The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 30,673 177,600 SH   SOLE   177,600 0 0
ALPHABET INC CAP STK CL A 02079K305 10,760 11,050 SH   SOLE   11,050 0 0
ALPHABET INC CAP STK CL A 02079K305 48,686 50,000 SH Call SOLE   50,000 0 0
ALTABA INC COM 021346101 55,290 834,690 SH   SOLE   834,690 0 0
ANDEAVOR COM 03349M105 2,305 22,350 SH   OTR 1 0 22,350 0
ANDEAVOR LOGISTICS LP COM UNIT LP INT 03350F106 2,798 55,897 SH   SOLE   55,897 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 35,096 434,248 SH   SOLE   434,248 0 0
CAESARS ACQUISITION CO CL A 12768T103 23,316 1,087,012 SH   SOLE   1,087,012 0 0
CAESARS ENTMT CORP COM 127686103 7,544 565,000 SH Call SOLE   565,000 0 0
CBOE HLDGS INC COM 12503M108 876 8,138 SH   SOLE   8,138 0 0
CDK GLOBAL INC COM 12508E101 50,033 793,040 SH   SOLE   793,040 0 0
CDK GLOBAL INC COM 12508E101 43,059 682,500 SH Call SOLE   682,500 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 38,266 409,747 SH   SOLE   409,747 0 0
HRG GROUP INC COM 40434J100 672 43,060 SH   SOLE   43,060 0 0
HRG GROUP INC COM 40434J100 31,827 2,038,900 SH Call SOLE   2,038,900 0 0
IHS MARKIT LTD SHS G47567105 52,568 1,192,551 SH   SOLE   1,192,551 0 0
IMAX CORP COM 45245E109 23,641 1,043,758 SH   SOLE   1,043,758 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 33,506 487,711 SH   SOLE   487,711 0 0
KAR AUCTION SVCS INC COM 48238T109 43,869 918,925 SH   SOLE   918,925 0 0
LKQ CORP COM 501889208 62,183 1,727,777 SH   OTR 1 1,367,277 360,500 0
LKQ CORP COM 501889208 25,121 698,000 SH Call SOLE   698,000 0 0
LOWES COS INC COM 548661107 54,867 686,352 SH   SOLE   686,352 0 0
MARATHON PETE CORP COM 56585A102 5,254 93,680 SH   OTR 1 0 93,680 0
MOHAWK INDS INC COM 608190104 74,640 301,565 SH   OTR 1 248,015 53,550 0
NEWELL BRANDS INC COM 651229106 69,344 1,625,134 SH   OTR 1 1,396,681 228,453 0
NEWELL BRANDS INC COM 651229106 46,596 1,092,000 SH Call SOLE   1,092,000 0 0
PRICELINE GRP INC COM NEW 741503403 45,404 24,800 SH   SOLE   24,800 0 0
S&P GLOBAL INC COM 78409V104 52,033 332,881 SH   SOLE   332,881 0 0
SHERWIN WILLIAMS CO COM 824348106 41,748 116,601 SH   SOLE   116,601 0 0
SHERWIN WILLIAMS CO COM 824348106 32,546 90,900 SH Call SOLE   90,900 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 61,798 1,539,184 SH   SOLE   1,539,184 0 0
VANTIV INC CL A 92210H105 45,770 649,500 SH   SOLE   649,500 0 0
YUM BRANDS INC COM 988498101 18,336 249,100 SH Call SOLE   249,100 0 0
YUM BRANDS INC COM 988498101 39,471 536,223 SH   SOLE   536,223 0 0