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 |
BALL CORP | COM | 058498106 | 7,457 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | ||
BLACK KNIGHT INC | COM | 09215C105 | 7,399 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
CANNAE HLDGS INC | COM | 13765N107 | 4,358 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
CINTAS CORP | COM | 172908105 | 7,509 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
DUN & BRADSTREET HLDGS INC | COM | 26484T106 | 13,096 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
KANSAS CITY SOUTHERN | COM NEW | 485170302 | 10,557 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 9,459 | 63,000 | SH | SOLE | 63,000 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 12,462 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 12,024 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
MOODYS CORP | COM | 615369105 | 7,107 | 23,800 | SH | SOLE | 23,800 | 0 | 0 | ||
NEOGAMES S A | SHS | L6673X107 | 10,194 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 9,594 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
SMARTSHEET INC | COM CL A | 83200N103 | 6,392 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 12,346 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 6,211 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
XPEL INC | COM | 98379L100 | 5,193 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 7,360 | 55,500 | SH | SOLE | 55,500 | 0 | 0 |