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 173,139 145,072 SH   SOLE   145,072 0 0
ALTABA INC COM 021346101 159,167 2,336,571 SH   SOLE   2,336,571 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 63,520 923,922 SH   SOLE   923,922 0 0
BEACON ROOFING SUPPLY INC COM 073685109 30,151 833,140 SH   SOLE   833,140 0 0
BERRY GLOBAL GROUP INC COM 08579W103 231,753 4,789,276 SH   SOLE   4,789,276 0 0
CBRE GROUP INC CL A 12504L109 91,760 2,080,720 SH   SOLE   2,080,720 0 0
CF INDS HLDGS INC COM 125269100 214,525 3,940,573 SH   SOLE   3,940,573 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 145,123 2,557,231 SH   SOLE   2,557,231 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 67,588 846,540 SH   SOLE   846,540 0 0
DANAHER CORP DEL COM 235851102 115,940 1,067,000 SH   SOLE   1,067,000 0 0
ELECTRONIC ARTS INC COM 285512109 121,957 1,012,172 SH   SOLE   1,012,172 0 0
ELLIE MAE INC COM 28849P100 194,457 2,051,885 SH   SOLE   2,051,885 0 0
EQUIFAX INC COM 294429105 166,701 1,276,718 SH   SOLE   1,276,718 0 0
EQUINIX INC COM PAR $0.001 29444U700 20,490 47,333 SH   SOLE   47,333 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 60,596 1,604,755 SH   SOLE   1,604,755 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 97,743 1,506,057 SH   SOLE   1,506,057 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 181,564 2,247,635 SH   SOLE   2,247,635 0 0
IMPERVA INC COM 45321L100 145,976 3,142,642 SH   SOLE   3,142,642 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 363,306 4,851,190 SH   SOLE   4,851,190 0 0
INTERXION HOLDING N.V SHS N47279109 187,258 2,782,441 SH   SOLE   2,782,441 0 0
IQVIA HLDGS INC COM 46266C105 466,138 3,592,864 SH   SOLE   3,592,864 0 0
J ALEXANDERS HLDGS INC COM 46609J106 13,471 1,131,976 SH   SOLE   1,131,976 0 0
LENNAR CORP CL A 526057104 400,830 8,584,926 SH   SOLE   8,584,926 0 0
LENNAR CORP CL B 526057302 6,525 169,477 SH   SOLE   169,477 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 32,661 1,128,953 SH   SOLE   1,128,953 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 391,319 10,522,151 SH   SOLE   10,522,151 0 0
MICROSOFT CORP COM 594918104 198,926 1,739,318 SH   SOLE   1,739,318 0 0
MICROSTRATEGY INC CL A NEW 594972408 57,649 409,962 SH   SOLE   409,962 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 179,028 3,117,321 SH   SOLE   3,117,321 0 0
PANDORA MEDIA INC COM 698354107 52,833 5,555,556 SH   SOLE   5,555,556 0 0
PAYPAL HLDGS INC COM 70450Y103 40,444 460,430 SH   SOLE   460,430 0 0
PEGASYSTEMS INC COM 705573103 96,631 1,543,620 SH   SOLE   1,543,620 0 0
PTC INC COM 69370C100 22,294 209,947 SH   SOLE   209,947 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 133,282 2,248,354 SH   SOLE   2,248,354 0 0
SYMANTEC CORP COM 871503108 112,636 5,293,053 SH   SOLE   5,293,053 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 140,995 1,021,778 SH   SOLE   1,021,778 0 0
US FOODS HLDG CORP COM 912008109 250,072 8,113,946 SH   SOLE   8,113,946 0 0
VEREIT INC COM 92339V100 109,263 15,050,000 SH   SOLE   15,050,000 0 0
VULCAN MATLS CO COM 929160109 338,700 3,045,861 SH   SOLE   3,045,861 0 0
WENDYS CO COM 95058W100 207,054 12,080,169 SH   SOLE   12,080,169 0 0