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 |
ALPHABET INC | CAP STK CL A | 02079K305 | 51,203 | 49,000 | SH | SOLE | 49,000 | 0 | 0 | ||
BLACK KNIGHT INC | COM | 09215C105 | 42,537 | 944,000 | SH | SOLE | 944,000 | 0 | 0 | ||
BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 29,146 | 760,000 | SH | SOLE | 760,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 68,108 | 239,000 | SH | SOLE | 239,000 | 0 | 0 | ||
ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 631 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 20,712 | 158,000 | SH | SOLE | 158,000 | 0 | 0 | ||
GODADDY INC | CL A | 380237107 | 28,479 | 434,000 | SH | SOLE | 434,000 | 0 | 0 | ||
LKQ CORP | COM | 501889208 | 23,849 | 1,005,000 | SH | SOLE | 1,005,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 22,041 | 217,000 | SH | SOLE | 217,000 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 64,161 | 763,000 | SH | SOLE | 763,000 | 0 | 0 | ||
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 36,924 | 706,000 | SH | SOLE | 706,000 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 29,200 | 164,000 | SH | SOLE | 164,000 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 61,551 | 181,000 | SH | SOLE | 181,000 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 147,969 | 3,075,000 | SH | SOLE | 3,075,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 72,963 | 553,000 | SH | SOLE | 553,000 | 0 | 0 |