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 |
BLACK KNIGHT INC | COM | 09215C105 | 21,628 | 335,420 | SH | SOLE | 335,420 | 0 | 0 | ||
CARVANA CO | CL A | 146869102 | 4,878 | 52,994 | SH | SOLE | 52,994 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 23,817 | 49,100 | SH | SOLE | 49,100 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 28,877 | 210,472 | SH | SOLE | 210,472 | 0 | 0 | ||
CLARIVATE ANALYTICS PLC | COM | G21810109 | 29,658 | 1,765,346 | SH | SOLE | 1,765,346 | 0 | 0 | ||
CREE INC | COM | 225447101 | 4,553 | 98,653 | SH | SOLE | 98,653 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 25,473 | 124,106 | SH | SOLE | 124,106 | 0 | 0 | ||
FAIR ISAAC CORP | COM | 303250104 | 7,494 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 27,844 | 200,186 | SH | SOLE | 200,186 | 0 | 0 | ||
KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 28,712 | 279,765 | SH | SOLE | 279,765 | 0 | 0 | ||
LKQ CORP | COM | 501889208 | 16,149 | 452,360 | SH | SOLE | 452,360 | 0 | 0 | ||
NEW YORK TIMES CO | CL A | 650111107 | 18,220 | 566,354 | SH | SOLE | 566,354 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 27,093 | 267,430 | SH | SOLE | 267,430 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 19,546 | 84,522 | SH | SOLE | 84,522 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 28,867 | 102,249 | SH | SOLE | 102,249 | 0 | 0 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 14,170 | 230,774 | SH | SOLE | 230,774 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 6,183 | 37,599 | SH | SOLE | 37,599 | 0 | 0 |