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
ACCEL ENTERTAINMENT INC COM CL A1 00436Q106 40,014 3,370,987 SH   SOLE   3,370,987 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 34,952 154,122 SH   SOLE   154,122 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 12,567 202,043 SH   SOLE   202,043 0 0
APPLOVIN CORP COM CL A 03831W108 26,563 353,368 SH   SOLE   353,368 0 0
BROADCOM INC COM 11135F101 23,376 49,022 SH   SOLE   49,022 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 24,453 235,695 SH   SOLE   235,695 0 0
CINEMARK HLDGS INC COM 17243V102 9,276 422,604 SH   SOLE   422,604 0 0
CROWN HLDGS INC COM 228368106 31,759 310,723 SH   SOLE   310,723 0 0
DINE BRANDS GLOBAL INC COM 254423106 7,977 89,376 SH   SOLE   89,376 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 30,577 881,436 SH   SOLE   881,436 0 0
ELECTRONIC ARTS INC COM 285512109 15,105 105,017 SH   SOLE   105,017 0 0
EVENTBRITE INC COM CL A 29975E109 6,914 363,880 SH   SOLE   363,880 0 0
FIFTH WALL ACQUISITION CORP COM CL A 316790104 1,348 109,472 SH   SOLE   109,472 0 0
GENESIS PK ACQUISITION CORP *W EXP 05/27/202 G38245125 3,107 1,273,162 SH   SOLE   1,273,162 0 0
GENESIS PK ACQUISITION CORP SHS CL A G38245109 26,342 2,554,984 SH   SOLE   2,554,984 0 0
GODADDY INC CL A 380237107 45,486 523,066 SH   SOLE   523,066 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 40,875 344,354 SH   SOLE   344,354 0 0
KKR & CO INC COM 48251W104 13,148 221,951 SH   SOLE   221,951 0 0
LEAD EDGE GROWTH OPRTUNTS LT UNIT 04/01/2026 G54085124 10,946 1,094,572 SH   SOLE   1,094,572 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 62,482 359,797 SH   SOLE   359,797 0 0
LIBERTY MEDIA ACQUISITION CO UNIT 01/22/2026 53073L203 464 43,789 SH   SOLE   43,789 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 47,240 1,018,322 SH   SOLE   1,018,322 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,188 3,253 SH   SOLE   3,253 0 0
MICROSOFT CORP COM 594918104 20,233 74,689 SH   SOLE   74,689 0 0
OPEN LENDING CORP COM CL A 68373J104 59,831 1,388,509 SH   SOLE   1,388,509 0 0
PAYPAL HLDGS INC COM 70450Y103 12,147 41,672 SH   SOLE   41,672 0 0
SOCIAL CAP SUVRETTA HLD CRPI CLASS A ORD SHS G8253W109 1,011 100,000 SH   SOLE   100,000 0 0
SOCIAL CAP SUVRETTA HLDS CP CLASS A ORD SHS G8253Y105 1,010 100,000 SH   SOLE   100,000 0 0
SOCIAL CAP SUVRETTA HLDS CRP CLASS A ORD SHS G8253T106 1,011 100,000 SH   SOLE   100,000 0 0
SOCIAL CAP SUVRETTA HLDS CRP CLASS A ORD SHS G8253U103 1,012 100,000 SH   SOLE   100,000 0 0
TRIP COM GROUP LTD ADS 89677Q107 3,616 101,965 SH   SOLE   101,965 0 0
VERRA MOBILITY CORP COM 92511U102 38,249 2,488,556 SH   SOLE   2,488,556 0 0
YANDEX N V SHS CLASS A N97284108 20,604 291,222 SH   SOLE   291,222 0 0