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 |
| ALTICE USA INC | CL A | 02156K103 | 193,740 | 8,595,396 | SH | SOLE | 8,595,396 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 81,459 | 294,032 | SH | SOLE | 294,032 | 0 | 0 | ||
| F M C CORP | COM NEW | 302491303 | 94,742 | 951,031 | SH | SOLE | 951,031 | 0 | 0 | ||
| GRIFOLS S A | SP ADR REP B NVT | 398438408 | 4,265 | 233,814 | SH | SOLE | 233,814 | 0 | 0 | ||
| GRUBHUB INC | COM | 400110102 | 106,941 | 1,521,214 | SH | SOLE | 1,521,214 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 167,345 | 2,278,350 | SH | SOLE | 2,278,350 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 68,693 | 1,134,110 | SH | SOLE | 1,134,110 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 241,468 | 4,420,071 | SH | SOLE | 4,420,071 | 0 | 0 | ||