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 | 273,283 | 7,216,355 | SH | SOLE | 7,216,355 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 138,278 | 577,264 | SH | SOLE | 577,264 | 0 | 0 | ||
| CHURCHILL CAP CORP II | CL A | 17143G106 | 9,220 | 890,820 | SH | SOLE | 890,820 | 0 | 0 | ||
| CHURCHILL CAP CORP II | *W EXP 07/02/202 | 17143G114 | 642 | 326,010 | SH | SOLE | 326,010 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 186,718 | 202,015 | SH | SOLE | 202,015 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 64,336 | 189,832 | SH | SOLE | 189,832 | 0 | 0 | ||
| FMC CORP | COM NEW | 302491303 | 119,978 | 1,043,926 | SH | SOLE | 1,043,926 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 212,768 | 1,912,350 | SH | SOLE | 1,912,350 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 189,382 | 3,099,033 | SH | SOLE | 3,099,033 | 0 | 0 | ||
| RH | COM | 74967X103 | 128,214 | 286,500 | SH | SOLE | 286,500 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 187,334 | 807,789 | SH | SOLE | 807,789 | 0 | 0 | ||