The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 241,830 | 1,265,000 | SH | SOLE | 1,265,000 | 0 | 0 | ||
| EAGLE MATERIALS INC | COM | 26969P108 | 276,513 | 3,050,000 | SH | SOLE | 3,050,000 | 0 | 0 | ||
| FLEX LTD | ORD | Y2573F102 | 89,287 | 7,075,000 | SH | SOLE | 7,075,000 | 0 | 0 | ||
| FORESCOUT TECHNOLOGIES INC | COM | 34553D101 | 50,840 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | 43,733 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 10,158 | 934,482 | SH | SOLE | 934,482 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 122,793 | 755,000 | SH | SOLE | 755,000 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 83,859 | 2,085,000 | SH | SOLE | 2,085,000 | 0 | 0 | ||
| 2U INC | COM | 90214J101 | 67,957 | 2,832,720 | SH | SOLE | 2,832,720 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 91,451 | 3,075,000 | SH | SOLE | 3,075,000 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 121,481 | 2,900,000 | SH | SOLE | 2,900,000 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 73,933 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||