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 C | 02079K107 | 8,177 | 7,896 | SH | SOLE | 7,896 | 0 | 0 | ||
ARAMARK | COM | 03852U106 | 9,586 | 330,880 | SH | SOLE | 330,880 | 0 | 0 | ||
BANDWIDTH INC | COM CL A | 05988J103 | 5,337 | 130,966 | SH | SOLE | 130,966 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 20,393 | 83,600 | SH | SOLE | 83,600 | 0 | 0 | ||
EQUITY COMWLTH | COM SH BEN INT | 294628102 | 31,904 | 1,063,107 | SH | SOLE | 1,063,107 | 0 | 0 | ||
GCI LIBERTY INC | COM CLASS A | 36164V305 | 20,373 | 494,974 | SH | SOLE | 494,974 | 0 | 0 | ||
IHS MARKIT LTD | SHS | G47567105 | 10,279 | 214,275 | SH | SOLE | 214,275 | 0 | 0 | ||
INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 2,879 | 52,678 | SH | SOLE | 52,678 | 0 | 0 | ||
KKR & CO INC | CL A | 48251W104 | 20,662 | 1,052,568 | SH | SOLE | 1,052,568 | 0 | 0 | ||
LKQ CORP | COM | 501889208 | 13,101 | 552,097 | SH | SOLE | 552,097 | 0 | 0 | ||
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 5,675 | 72,164 | SH | SOLE | 72,164 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 9,926 | 61,314 | SH | SOLE | 61,314 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 6,006 | 58,347 | SH | SOLE | 58,347 | 0 | 0 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 6,857 | 36,900 | SH | SOLE | 36,900 | 0 | 0 |