Here is the letter:
https://static1.squarespace.com/static/5aaacb57506fbe4636414126/t/5d3a2ee5c694120001688a00/1564094184541/Q2+2019+Alta+Fox+Capital+Quarterly+Letter.pdf
He discusses positions in PaySign (PAYS), Nintendo (NTDOY) and Keyword Solutions (KWS).