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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 31,251 | 106,303 | SH | SOLE | 106,303 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 22,046 | 15,042 | SH | SOLE | 15,042 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 12,081 | 52,298 | SH | SOLE | 52,298 | 0 | 0 | ||
BLACK KNIGHT INC | COM | 09215C105 | 29,505 | 338,941 | SH | SOLE | 338,941 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 60,732 | 97,274 | SH | SOLE | 97,274 | 0 | 0 | ||
FIVE BELOW INC | COM | 33829M101 | 9,680 | 76,219 | SH | SOLE | 76,219 | 0 | 0 | ||
GODADDY INC | CL A | 380237107 | 30,093 | 396,120 | SH | SOLE | 396,120 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 32,482 | 154,435 | SH | SOLE | 154,435 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 43,468 | 220,618 | SH | SOLE | 220,618 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 15,078 | 31,088 | SH | SOLE | 31,088 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 30,017 | 63,178 | SH | SOLE | 63,178 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 12,878 | 60,186 | SH | SOLE | 60,186 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 39,706 | 198,559 | SH | SOLE | 198,559 | 0 | 0 |