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Skye Global Management LP – ‘13F-HR’ for 12/31/17 – ‘INFO-TABLE’

On:  Tuesday, 2/13/18, at 1:12pm ET   ·   Effective:  2/13/18   ·   For:  12/31/17   ·   Accession #:  1420506-18-172   ·   File #:  28-18413

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  As Of               Filer                 Filing    For·On·As Docs:Size             Issuer                      Filing Agent

 2/13/18  Skye Global Management LP         13F-HR     12/31/17    2:21K                                    EDGARfilingagent.com/FA

Quarterly Holdings and Combination Report by a Money Manager   —   Form 13F
Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: 13F-HR      Quarterly Holdings and Combination Report by a      HTML      3K 
                Money Manager -- primary_doc.xml                                 
 2: INFO-TABLE  Information Table for Skye Global Management Lp --  HTML      3K 
                Form13F_InfoTable.xml

‘INFO-TABLE’   —   Information Table for Skye Global Management Lp — Form13F_InfoTable.xml



        

This ‘INFO-TABLE’ Document is an XML Data File that may be rendered in various formats:

  Information Table    –   Plain Text   –  SEC Website  –  EDGAR System  –    XML Data    –  <?xml?> File
 
 
XML Data rendering:  Information Table for Skye Global Management Lp
 
                                                                                                                                                                                
<?xml version="1.0" encoding="windows-1252"?>
<informationTable xsi:schemaLocation="http://www.sec.gov/edgar/document/thirteenf/informationtable eis_13FDocument.xsd" xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:n1="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<infoTable>
<nameOfIssuer> ACTIVISION BLIZZARD INC CMN </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 00507V109 </cusip>
<value> 716 </value>
<shrsOrPrnAmt>
<sshPrnamt> 11300 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 11300 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ADOBE SYSTEMS INC CMN </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 00724F101 </cusip>
<value> 5258 </value>
<shrsOrPrnAmt>
<sshPrnamt> 30000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 30000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ALPHABET INC. CMN CLASS C </nameOfIssuer>
<titleOfClass> COM CL C </titleOfClass>
<cusip> 02079K107 </cusip>
<value> 12034 </value>
<shrsOrPrnAmt>
<sshPrnamt> 11500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 11500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ALTERYX, INC. CMN CLASS A </nameOfIssuer>
<titleOfClass> COM CL A </titleOfClass>
<cusip> 02156B103 </cusip>
<value> 809 </value>
<shrsOrPrnAmt>
<sshPrnamt> 32000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 32000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> AMAZON.COM INC CMN </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 023135106 </cusip>
<value> 27249 </value>
<shrsOrPrnAmt>
<sshPrnamt> 23300 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 23300 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> AMERICAN OUTDOOR BRANDS CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 02874P103 </cusip>
<value> 4841 </value>
<shrsOrPrnAmt>
<sshPrnamt> 377000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 377000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> AMERICAN TOWER CORPORATION CMN </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 03027X100 </cusip>
<value> 1199 </value>
<shrsOrPrnAmt>
<sshPrnamt> 8400 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 8400 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> APOLLO GLOBAL MGMT LLC CL A SHS </nameOfIssuer>
<titleOfClass> SHS </titleOfClass>
<cusip> 037612306 </cusip>
<value> 5623 </value>
<shrsOrPrnAmt>
<sshPrnamt> 168000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 168000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> APPIAN CORPORATION CMN </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 03782L101 </cusip>
<value> 1386 </value>
<shrsOrPrnAmt>
<sshPrnamt> 44000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 44000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ATLASSIAN CORPORATION PLC CMN CLASS A </nameOfIssuer>
<titleOfClass> COM CL A </titleOfClass>
<cusip> G06242104 </cusip>
<value> 547 </value>
<shrsOrPrnAmt>
<sshPrnamt> 12000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 12000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> AUTODESK INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 052769106 </cusip>
<value> 20757 </value>
<shrsOrPrnAmt>
<sshPrnamt> 198000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 198000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> CHASE CORP CMN </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 16150R104 </cusip>
<value> 717 </value>
<shrsOrPrnAmt>
<sshPrnamt> 5950 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 5950 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> CHURCHILL DOWNS INC CMN </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 171484108 </cusip>
<value> 256 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1100 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 1100 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> COLLIERS INTERNATIONAL GROUP INC CMN </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 194693107 </cusip>
<value> 1189 </value>
<shrsOrPrnAmt>
<sshPrnamt> 19700 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 19700 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ELECTRONIC ARTS INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 285512109 </cusip>
<value> 8405 </value>
<shrsOrPrnAmt>
<sshPrnamt> 80000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 80000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> FIRSTSERVICE CORPORATION CMN CLASS </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 33767E103 </cusip>
<value> 2308 </value>
<shrsOrPrnAmt>
<sshPrnamt> 33000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 33000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> GODADDY.COM, INC. CMN CLASS A </nameOfIssuer>
<titleOfClass> COM CL A </titleOfClass>
<cusip> 380237107 </cusip>
<value> 202 </value>
<shrsOrPrnAmt>
<sshPrnamt> 4000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 4000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> GUIDEWIRE SOFTWARE INC CMN </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 40171V100 </cusip>
<value> 687 </value>
<shrsOrPrnAmt>
