FORM 13F INFORMATION TABLE
| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | VALUE (X$1000) | SHRS or PRN AMT | SH or PRN | PUT / CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | ||
| SOLE | SHARED | NONE | |||||||||
| ACTIVISION BLIZZARD INC CMN | COM | 00507V109 | 716 | 11300 | SH | - | SOLE | - | 11300 | 0 | 0 |
| ADOBE SYSTEMS INC CMN | COM | 00724F101 | 5258 | 30000 | SH | - | SOLE | - | 30000 | 0 | 0 |
| ALPHABET INC. CMN CLASS C | COM CL C | 02079K107 | 12034 | 11500 | SH | - | SOLE | - | 11500 | 0 | 0 |
| ALTERYX, INC. CMN CLASS A | COM CL A | 02156B103 | 809 | 32000 | SH | - | SOLE | - | 32000 | 0 | 0 |
| AMAZON.COM INC CMN | COM | 023135106 | 27249 | 23300 | SH | - | SOLE | - | 23300 | 0 | 0 |
| AMERICAN OUTDOOR BRANDS CORP | COM | 02874P103 | 4841 | 377000 | SH | - | SOLE | - | 377000 | 0 | 0 |
| AMERICAN TOWER CORPORATION CMN | COM | 03027X100 | 1199 | 8400 | SH | - | SOLE | - | 8400 | 0 | 0 |
| APOLLO GLOBAL MGMT LLC CL A SHS | SHS | 037612306 | 5623 | 168000 | SH | - | SOLE | - | 168000 | 0 | 0 |
| APPIAN CORPORATION CMN | COM | 03782L101 | 1386 | 44000 | SH | - | SOLE | - | 44000 | 0 | 0 |
| ATLASSIAN CORPORATION PLC CMN CLASS A | COM CL A | G06242104 | 547 | 12000 | SH | - | SOLE | - | 12000 | 0 | 0 |
| AUTODESK INC | COM | 052769106 | 20757 | 198000 | SH | - | SOLE | - | 198000 | 0 | 0 |
| CHASE CORP CMN | COM | 16150R104 | 717 | 5950 | SH | - | SOLE | - | 5950 | 0 | 0 |
| CHURCHILL DOWNS INC CMN | COM | 171484108 | 256 | 1100 | SH | - | SOLE | - | 1100 | 0 | 0 |
| COLLIERS INTERNATIONAL GROUP INC CMN | COM | 194693107 | 1189 | 19700 | SH | - | SOLE | - | 19700 | 0 | 0 |
| ELECTRONIC ARTS INC | COM | 285512109 | 8405 | 80000 | SH | - | SOLE | - | 80000 | 0 | 0 |
| FIRSTSERVICE CORPORATION CMN CLASS | COM | 33767E103 | 2308 | 33000 | SH | - | SOLE | - | 33000 | 0 | 0 |
| GODADDY.COM, INC. CMN CLASS A | COM CL A | 380237107 | 202 | 4000 | SH | - | SOLE | - | 4000 | 0 | 0 |
| GUIDEWIRE SOFTWARE INC CMN | COM | 40171V100 | 687 | 9250 | SH | - | SOLE | - | 9250 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE INC CMN | COM | 45866F104 | 953 | 13500 | SH | - | SOLE | - | 13500 | 0 | 0 |
| INTL BUSINESS MACHINES CORP CMN | COM | 459200101 | 798 | 5200 | SH | - | SOLE | - | 5200 | 0 | 0 |
| IQVIA HOLDINGS INC. CMN | COM | 46266C105 | 4504 | 46000 | SH | - | SOLE | - | 46000 | 0 | 0 |
| JD.COM, INC. SPONSORED ADR CMN | COM | 47215P106 | 435 | 10500 | SH | - | SOLE | - | 10500 | 0 | 0 |
| KKR & CO. L.P. CMN | COM | 48248M102 | 759 | 36000 | SH | - | SOLE | - | 36000 | 0 | 0 |
| LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP | COM | 531229888 | 1445 | 65000 | SH | - | SOLE | - | 65000 | 0 | 0 |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE COMMON STOCK | COM | 531229870 | 524 | 16000 | SH | - | SOLE | - | 16000 | 0 | 0 |
| LIVE NATION ENTERTAINMENT INC CMN | COM | 538034109 | 462 | 10850 | SH | - | SOLE | - | 10850 | 0 | 0 |
| MADISON SQUARE GARDEN COMPANY | COM CL A | 55825T103 | 1455 | 6900 | SH | - | SOLE | - | 6900 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | 62230 | 727500 | SH | - | SOLE | - | 727500 | 0 | 0 |
| MIMECAST LTD CMN | COM | G14838109 | 803 | 28000 | SH | - | SOLE | - | 28000 | 0 | 0 |
| NEW YORK TIMES CO.A CMN CLASS A | COM CL A | 650111107 | 315 | 17000 | SH | - | SOLE | - | 17000 | 0 | 0 |
| SALESFORCE.COM, INC CMN | COM | 79466L302 | 317 | 3100 | SH | - | SOLE | - | 3100 | 0 | 0 |
| SBA COMMUNICATIONS CORPORATION CMN | COM | 78410G104 | 327 | 2000 | SH | - | SOLE | - | 2000 | 0 | 0 |
| SERVICENOW INC CMN | COM | 81762P102 | 522 | 4000 | SH | - | SOLE | - | 4000 | 0 | 0 |
| SHOPIFY INC CMN CLASS A | COM CL A | 82509L107 | 606 | 6000 | SH | - | SOLE | - | 6000 | 0 | 0 |
| STAR GROUP L P UNIT LTD PARTNR | COM | 85512C105 | 1500 | 139500 | SH | - | SOLE | - | 139500 | 0 | 0 |
| TAKE-TWO INTERACTIVE SOFTWARE | COM | 874054109 | 30739 | 280000 | SH | - | SOLE | - | 280000 | 0 | 0 |
| TWITTER INC | COM | 90184L102 | 3458 | 144000 | SH | - | SOLE | - | 144000 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 11023 | 50000 | SH | - | SOLE | - | 50000 | 0 | 0 |
| VAIL RESORTS INC | COM | 91879Q109 | 14810 | 69700 | SH | - | SOLE | - | 69700 | 0 | 0 |
| VISA INC. CMN CLASS A | COM CL A | 92826C839 | 457 | 4000 | SH | - | SOLE | - | 4000 | 0 | 0 |
| WATSCO INC. CMN | COM | 942622200 | 1208 | 7100 | SH | - | SOLE | - | 7100 | 0 | 0 |
| WORKDAY, INC. CMN CLASS A | COM | 98138H101 | 631 | 6200 | SH | - | SOLE | - | 6200 | 0 | 0 |
[Repeat as Necessary]