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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 40,185 | 240,300 | SH | SOLE | 240,300 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 1,277 | 65,577 | SH | SOLE | 65,577 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 11,955 | 195,784 | SH | SOLE | 195,784 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 36,808 | 133,327 | SH | SOLE | 133,327 | 0 | 0 | ||
| CALIFORNIA RES CORP | COM NEW | 13057Q206 | 2,734 | 268,046 | SH | SOLE | 268,046 | 0 | 0 | ||
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 23,838 | 896,500 | SH | SOLE | 896,500 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 17,283 | 130,181 | SH | SOLE | 130,181 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 17,070 | 164,784 | SH | SOLE | 164,784 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 32,909 | 530,189 | SH | SOLE | 530,189 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 11,612 | 176,000 | SH | SOLE | 176,000 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 37,147 | 308,481 | SH | SOLE | 308,481 | 0 | 0 | ||
| IAA INC | COM | 449253103 | 14,650 | 351,074 | SH | SOLE | 351,074 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 28,591 | 309,864 | SH | SOLE | 309,864 | 0 | 0 | ||
| KKR & CO INC | CL A | 48251W104 | 8,316 | 309,733 | SH | SOLE | 309,733 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 8,575 | 81,926 | SH | SOLE | 81,926 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 13,400 | 319,351 | SH | SOLE | 319,351 | 0 | 0 | ||
| PERSPECTA INC | COM | 715347100 | 43,072 | 1,649,000 | SH | SOLE | 1,649,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 36,144 | 439,500 | SH | SOLE | 439,500 | 0 | 0 | ||
| TD AMERITRADE HLDG CORP | COM | 87236Y108 | 35,676 | 763,937 | SH | SOLE | 763,937 | 0 | 0 | ||
| VERRA MOBILITY CORP | COM | 92511U102 | 36,522 | 2,545,113 | SH | SOLE | 2,545,113 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 26,992 | 770,970 | SH | SOLE | 770,970 | 0 | 0 | ||