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 | 376,053 | 2,520,803 | SH | SOLE | 2,520,803 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 315,876 | 1,828,940 | SH | SOLE | 1,828,940 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 283,184 | 295,257 | SH | SOLE | 295,257 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 191,658 | 199,363 | SH | SOLE | 199,363 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 330,556 | 909,571 | SH | SOLE | 909,571 | 0 | 0 | ||
| COCA COLA EUROPEAN PARTNERS | SHS | G25839104 | 17,274 | 415,050 | SH | SOLE | 415,050 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 358,371 | 9,313,166 | SH | SOLE | 9,313,166 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 20,025 | 100,400 | SH | Call | SOLE | 100,400 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 354,819 | 1,778,988 | SH | SOLE | 1,778,988 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 33,598 | 977,530 | SH | SOLE | 977,530 | 0 | 0 | ||
| F M C CORP | COM NEW | 302491303 | 230,331 | 2,579,007 | SH | SOLE | 2,579,007 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 35,144 | 920,000 | SH | Put | SOLE | 920,000 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 34,325 | 719,000 | SH | SOLE | 719,000 | 0 | 0 | ||
| KROGER CO | COM | 501044101 | 12,899 | 643,000 | SH | Put | SOLE | 643,000 | 0 | 0 | |
| MARATHON PETE CORP | COM | 56585A102 | 180,690 | 3,222,001 | SH | SOLE | 3,222,001 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 92,502 | 838,940 | SH | SOLE | 838,940 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 246,660 | 3,861,310 | SH | SOLE | 3,861,310 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 224,345 | 2,401,470 | SH | SOLE | 2,401,470 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 69,648 | 600,000 | SH | Call | SOLE | 600,000 | 0 | 0 | |
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 136,817 | 1,178,644 | SH | SOLE | 1,178,644 | 0 | 0 | ||