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
ALPHABET INC CAP STK CL C 02079K107 204,136 182,975 SH   SOLE   182,975 0 0
ALTABA INC COM 021346101 156,859 2,142,591 SH   SOLE   2,142,591 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 128,854 1,879,711 SH   SOLE   1,879,711 0 0
AUTODESK INC COM 052769106 167,849 1,280,413 SH   SOLE   1,280,413 0 0
BEACON ROOFING SUPPLY INC COM 073685109 56,572 1,327,353 SH   SOLE   1,327,353 0 0
BERRY GLOBAL GROUP INC COM 08579W103 191,529 4,169,107 SH   SOLE   4,169,107 0 0
CBRE GROUP INC CL A 12504L109 93,054 1,949,174 SH   SOLE   1,949,174 0 0
CF INDS HLDGS INC COM 125269100 165,935 3,737,276 SH   SOLE   3,737,276 0 0
COREPOINT LODGING INC COM 21872L104 55,703 2,150,708 SH   SOLE   2,150,708 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 230,529 4,860,401 SH   SOLE   4,860,401 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 50,849 1,067,593 SH   SOLE   1,067,593 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 151,208 2,401,655 SH   SOLE   2,401,655 0 0
ELECTRONIC ARTS INC COM 285512109 121,742 863,298 SH   SOLE   863,298 0 0
ELLIE MAE INC COM 28849P100 341,565 3,289,339 SH   SOLE   3,289,339 0 0
EQUIFAX INC COM 294429105 152,023 1,215,115 SH   SOLE   1,215,115 0 0
EQUINIX INC COM PAR $0.001 29444U700 19,146 44,538 SH   SOLE   44,538 0 0
FACEBOOK INC CL A 30303M102 159,724 821,966 SH   SOLE   821,966 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 122,692 1,947,488 SH   SOLE   1,947,488 0 0
HAIN CELESTIAL GROUP INC COM 405217100 67,329 2,259,365 SH   SOLE   2,259,365 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 91,588 1,157,000 SH   SOLE   1,157,000 0 0
IMPERVA INC COM 45321L100 131,978 2,735,288 SH   SOLE   2,735,288 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 335,846 4,566,228 SH   SOLE   4,566,228 0 0
INTERXION HOLDING N.V SHS N47279109 164,424 2,634,153 SH   SOLE   2,634,153 0 0
IQVIA HLDGS INC COM 46266C105 336,332 3,369,389 SH   SOLE   3,369,389 0 0
J ALEXANDERS HLDGS INC COM 46609J106 14,624 1,311,606 SH   SOLE   1,311,606 0 0
KRAFT HEINZ CO COM 500754106 315,011 5,014,500 SH Call SOLE   5,014,500 0 0
LENNAR CORP CL A 526057104 655,318 12,482,255 SH   SOLE   12,482,255 0 0
LENNAR CORP CL B 526057302 7,076 165,762 SH   SOLE   165,762 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 29,134 1,057,878 SH   SOLE   1,057,878 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 450,082 12,121,788 SH   SOLE   12,121,788 0 0
MGM RESORTS INTERNATIONAL COM 552953101 262,198 9,031,968 SH   SOLE   9,031,968 0 0
MICROSOFT CORP COM 594918104 162,210 1,644,961 SH   SOLE   1,644,961 0 0
MICROSTRATEGY INC CL A NEW 594972408 97,915 766,461 SH   SOLE   766,461 0 0
MOHAWK INDS INC COM 608190104 65,109 303,863 SH   SOLE   303,863 0 0
PANDORA MEDIA INC COM 698354107 101,581 12,890,968 SH   SOLE   12,890,968 0 0
PAYPAL HLDGS INC COM 70450Y103 35,930 431,483 SH   SOLE   431,483 0 0
PTC INC COM 69370C100 129,453 1,379,953 SH   SOLE   1,379,953 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 99,119 1,643,770 SH   SOLE   1,643,770 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 8,162 100,000 SH   SOLE   100,000 0 0
SYMANTEC CORP COM 871503108 105,172 5,093,081 SH   SOLE   5,093,081 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 113,332 957,521 SH   SOLE   957,521 0 0
US FOODS HLDG CORP COM 912008109 326,434 8,631,256 SH   SOLE   8,631,256 0 0
VEREIT INC COM 92339V100 98,930 13,297,000 SH   SOLE   13,297,000 0 0
VULCAN MATLS CO COM 929160109 338,310 2,621,340 SH   SOLE   2,621,340 0 0
WENDYS CO COM 95058W100 119,391 6,949,401 SH   SOLE   6,949,401 0 0
YELP INC CL A 985817105 103,815 2,649,684 SH   SOLE   2,649,684 0 0