The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC COM 02079K107   15,600,000 150,000 SH   SOLE   150,000 0 0
AMAZON COM INC COM 023135106   16,009,950 155,000 SH   SOLE   155,000 0 0
APPFOLIO INC COM CL A 03783C100   497,920 4,000 SH   SOLE   4,000 0 0
CDW CORP COM 12514G108   13,252,520 68,000 SH   SOLE   68,000 0 0
COSTAR GROUP INC COM 22160N109   4,475,250 65,000 SH   SOLE   65,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   10,950,520 74,000 SH   SOLE   74,000 0 0
HARLEY DAVIDSON INC COM 412822108   14,428,600 380,000 SH   SOLE   380,000 0 0
INTUIT COM 461202103   6,687,450 15,000 SH   SOLE   15,000 0 0
NICE LTD SPONSORED ADR 653656108   9,613,380 42,000 SH   SOLE   42,000 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   6,694,590 71,000 SH   SOLE   71,000 0 0
SERVICENOW INC COM 81762P102   10,688,560 23,000 SH   SOLE   23,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   5,876,200 220,000 SH   SOLE   220,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   11,649,550 295,000 SH   SOLE   295,000 0 0
TENABLE HLDGS INC COM 88025T102   6,366,340 134,000 SH   SOLE   134,000 0 0
TENNANT CO COM 880345103   685,300 10,000 SH   SOLE   10,000 0 0
VISA INC COM CL A 92826C839   7,665,640 34,000 SH   SOLE   34,000 0 0