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 INC COM 00724F101 1,782 6,450 SH   SOLE   6,450 0 0
ALPHABET INC CAP STK CL C 02079K107 13,738 11,270 SH   SOLE   11,270 0 0
AMERICOLD RLTY TR COM 03064D108 10,579 285,382 SH   SOLE   285,382 0 0
BANDWIDTH INC COM CL A 05988J103 7,105 109,127 SH   SOLE   109,127 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 4,802 98,323 SH   SOLE   98,323 0 0
CHURCHILL DOWNS INC COM 171484108 40,832 330,742 SH   SOLE   330,742 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 30,859 900,983 SH   SOLE   900,983 0 0
GCI LIBERTY INC COM CLASS A 36164V305 20,083 323,557 SH   SOLE   323,557 0 0
IHS MARKIT LTD SHS G47567105 9,151 136,822 SH   SOLE   136,822 0 0
KBR INC COM 48242W106 13,414 546,600 SH   SOLE   546,600 0 0
KKR & CO INC CL A 48251W104 32,043 1,193,405 SH   SOLE   1,193,405 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 5,307 50,700 SH   SOLE   50,700 0 0
LKQ CORP COM 501889208 11,194 355,934 SH   SOLE   355,934 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 7,149 138,620 SH   SOLE   138,620 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 8,248 197,175 SH   SOLE   197,175 0 0
VISA INC COM CL A 92826C839 9,607 55,850 SH   SOLE   55,850 0 0