<sshPrnamt> 9250 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 9250 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> INTERCONTINENTAL EXCHANGE INC CMN </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 45866F104 </cusip>
<value> 953 </value>
<shrsOrPrnAmt>
<sshPrnamt> 13500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 13500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> INTL BUSINESS MACHINES CORP CMN </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 459200101 </cusip>
<value> 798 </value>
<shrsOrPrnAmt>
<sshPrnamt> 5200 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 5200 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> IQVIA HOLDINGS INC. CMN </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 46266C105 </cusip>
<value> 4504 </value>
<shrsOrPrnAmt>
<sshPrnamt> 46000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 46000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> JD.COM, INC. SPONSORED ADR CMN </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 47215P106 </cusip>
<value> 435 </value>
<shrsOrPrnAmt>
<sshPrnamt> 10500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 10500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> KKR & CO. L.P. CMN </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 48248M102 </cusip>
<value> 759 </value>
<shrsOrPrnAmt>
<sshPrnamt> 36000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 36000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 531229888 </cusip>
<value> 1445 </value>
<shrsOrPrnAmt>
<sshPrnamt> 65000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 65000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> LIBERTY MEDIA CORP LIBERTY FORMULA ONE COMMON STOCK </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 531229870 </cusip>
<value> 524 </value>
<shrsOrPrnAmt>
<sshPrnamt> 16000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 16000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> LIVE NATION ENTERTAINMENT INC CMN </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 538034109 </cusip>
<value> 462 </value>
<shrsOrPrnAmt>
<sshPrnamt> 10850 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 10850 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> MADISON SQUARE GARDEN COMPANY </nameOfIssuer>
<titleOfClass> COM CL A </titleOfClass>
<cusip> 55825T103 </cusip>
<value> 1455 </value>
<shrsOrPrnAmt>
<sshPrnamt> 6900 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 6900 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> MICROSOFT CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 594918104 </cusip>
<value> 62230 </value>
<shrsOrPrnAmt>
<sshPrnamt> 727500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 727500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> MIMECAST LTD CMN </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> G14838109 </cusip>
<value> 803 </value>
<shrsOrPrnAmt>
<sshPrnamt> 28000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 28000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> NEW YORK TIMES CO.A CMN CLASS A </nameOfIssuer>
<titleOfClass> COM CL A </titleOfClass>
<cusip> 650111107 </cusip>
<value> 315 </value>
<shrsOrPrnAmt>
<sshPrnamt> 17000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 17000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SALESFORCE.COM, INC CMN </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 79466L302 </cusip>
<value> 317 </value>
<shrsOrPrnAmt>
<sshPrnamt> 3100 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 3100 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SBA COMMUNICATIONS CORPORATION CMN </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 78410G104 </cusip>
<value> 327 </value>
<shrsOrPrnAmt>
<sshPrnamt> 2000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 2000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SERVICENOW INC CMN </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 81762P102 </cusip>
<value> 522 </value>
<shrsOrPrnAmt>
<sshPrnamt> 4000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 4000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SHOPIFY INC CMN CLASS A </nameOfIssuer>
<titleOfClass> COM CL A </titleOfClass>
<cusip> 82509L107 </cusip>
<value> 606 </value>
<shrsOrPrnAmt>
<sshPrnamt> 6000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 6000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> STAR GROUP L P UNIT LTD PARTNR </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 85512C105 </cusip>
<value> 1500 </value>
<shrsOrPrnAmt>
<sshPrnamt> 139500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 139500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> TAKE-TWO INTERACTIVE SOFTWARE </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 874054109 </cusip>
<value> 30739 </value>
<shrsOrPrnAmt>
<sshPrnamt> 280000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 280000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> TWITTER INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 90184L102 </cusip>
<value> 3458 </value>
<shrsOrPrnAmt>
<sshPrnamt> 144000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 144000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> UNITEDHEALTH GROUP INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 91324P102 </cusip>
<value> 11023 </value>
<shrsOrPrnAmt>
<sshPrnamt> 50000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 50000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> VAIL RESORTS INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 91879Q109 </cusip>
<value> 14810 </value>
<shrsOrPrnAmt>
<sshPrnamt> 69700 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 69700 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> VISA INC. CMN CLASS A </nameOfIssuer>
<titleOfClass> COM CL A </titleOfClass>
<cusip> 92826C839 </cusip>
<value> 457 </value>
<shrsOrPrnAmt>
<sshPrnamt> 4000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 4000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> WATSCO INC. CMN </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 942622200 </cusip>
<value> 1208 </value>
<shrsOrPrnAmt>
<sshPrnamt> 7100 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 7100 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> WORKDAY, INC. CMN CLASS A </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 98138H101 </cusip>
<value> 631 </value>
<shrsOrPrnAmt>
<sshPrnamt> 6200 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 6200 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
</informationTable>


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Filing Submission 0001420506-18-000172   –   Alternative Formats (Word / Rich Text, HTML, Plain Text, et al.)
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