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 |
|
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 C | 02079K107 | 8,114 | 6,799 | SH | SOLE | 6,799 | 0 | 0 | ||
ARAMARK | COM | 03852U106 | 10,824 | 251,597 | SH | SOLE | 251,597 | 0 | 0 | ||
BRIGHTVIEW HLDGS INC | COM | 10948C107 | 546 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
CENTURY CMNTYS INC | COM | 156504300 | 5,012 | 190,923 | SH | SOLE | 190,923 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 10,275 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
EQUITY COMWLTH | COM SH BEN INT | 294628102 | 34,585 | 1,077,758 | SH | SOLE | 1,077,758 | 0 | 0 | ||
GCI LIBERTY INC | COM CLASS A | 36164V305 | 23,914 | 468,903 | SH | SOLE | 468,903 | 0 | 0 | ||
IHS MARKIT LTD | SHS | G47567105 | 16,251 | 301,175 | SH | SOLE | 301,175 | 0 | 0 | ||
KKR & CO INC | CL A | 48251W104 | 26,799 | 982,718 | SH | SOLE | 982,718 | 0 | 0 | ||
LKQ CORP | COM | 501889208 | 9,744 | 307,685 | SH | SOLE | 307,685 | 0 | 0 | ||
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 7,697 | 94,557 | SH | SOLE | 94,557 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 5,034 | 31,338 | SH | SOLE | 31,338 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 8,279 | 59,997 | SH | SOLE | 59,997 | 0 | 0 | ||
UNIFIRST CORP MASS | COM | 904708104 | 7,380 | 42,498 | SH | SOLE | 42,498 | 0 | 0 | ||
UNIVAR INC | COM | 91336L107 | 21,683 | 707,201 | SH | SOLE | 707,201 | 0 | 0 |