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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109   8,076,446 95,806 SH   SOLE   95,806 0 0
AMAZON COM INC COM 023135106   15,165,822 116,338 SH   SOLE   116,338 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   16,464,838 214,358 SH   SOLE   214,358 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   792,499 210,771 SH   SOLE   210,771 0 0
BLACK KNIGHT INC COM 09215C105   24,729,773 414,026 SH   SOLE   414,026 0 0
BROADCOM INC COM 11135F101   46,675,541 53,809 SH   SOLE   53,809 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   3,053,817 59,914 SH   SOLE   59,914 0 0
CELLEBRITE DI LTD *W EXP 08/30/202 M2197Q115   681,296 549,432 SH   SOLE   549,432 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   2,020,061 280,564 SH   SOLE   280,564 0 0
CROWN HLDGS INC COM 228368106   22,754,902 261,942 SH   SOLE   261,942 0 0
DOORDASH INC CL A 25809K105   5,155,599 67,464 SH   SOLE   67,464 0 0
EASTMAN KODAK CO COM NEW 277461406   1,695,078 366,900 SH Call SOLE   366,900 0 0
GAMESTOP CORP NEW CL A 36467W109   1,115,500 46,000 SH Call SOLE   46,000 0 0
GODADDY INC CL A 380237107   28,833,241 383,778 SH   SOLE   383,778 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   8,949,443 117,632 SH   SOLE   117,632 0 0
INSTRUCTURE HLDGS INC COM 457790103   12,755,063 506,958 SH   SOLE   506,958 0 0
INTEGRAL ACQUISITION CORP 1 CLASS A COM 45827K101   5,926,640 564,980 SH   SOLE   564,980 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   34,559,283 305,618 SH   SOLE   305,618 0 0
KKR & CO INC COM 48251W104   13,359,696 238,566 SH   SOLE   238,566 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   11,398,531 142,286 SH   SOLE   142,286 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607   25,424,533 776,796 SH   SOLE   776,796 0 0
LUMINAR TECHNOLOGIES INC COM CL A 550424105   846,928 123,100 SH Call SOLE   123,100 0 0
MARVELL TECHNOLOGY INC COM 573874104   8,329,805 139,341 SH   SOLE   139,341 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,535,050 3,903 SH   SOLE   3,903 0 0
MICROSOFT CORP COM 594918104   16,650,703 48,895 SH   SOLE   48,895 0 0
N-ABLE INC COMMON STOCK 62878D100   13,577,621 942,236 SH   SOLE   942,236 0 0
WORKDAY INC CL A 98138H101   11,654,343 51,593 SH   SOLE   51,593 0 0