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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 9,217 | 3,300 | SH | SOLE | 3,300 | 0 | 0 | ||
| BALL CORP | COM | 058498106 | 11,250 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 10,728 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 13,784 | 167,000 | SH | SOLE | 167,000 | 0 | 0 | ||
| CINTAS CORP | COM | 172908105 | 5,955 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 3,402 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 10,338 | 21,500 | SH | SOLE | 21,500 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 10,961 | 81,000 | SH | SOLE | 81,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 15,725 | 44,000 | SH | SOLE | 44,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 15,724 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 8,435 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| NEOGAMES S A | SHS | L6673X107 | 1,774 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 13,479 | 54,000 | SH | SOLE | 54,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 14,334 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||