The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ALPHABET INC CAP STK CL C 02079K107 30,037 43,400 SH   SOLE   43,400 0 0
ALPHABET INC CAP STK CL A 02079K305 35,388 50,300 SH   SOLE   50,300 0 0
CDK GLOBAL INC COM 12508E101 26,802 483,000 SH   SOLE   483,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 80,517 352,158 SH   SOLE   352,158 0 0
COMPUTER SCIENCES CORP COM 205363104 41,210 830,000 SH   SOLE   830,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 56,963 561,600 SH   SOLE   561,600 0 0
DISH NETWORK CORP CL A 25470M109 37,742 720,272 SH   SOLE   720,272 0 0
EXPEDIA INC DEL COM NEW 30212P303 48,690 458,043 SH   SOLE   458,043 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 87,532 1,188,000 SH   SOLE   1,188,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 44,652 4,033,600 SH   SOLE   4,033,600 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 17,700 295,000 SH   SOLE   295,000 0 0
LITHIA MTRS INC CL A 536797103 55,672 783,347 SH   SOLE   783,347 0 0
MICROSOFT CORP COM 594918104 47,844 935,000 SH   SOLE   935,000 0 0
MOHAWK INDS INC COM 608190104 65,017 342,630 SH   SOLE   342,630 0 0
MONSANTO CO NEW COM 61166W101 63,498 614,042 SH   SOLE   614,042 0 0
NEWELL BRANDS INC COM 651229106 92,060 1,895,400 SH   SOLE   1,895,400 0 0
PTC INC COM 69370C100 63,413 1,687,422 SH   SOLE   1,687,422 0 0
QUINTILES TRANSNATIO HLDGS I COM 74876Y101 54,216 830,000 SH   SOLE   830,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 34,528 830,000 SH   SOLE   830,000 0 0
SEMGROUP CORP CL A 81663A105 40,273 1,236,898 SH   SOLE   1,236,898 0 0
SHERWIN WILLIAMS CO COM 824348106 50,599 172,300 SH   SOLE   172,300 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 39,295 1,399,400 SH   SOLE   1,399,400 0 0
STARBUCKS CORP COM 855244109 37,128 650,000 SH Put SOLE   650,000 0 0
T MOBILE US INC COM 872590104 35,265 815,000 SH   SOLE   815,000 0 0
WILLIAMS COS INC DEL COM 969457100 59,280 2,740,643 SH   SOLE   2,740,643 0 0