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 12,466 7,116 SH   SOLE   12,466 0 0
AMERICOLD RLTY TR COM 03064D108 18,186 487,169 SH   SOLE   18,186 0 0
CHURCHILL DOWNS INC COM 171484108 14,436 74,112 SH   SOLE   14,436 0 0
COPART INC COM 217204106 21,289 167,299 SH   SOLE   21,289 0 0
DMY TECHNOLOGY GROUP INC II COM CL A 233277102 4,800 272,900 SH   SOLE   4,800 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 36,094 1,323,085 SH   SOLE   36,094 0 0
GILDAN ACTIVEWEAR INC COM 375916103 10,700 382,019 SH   SOLE   10,700 0 0
IHS MARKIT LTD SHS G47567105 21,192 235,910 SH   SOLE   21,192 0 0
KKR & CO INC COM 48251W104 51,893 1,281,621 SH   SOLE   51,893 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 51,994 328,308 SH   SOLE   51,994 0 0
LKQ CORP COM 501889208 22,560 640,168 SH   SOLE   22,560 0 0
SIMPLY GOOD FOODS CO COM 82900L102 22,387 713,875 SH   SOLE   22,387 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 23,619 324,661 SH   SOLE   23,619 0 0
VERISIGN INC COM 92343E102 16,768 77,488 SH   SOLE   16,768 0 0
VICI PPTYS INC COM 925652109 15,427 604,988 SH   SOLE   15,427 0 0
VISA INC COM CL A 92826C839 6,822 31,188 SH   SOLE   6,822 0 0