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 10,458 7,116 SH   SOLE   7,116 0 0
AMERICOLD RLTY TR COM 03064D108 17,670 494,252 SH   SOLE   494,252 0 0
CHURCHILL DOWNS INC COM 171484108 18,691 114,096 SH   SOLE   114,096 0 0
COPART INC COM 217204106 18,174 172,818 SH   SOLE   172,818 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 43,187 1,621,751 SH   SOLE   1,621,751 0 0
GCI LIBERTY INC COM CLASS A 36164V305 17,385 212,120 SH   SOLE   212,120 0 0
IHS MARKIT LTD SHS G47567105 11,762 149,820 SH   SOLE   149,820 0 0
KBR INC COM 48242W106 11,150 498,651 SH   SOLE   498,651 0 0
KKR & CO INC COM 48251W104 42,531 1,238,521 SH   SOLE   1,238,521 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 30,043 210,280 SH   SOLE   210,280 0 0
LKQ CORP COM 501889208 13,848 499,404 SH   SOLE   499,404 0 0
MOODYS CORP COM 615369105 7,917 27,314 SH   SOLE   27,314 0 0
SIMPLY GOOD FOODS CO COM 82900L102 8,779 398,125 SH   SOLE   398,125 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 22,617 373,709 SH   SOLE   373,709 0 0
VERISIGN INC COM 92343E102 13,658 66,671 SH   SOLE   66,671 0 0
VICI PPTYS INC COM 925652109 14,204 607,803 SH   SOLE   607,803 0 0
VISA INC COM CL A 92826C839 6,725 33,630 SH   SOLE   33,630 0 0