE | 1,199,815 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 100,559 | 1,209,950 | SH | SOLE | 1,209,950 | 0 | 0 | ||
| IHS MARKIT LTD | SHS | G47567105 | 127,570 | 2,345,905 | SH | SOLE | 2,345,905 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 133,266 | 1,129,950 | SH | SOLE | 1,129,950 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 100,776 | 3,067,753 | SH | SOLE | 3,067,753 | 0 | 0 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 157,257 | 841,440 | SH | SOLE | 841,440 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 72,388 | 785,285 | SH | SOLE | 785,285 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 160,303 | 2,319,870 | SH | SOLE | 2,319,870 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 91,655 | 971,225 | SH | SOLE | 971,225 | 0 | 0 | ||
| UNION PACIFIC CORP | COM | 907818108 | 157,175 | 940,040 | SH | SOLE | 940,040 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 91,549 | 2,622,417 | SH | SOLE | 2,622,417 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 113,937 | 729,478 | SH | SOLE | 729,478 | 0 | 0 | ||
| WORLDPAY INC | CL A | 981558109 | 233,927 | 2,061,035 | SH | SOLE | 2,061,035 | 0 | 0 | ||