The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ADOBE SYS INC | COM | 00724F101 | 92,550 | 985,200 | SH | SOLE | 985,200 | 0 | 0 | ||
| ALLERGAN PLC | SHS | G0177J108 | 229,700 | 735,041 | SH | SOLE | 735,041 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 97,440 | 128,400 | SH | SOLE | 128,400 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 107,222 | 3,324,700 | SH | SOLE | 3,324,700 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 0 | 1 | SH | SOLE | 1 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 91,550 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| COACH INC | COM | 189754104 | 17,347 | 530,000 | SH | SOLE | 530,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 131,446 | 922,818 | SH | SOLE | 922,818 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 113,022 | 1,079,900 | SH | SOLE | 1,079,900 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 24,162 | 752,700 | SH | SOLE | 752,700 | 0 | 0 | ||
| JARDEN CORP | COM | 471109108 | 141,972 | 2,485,500 | SH | SOLE | 2,485,500 | 0 | 0 | ||
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 36,313 | 293,700 | SH | SOLE | 293,700 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 106,773 | 2,520,600 | SH | SOLE | 2,520,600 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 46,284 | 1,135,250 | SH | SOLE | 1,135,250 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | QVC GP COM SER A | 53071M104 | 59,148 | 2,165,000 | SH | SOLE | 2,165,000 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 47,312 | 622,200 | SH | SOLE | 622,200 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 97,572 | 825,900 | SH | SOLE | 825,900 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 151,710 | 2,734,505 | SH | SOLE | 2,734,505 | 0 | 0 | ||
| PFIZER INC | COM | 717081103 | 80,852 | 2,504,700 | SH | SOLE | 2,504,700 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 87,099 | 2,331,335 | SH | SOLE | 2,331,335 | 0 | 0 | ||
| STARWOOD HOTELS&RESORTS WRLD | COM | 85590A401 | 33,975 | 490,400 | SH | SOLE | 490,400 | 0 | 0 | ||
| TEVA PHARMACEUTICAL INDS LTD | ADR | 881624209 | 93,655 | 1,426,800 | SH | SOLE | 1,426,800 | 0 | 0 | ||
| TIME WARNER CABLE INC | COM | 88732J207 | 68,687 | 370,100 | SH | SOLE | 370,100 | 0 | 0 | ||
| VODAFONE GROUP PLC NEW | SPNSR ADR NO PAR | 92857W308 | 75,027 | 2,325,700 | SH | SOLE | 2,325,700 | 0 | 0 | ||