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 23,020 138,078 SH   SOLE   138,078 0 0
ALPHABET INC CAP STK CL A 02079K305 4,251 3,765 SH   SOLE   3,765 0 0
ALTABA INC COM 021346101 40,949 559,331 SH   SOLE   559,331 0 0
BROADCOM INC COM 11135F101 57,188 235,691 SH   SOLE   235,691 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 58,835 1,294,776 SH   SOLE   1,294,776 0 0
EQUIFAX INC COM 294429105 14,466 115,627 SH   SOLE   115,627 0 0
FACEBOOK INC CL A 30303M102 36,380 187,215 SH   SOLE   187,215 0 0
FIRST DATA CORP NEW COM CL A 32008D106 32,547 1,555,049 SH   SOLE   1,555,049 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 39,929 189,550 SH   SOLE   189,550 0 0
GCI LIBERTY INC COM CLASS A 36164V305 18,604 412,692 SH   SOLE   412,692 0 0
HCA HEALTHCARE INC COM 40412C101 35,520 346,195 SH   SOLE   346,195 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 12,102 159,821 SH   SOLE   159,821 0 0
MASTERCARD INCORPORATED CL A 57636Q104 20,702 105,345 SH   SOLE   105,345 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 7,251 261,306 SH   SOLE   261,306 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 38,903 710,301 SH   SOLE   710,301 0 0
WEX INC COM 96208T104 26,837 140,893 SH   SOLE   140,893 0 0
WORLDPAY INC CL A 981558109 41,711 510,036 SH   SOLE   510,036 0 0