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
ALPHABET INC CAP STK CL C 02079K107 13,588 10,163 SH   SOLE   10,163 0 0
AMERICOLD RLTY TR COM 03064D108 7,934 226,309 SH   SOLE   226,309 0 0
BANDWIDTH INC COM CL A 05988J103 7,015 109,527 SH   SOLE   109,527 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 586 10,473 SH   SOLE   10,473 0 0
CHURCHILL DOWNS INC COM 171484108 45,378 330,742 SH   SOLE   330,742 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 28,860 879,078 SH   SOLE   879,078 0 0
GCI LIBERTY INC COM CLASS A 36164V305 23,427 330,663 SH   SOLE   330,663 0 0
GILDAN ACTIVEWEAR INC COM 375916103 7,781 263,505 SH   SOLE   263,505 0 0
IHS MARKIT LTD SHS G47567105 11,138 147,822 SH   SOLE   147,822 0 0
KBR INC COM 48242W106 26,514 869,300 SH   SOLE   869,300 0 0
KKR & CO INC CL A 48251W104 31,815 1,090,669 SH   SOLE   1,090,669 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 6,627 52,700 SH   SOLE   52,700 0 0
LKQ CORP COM 501889208 13,428 376,134 SH   SOLE   376,134 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 10,486 170,786 SH   SOLE   170,786 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 11,956 251,379 SH   SOLE   251,379 0 0
VISA INC COM CL A 92826C839 8,221 43,750 SH   SOLE   43,750 0 0