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 | 8,084 | 109,252 | SH | SOLE | 109,252 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 750 | 1,216 | SH | SOLE | 1,216 | 0 | 0 | ||
CLARIVATE PLC | ORD SHS | G21810109 | 11,433 | 433,222 | SH | SOLE | 433,222 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 9,348 | 608,562 | SH | SOLE | 608,562 | 0 | 0 | ||
EVENTBRITE INC | COM CL A | 29975E109 | 15,201 | 685,961 | SH | SOLE | 685,961 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 9,294 | 54,000 | SH | SOLE | 54,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 16,275 | 55,256 | SH | SOLE | 55,256 | 0 | 0 | ||
FAIR ISAAC CORP | COM | 303250104 | 5,954 | 12,249 | SH | SOLE | 12,249 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 12,386 | 46,107 | SH | SOLE | 46,107 | 0 | 0 | ||
NEW YORK TIMES CO | CL A | 650111107 | 10,001 | 197,573 | SH | SOLE | 197,573 | 0 | 0 | ||
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 9,696 | 149,171 | SH | SOLE | 149,171 | 0 | 0 | ||
SMARTSHEET INC | COM CL A | 83200N103 | 7,981 | 124,855 | SH | SOLE | 124,855 | 0 | 0 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 809 | 11,584 | SH | SOLE | 11,584 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 16,028 | 94,982 | SH | SOLE | 94,982 | 0 | 0 | ||
WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 6,105 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 8,303 | 33,423 | SH | SOLE | 33,423 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 13,445 | 101,377 | SH | SOLE | 101,377 | 0 | 0 |