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Information Table |
Info Table: |
| Name of Issuer: ACTIVISION BLIZZARD INC CMN |
| Title of Class: COM |
| CUSIP: 00507V-10-9 |
| Value: 716 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 11300 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 11300 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: ADOBE SYSTEMS INC CMN |
| Title of Class: COM |
| CUSIP: 00724F-10-1 |
| Value: 5,258 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 30000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 30000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: ALPHABET INC. CMN CLASS C |
| Title of Class: COM CL C |
| CUSIP: 02079K-10-7 |
| Value: 12,034 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 11500 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 11500 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: ALTERYX, INC. CMN CLASS A |
| Title of Class: COM CL A |
| CUSIP: 02156B-10-3 |
| Value: 809 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 32000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 32000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: AMAZON.COM INC CMN |
| Title of Class: COM |
| CUSIP: 023135-10-6 |
| Value: 27,249 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 23300 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 23300 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: AMERICAN OUTDOOR BRANDS CORP |
| Title of Class: COM |
| CUSIP: 02874P-10-3 |
| Value: 4,841 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 377000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 377000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: AMERICAN TOWER CORPORATION CMN |
| Title of Class: COM |
| CUSIP: 03027X-10-0 |
| Value: 1,199 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 8400 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 8400 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: APOLLO GLOBAL MGMT LLC CL A SHS |
| Title of Class: SHS |
| CUSIP: 037612-30-6 |
| Value: 5,623 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 168000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 168000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: APPIAN CORPORATION CMN |
| Title of Class: COM |
| CUSIP: 03782L-10-1 |
| Value: 1,386 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 44000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 44000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: ATLASSIAN CORPORATION PLC CMN CLASS A |
| Title of Class: COM CL A |
| CUSIP: G06242-10-4 |
| Value: 547 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 12000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 12000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: AUTODESK INC |
| Title of Class: COM |
| CUSIP: 052769-10-6 |
| Value: 20,757 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 198000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 198000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: CHASE CORP CMN |
| Title of Class: COM |
| CUSIP: 16150R-10-4 |
| Value: 717 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 5950 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 5950 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: CHURCHILL DOWNS INC CMN |
| Title of Class: COM |
| CUSIP: 171484-10-8 |
| Value: 256 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 1100 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 1100 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: COLLIERS INTERNATIONAL GROUP INC CMN |
| Title of Class: COM |
| CUSIP: 194693-10-7 |
| Value: 1,189 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 19700 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 19700 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: ELECTRONIC ARTS INC |
| Title of Class: COM |
| CUSIP: 285512-10-9 |
| Value: 8,405 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 80000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 80000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: FIRSTSERVICE CORPORATION CMN CLASS |
| Title of Class: COM |
| CUSIP: 33767E-10-3 |
| Value: 2,308 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 33000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 33000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: GODADDY.COM, INC. CMN CLASS A |
| Title of Class: COM CL A |
| CUSIP: 380237-10-7 |
| Value: 202 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 4000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 4000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: GUIDEWIRE SOFTWARE INC CMN |
| Title of Class: COM |
| CUSIP: 40171V-10-0 |
| Value: 687 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 9250 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 9250 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: INTERCONTINENTAL EXCHANGE INC CMN |
| Title of Class: COM |
| CUSIP: 45866F-10-4 |
| Value: 953 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 13500 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 13500 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: INTL BUSINESS MACHINES CORP CMN |
| Title of Class: COM |
| CUSIP: 459200-10-1 |
| Value: 798 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 5200 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 5200 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: IQVIA HOLDINGS INC. CMN |
| Title of Class: COM |
| CUSIP: 46266C-10-5 |
| Value: 4,504 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 46000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 46000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: JD.COM, INC. SPONSORED ADR CMN |
| Title of Class: COM |
| CUSIP: 47215P-10-6 |
| Value: 435 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 10500 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 10500 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: KKR & CO. L.P. CMN |
| Title of Class: COM |
| CUSIP: 48248M-10-2 |
| Value: 759 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 36000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 36000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP |
| Title of Class: COM |
| CUSIP: 531229-88-8 |
| Value: 1,445 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 65000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 65000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: LIBERTY MEDIA CORP LIBERTY FORMULA ONE COMMON STOCK |
| Title of Class: COM |
| CUSIP: 531229-87-0 |
| Value: 524 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 16000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 16000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: LIVE NATION ENTERTAINMENT INC CMN |
| Title of Class: COM |
| CUSIP: 538034-10-9 |
| Value: 462 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 10850 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 10850 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: MADISON SQUARE GARDEN COMPANY |
| Title of Class: COM CL A |
| CUSIP: 55825T-10-3 |
| Value: 1,455 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 6900 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 6900 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: MICROSOFT CORP |
| Title of Class: COM |
| CUSIP: 594918-10-4 |
| Value: 62,230 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 727500 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 727500 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: MIMECAST LTD CMN |
| Title of Class: COM |
| CUSIP: G14838-10-9 |
| Value: 803 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 28000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 28000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: NEW YORK TIMES CO.A CMN CLASS A |
| Title of Class: COM CL A |
| CUSIP: 650111-10-7 |
| Value: 315 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 17000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 17000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: SALESFORCE.COM, INC CMN |
| Title of Class: COM |
| CUSIP: 79466L-30-2 |
| Value: 317 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 3100 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 3100 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: SBA COMMUNICATIONS CORPORATION CMN |
| Title of Class: COM |
| CUSIP: 78410G-10-4 |
| Value: 327 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 2000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 2000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: SERVICENOW INC CMN |
| Title of Class: COM |
| CUSIP: 81762P-10-2 |
| Value: 522 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 4000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 4000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: SHOPIFY INC CMN CLASS A |
| Title of Class: COM CL A |
| CUSIP: 82509L-10-7 |
| Value: 606 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 6000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 6000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: STAR GROUP L P UNIT LTD PARTNR |
| Title of Class: COM |
| CUSIP: 85512C-10-5 |
| Value: 1,500 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 139500 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 139500 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: TAKE-TWO INTERACTIVE SOFTWARE |
| Title of Class: COM |
| CUSIP: 874054-10-9 |
| Value: 30,739 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 280000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 280000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: TWITTER INC |
| Title of Class: COM |
| CUSIP: 90184L-10-2 |
| Value: 3,458 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 144000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 144000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: UNITEDHEALTH GROUP INC |
| Title of Class: COM |
| CUSIP: 91324P-10-2 |
| Value: 11,023 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 50000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 50000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: VAIL RESORTS INC |
| Title of Class: COM |
| CUSIP: 91879Q-10-9 |
| Value: 14,810 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 69700 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 69700 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: VISA INC. CMN CLASS A |
| Title of Class: COM CL A |
| CUSIP: 92826C-83-9 |
| Value: 457 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 4000 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 4000 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: WATSCO INC. CMN |
| Title of Class: COM |
| CUSIP: 942622-20-0 |
| Value: 1,208 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 7100 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 7100 |
| | Shared: 0 |
| | None: 0 |
Info Table: |
| Name of Issuer: WORKDAY, INC. CMN CLASS A |
| Title of Class: COM |
| CUSIP: 98138H-10-1 |
| Value: 631 |
| Shrs or Prn Amt: |
| | Ssh Prnamt: 6200 |
| | Ssh Prnamt Type: SH |
| Investment Discretion: SOLE |
| Voting Authority: |
| | Sole: 6200 |
| | Shared: 0 |
| | None: 0 |