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 |
| AON PLC | SHS CL A | G0408V102 | 9,009 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| B/E AEROSPACE INC | COM | 073302101 | 16,104 | 255,300 | SH | SOLE | 255,300 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 9,465 | 92,400 | SH | SOLE | 92,400 | 0 | 0 | ||
| CAPITAL ONE FINL CORP | COM | 14040H105 | 12,706 | 202,300 | SH | SOLE | 202,300 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 16,299 | 333,511 | SH | SOLE | 333,511 | 0 | 0 | ||
| CEMEX SAB DE CV | SPON ADR NEW | 151290889 | 7,365 | 696,150 | SH | SOLE | 696,150 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 8,465 | 68,350 | SH | SOLE | 68,350 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 11,896 | 235,900 | SH | SOLE | 235,900 | 0 | 0 | ||
| EQUINIX INC | COM NEW | 29444U502 | 9,134 | 49,450 | SH | SOLE | 49,450 | 0 | 0 | ||
| HUNTSMAN CORP | COM | 447011107 | 8,032 | 485,000 | SH | SOLE | 485,000 | 0 | 0 | ||
| KAR AUCTION SVCS INC | COM | 48238T109 | 20,126 | 880,000 | SH | SOLE | 880,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 15,024 | 221,300 | SH | SOLE | 221,300 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 14,678 | 25,550 | SH | SOLE | 25,550 | 0 | 0 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 10,887 | 381,600 | SH | SOLE | 381,600 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 15,738 | 402,700 | SH | SOLE | 402,700 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 9,420 | 154,200 | SH | SOLE | 154,200 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 11,270 | 234,600 | SH | SOLE | 234,600 | 0 | 0 | ||
| SEMGROUP CORP | CL A | 81663A105 | 14,311 | 265,700 | SH | SOLE | 265,700 | 0 | 0 | ||
| TIME WARNER CABLE INC | COM | 88732J207 | 4,499 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 7,313 | 46,649 | SH | SOLE | 46,649 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 9,339 | 51,100 | SH | SOLE | 51,100 | 0 | 0 | ||