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
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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
ACCEL ENTMT INC *W EXP 11/20/202 00436Q114 7,597 2,575,395 SH   SOLE   2,575,395 0 0
ACCEL ENTMT INC COM CL A1 00436Q106 30,855 2,468,364 SH   SOLE   2,468,364 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 53,937 254,300 SH   SOLE   254,300 0 0
AUTODESK INC COM 052769106 11,283 61,500 SH   SOLE   61,500 0 0
BLACK KNIGHT INC COM 09215C105 9,529 147,784 SH   SOLE   147,784 0 0
BROADCOM INC COM 11135F101 42,134 133,327 SH   SOLE   133,327 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 2,420 268,046 SH   SOLE   268,046 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 5,739 126,500 SH   SOLE   126,500 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 34,942 1,186,500 SH   SOLE   1,186,500 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 15,409 110,781 SH   SOLE   110,781 0 0
FISERV INC COM 337738108 16,256 140,584 SH   SOLE   140,584 0 0
GCI LIBERTY INC COM CLASS A 36164V305 37,564 530,189 SH   SOLE   530,189 0 0
GODADDY INC CL A 380237107 17,320 255,000 SH   SOLE   255,000 0 0
HCA HEALTHCARE INC COM 40412C101 45,597 308,481 SH   SOLE   308,481 0 0
IAA INC COM 449253103 7,124 151,374 SH   SOLE   151,374 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 28,678 309,864 SH   SOLE   309,864 0 0
KKR & CO INC CL A 48251W104 7,037 241,233 SH   SOLE   241,233 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 10,302 81,926 SH   SOLE   81,926 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 18,593 386,219 SH   SOLE   386,219 0 0
PERSPECTA INC COM 715347100 43,600 1,649,000 SH   SOLE   1,649,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 41,593 570,700 SH   SOLE   570,700 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 17,324 348,572 SH   SOLE   348,572 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 2,996 63,000 SH   SOLE   63,000 0 0
VERRA MOBILITY CORP COM 92511U102 31,073 2,221,113 SH   SOLE   2,221,113 0 0
YANDEX N V SHS CLASS A N97284108 17,776 408,743 SH   SOLE   408,743 0 0