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 |
| ACCEL ENTERTAINMENT INC | COM CL A1 | 00436Q106 | 37,647 | 3,727,448 | SH | SOLE | 3,727,448 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 47,429 | 203,792 | SH | SOLE | 203,792 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 13,548 | 44,371 | SH | SOLE | 44,371 | 0 | 0 | ||
| BALL CORP | COM | 058498106 | 7,513 | 80,630 | SH | SOLE | 80,630 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 27,483 | 62,767 | SH | SOLE | 62,767 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 5,608 | 75,512 | SH | SOLE | 75,512 | 0 | 0 | ||
| CHEFS WHSE INC | COM | 163086101 | 21,751 | 846,683 | SH | SOLE | 846,683 | 0 | 0 | ||
| CINEMARK HLDGS INC | COM | 17243V102 | 6,849 | 393,382 | SH | SOLE | 393,382 | 0 | 0 | ||
| CROWN HLDGS INC | COM | 228368106 | 23,461 | 234,142 | SH | SOLE | 234,142 | 0 | 0 | ||
| DENNYS CORP | COM | 24869P104 | 9,930 | 676,418 | SH | SOLE | 676,418 | 0 | 0 | ||
| DINE BRANDS GLOBAL INC | COM | 254423106 | 7,773 | 134,021 | SH | SOLE | 134,021 | 0 | 0 | ||
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 25,528 | 832,352 | SH | SOLE | 832,352 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 21,163 | 147,376 | SH | SOLE | 147,376 | 0 | 0 | ||
| EVENTBRITE INC | COM CL A | 29975E109 | 19,327 | 1,067,782 | SH | SOLE | 1,067,782 | 0 | 0 | ||
| GENESIS PK ACQUISITION CORP | UNIT 99/99/9999 | G38245117 | 24,832 | 2,390,000 | SH | SOLE | 2,390,000 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 43,347 | 522,566 | SH | SOLE | 522,566 | 0 | 0 | ||
| IAA INC | COM | 449253103 | 12,458 | 191,724 | SH | SOLE | 191,724 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 40,237 | 349,006 | SH | SOLE | 349,006 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 8,270 | 204,258 | SH | SOLE | 204,258 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 63,456 | 400,679 | SH | SOLE | 400,679 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 | 42,370 | 973,805 | SH | SOLE | 973,805 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 13,770 | 38,579 | SH | SOLE | 38,579 | 0 | 0 | ||
| OPEN LENDING CORP | COM CL A | 68373J104 | 82,749 | 2,366,959 | SH | SOLE | 2,366,959 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 12,428 | 53,066 | SH | SOLE | 53,066 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 8,759 | 259,688 | SH | SOLE | 259,688 | 0 | 0 | ||
| VERRA MOBILITY CORP | COM | 92511U102 | 33,136 | 2,469,159 | SH | SOLE | 2,469,159 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 24,392 | 350,563 | SH | SOLE | 350,563 | 0 | 0 | ||