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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLERGAN PLC SHS G0177J108 21,268 126,379 SH   SOLE   126,379 0 0
ALPHABET INC CAP STK CL A 02079K305 8,655 8,345 SH   SOLE   8,345 0 0
ALTABA INC COM 021346101 41,413 559,331 SH   SOLE   559,331 0 0
BROADCOM LTD SHS Y09827109 36,375 154,359 SH   SOLE   154,359 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 26,700 1,556,868 SH   SOLE   1,556,868 0 0
EQUIFAX INC COM 294429105 13,622 115,627 SH   SOLE   115,627 0 0
FACEBOOK INC CL A 30303M102 29,915 187,215 SH   SOLE   187,215 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 36,236 178,945 SH   SOLE   178,945 0 0
GCI LIBERTY INC COM CLASS A 36164V305 14,087 266,492 SH   SOLE   266,492 0 0
HCA HEALTHCARE INC COM 40412C101 33,581 346,195 SH   SOLE   346,195 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 8,828 103,021 SH   SOLE   103,021 0 0
MASTERCARD INCORPORATED CL A 57636Q104 20,734 118,373 SH   SOLE   118,373 0 0
SABRE CORP COM 78573M104 13,026 607,281 SH   SOLE   607,281 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 53,778 907,951 SH   SOLE   907,951 0 0
TOTAL SYS SVCS INC COM 891906109 8,305 96,283 SH   SOLE   96,283 0 0
VISA INC COM CL A 92826C839 2,657 22,212 SH   SOLE   22,212 0 0
WEX INC COM 96208T104 33,966 216,868 SH   SOLE   216,868 0 0
WORLDPAY INC CL A 981558109 39,184 476,456 SH   SOLE   476,456 0 0
ZOETIS INC CL A 98978V103 15,863 189,956 SH   SOLE   189,956 0 0