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 |
| ALLERGAN PLC | SHS | G0177J108 | 212,887 | 1,265,000 | SH | SOLE | 1,265,000 | 0 | 0 | ||
| EAGLE MATERIALS INC | COM | 26969P108 | 294,333 | 3,270,000 | SH | SOLE | 3,270,000 | 0 | 0 | ||
| FLEX LTD | ORD | Y2573F102 | 114,069 | 10,900,000 | SH | SOLE | 10,900,000 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 56,112 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 30,000 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 112,072 | 755,000 | SH | SOLE | 755,000 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 80,934 | 2,615,000 | SH | SOLE | 2,615,000 | 0 | 0 | ||
| 2U INC | COM | 90214J101 | 20,757 | 1,275,000 | SH | SOLE | 1,275,000 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 119,190 | 2,900,000 | SH | SOLE | 2,900,000 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 145,858 | 2,050,000 | SH | SOLE | 2,050,000 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 91,026 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 | ||