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
ADVANCED DRAIN SYS INC DEL COM 00790R104 54,533 400,591 SH   SOLE   400,591 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 52,741 728,174 SH   SOLE   728,174 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 52,224 449,735 SH   SOLE   449,735 0 0
BALL CORP COM 058498106 43,315 449,932 SH   SOLE   449,932 0 0
SCHWAB CHARLES CORP COM 808513105 42,551 505,958 SH   SOLE   505,958 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 58,821 803,778 SH   SOLE   803,778 0 0
DYNATRACE INC COM NEW 268150109 44,169 731,879 SH   SOLE   731,879 0 0
EL POLLO LOCO HLDGS INC COM 268603107 10,474 738,137 SH   SOLE   738,137 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106 17,356 571,846 SH   SOLE   571,846 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 30,335 277,919 SH   SOLE   277,919 0 0
FISERV INC COM 337738108 45,044 433,988 SH   SOLE   433,988 0 0
GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206 54,448 5,810,937 SH   SOLE   5,810,937 0 0
INTUIT COM 461202103 47,215 73,404 SH   SOLE   73,404 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 44,019 1,567,076 SH   SOLE   1,567,076 0 0
MASTERCARD INCORPORATED CL A 57636Q104 67,073 186,665 SH   SOLE   186,665 0 0
MICROSOFT CORP COM 594918104 55,785 165,868 SH   SOLE   165,868 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 53,229 2,566,453 SH   SOLE   2,566,453 0 0
PAYPAL HLDGS INC COM 70450Y103 24,984 132,485 SH   SOLE   132,485 0 0
RH COM 74967X103 29,352 54,768 SH   SOLE   54,768 0 0
T-MOBILE US INC COM 872590104 41,079 354,194 SH   SOLE   354,194 0 0
TERMINIX GLOBAL HOLDINGS INC COM 88087E100 35,478 784,398 SH   SOLE   784,398 0 0
UBER TECHNOLOGIES INC COM 90353T100 57,746 1,377,198 SH   SOLE   1,377,198 0 0
SALESFORCE COM INC COM 79466L302 40,944 161,114 SH   SOLE   161,114 0 0