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
ACTIVISION BLIZZARD INC COM 00507V109 24,957 300,000 SH Call SOLE   300,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 40,192 483,130 SH   SOLE   483,130 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 20,616 125,128 SH   SOLE   125,128 0 0
ALTICE USA INC CL A 02156K103 27,203 1,499,602 SH   SOLE   1,499,602 0 0
AMAZON COM INC COM 023135106 50,992 25,458 SH   SOLE   25,458 0 0
ARAMARK COM 03852U106 37,078 861,889 SH   SOLE   861,889 0 0
AUTODESK INC COM 052769106 10,922 69,964 SH   SOLE   69,964 0 0
BEST BUY INC COM 086516101 29,540 372,226 SH   SOLE   372,226 0 0
BURLINGTON STORES INC COM 122017106 46,955 288,206 SH   SOLE   288,206 0 0
CINTAS CORP COM 172908105 24,162 122,147 SH   SOLE   122,147 0 0
CME GROUP INC COM CL A 12572Q105 54,213 318,504 SH   SOLE   318,504 0 0
DISNEY WALT CO COM DISNEY 254687106 44,306 378,879 SH   SOLE   378,879 0 0
DOMINOS PIZZA INC COM 25754A201 29,600 100,408 SH   SOLE   100,408 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 25,907 494,500 SH Call SOLE   494,500 0 0
EQUIFAX INC COM 294429105 51,060 391,055 SH   SOLE   391,055 0 0
EQUINIX INC COM PAR $0.001 29444U700 34,458 79,601 SH   SOLE   79,601 0 0
EVERCORE INC CLASS A 29977A105 18,633 185,307 SH   SOLE   185,307 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 54,215 241,773 SH   SOLE   241,773 0 0
HUDSON LTD COM CL A G46408103 23,923 1,060,417 SH   SOLE   1,060,417 0 0
IHS MARKIT LTD SHS G47567105 51,425 953,025 SH   SOLE   953,025 0 0
INTEL CORP COM 458140100 19,106 404,024 SH   SOLE   404,024 0 0
JONES LANG LASALLE INC COM 48020Q107 24,785 171,737 SH   SOLE   171,737 0 0
KKR & CO INC CL A 48251W104 51,244 1,879,136 SH   SOLE   1,879,136 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 24,304 446,184 SH   SOLE   446,184 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 56,633 179,604 SH   SOLE   179,604 0 0
MCDONALDS CORP COM 580135101 28,307 169,209 SH   SOLE   169,209 0 0
MICROSOFT CORP COM 594918104 110,977 970,335 SH   SOLE   970,335 0 0
NETEASE INC SPONSORED ADR 64110W102 23,028 100,891 SH   SOLE   100,891 0 0
NETEASE INC SPONSORED ADR 64110W102 24,195 106,000 SH Put SOLE   106,000 0 0
NETFLIX INC COM 64110L106 34,144 91,262 SH   SOLE   91,262 0 0
NORTHERN TR CORP COM 665859104 47,813 468,157 SH   SOLE   468,157 0 0
PVH CORP COM 693656100 7,956 55,099 SH   SOLE   55,099 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 95,592 1,038,479 SH   SOLE   1,038,479 0 0
SCHWAB CHARLES CORP NEW COM 808513105 40,752 829,129 SH   SOLE   829,129 0 0
T MOBILE US INC COM 872590104 48,180 686,517 SH   SOLE   686,517 0 0
TAPESTRY INC COM 876030107 44,344 882,122 SH   SOLE   882,122 0 0
TARGET CORP COM 87612E106 71,741 813,302 SH   SOLE   813,302 0 0
THOMSON REUTERS CORP COM 884903105 27,865 610,000 SH   SOLE   610,000 0 0
TOTAL SYS SVCS INC COM 891906109 91,790 929,614 SH   SOLE   929,614 0 0
TRANSUNION COM 89400J107 51,087 694,309 SH   SOLE   694,309 0 0
WALMART INC COM 931142103 40,645 432,803 SH   SOLE   432,803 0 0
WORLDPAY INC CL A 981558109 67,475 666,288 SH   SOLE   666,288 0 0
YANDEX N V SHS CLASS A N97284108 7,588 230,704 SH   SOLE   230,704 0 0