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 |
| BALL CORP | COM | 058498106 | 9,318 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 7,068 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| CANNAE HLDGS INC | COM | 13765N107 | 4,870 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| DUN & BRADSTREET HLDGS INC | COM | 26484T106 | 12,450 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 6,968 | 44,000 | SH | SOLE | 44,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 10,708 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 11,343 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 8,127 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| NEOGAMES S A | SHS | L6673X107 | 5,129 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 9,554 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 6,236 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 11,139 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 5,990 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 7,943 | 55,500 | SH | SOLE | 55,500 | 0 | 0 | ||