The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
ACCELERATE DIAGNOSTICS INC | COM | 00430H102 | 4,570 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 43,286 | 218,000 | SH | SOLE | 218,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 17,117 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
CINTAS CORP | COM | 172908105 | 34,116 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
GCI LIBERTY INC | COM CLASS A | 36164V305 | 3,700 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
INTERACTIVE BROKERS GROUP IN | COM | 45841N107 | 50,430 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
LAMB WESTON HLDGS INC | COM | 513272104 | 23,288 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 3,256 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
MATCH GROUP INC | COM | 57665R106 | 33,997 | 765,000 | SH | SOLE | 765,000 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 24,549 | 106,000 | SH | SOLE | 106,000 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 20,106 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 5,964 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 58,508 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 18,027 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
TELEFLEX INC | COM | 879369106 | 14,024 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 28,904 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 60,990 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 22,170 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 34,690 | 290,000 | SH | SOLE | 290,000 | 0 | 0 |