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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 63,036 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 466,627 | 8,822,589 | SH | SOLE | 8,822,589 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 287,208 | 8,593,900 | SH | SOLE | 8,593,900 | 0 | 0 | ||
| ATLANTICA YIELD PLC | SHS | G0751N103 | 44,016 | 2,369,017 | SH | SOLE | 2,369,017 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 44,124 | 815,000 | SH | SOLE | 815,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 388,079 | 10,335,000 | SH | SOLE | 10,335,000 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167107 | 9,245 | 2,160,100 | SH | SOLE | 2,160,100 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 968,004 | 5,852,500 | SH | SOLE | 5,852,500 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 56,505 | 8,014,837 | SH | SOLE | 8,014,837 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 58,796 | 1,481,000 | SH | SOLE | 1,481,000 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 297,894 | 3,930,000 | SH | SOLE | 3,930,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A MEDIA GRP | 531229870 | 10,813 | 564,948 | SH | SOLE | 564,948 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C MEDIA GRP | 531229854 | 31,576 | 1,664,499 | SH | SOLE | 1,664,499 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C BRAVES GRP | 531229888 | 3,548 | 242,000 | SH | SOLE | 242,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 70,867 | 2,259,800 | SH | SOLE | 2,259,800 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 235,476 | 7,628,000 | SH | SOLE | 7,628,000 | 0 | 0 | ||
| MANITOWOC FOODSERVICE INC | COM | 563568104 | 235,239 | 13,350,700 | SH | SOLE | 13,350,700 | 0 | 0 | ||
| MANITOWOC INC | COM | 563571108 | 40,488 | 7,429,000 | SH | SOLE | 7,429,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 388,293 | 7,588,300 | SH | SOLE | 7,588,300 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 89,176 | 3,590,000 | SH | SOLE | 3,590,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 52,433 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
| SANTANDER CONSUMER USA HDG I | COM | 80283M101 | 8,540 | 826,700 | SH | SOLE | 826,700 | 0 | 0 | ||
| SILVER RUN ACQUISITION CORP | CL A | 82811P101 | 19,600 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| SILVER RUN ACQUISITION CORP | *W EXP 02/23/2021 | 82811P119 | 760 | 666,666 | SH | SOLE | 666,666 | 0 | 0 | ||
| STATE NATL COS INC | COM | 85711T305 | 7,234 | 687,000 | SH | SOLE | 687,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 36,265 | 956,350 | SH | SOLE | 956,350 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 158,253 | 5,850,400 | SH | SOLE | 5,850,400 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 297,681 | 4,013,500 | SH | SOLE | 4,013,500 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 282,724 | 3,395,273 | SH | SOLE | 3,395,273 | 0 | 0 | ||
| WEBMD HEALTH CORP | COM | 94770V102 | 296,628 | 5,104,600 | SH | SOLE | 5,104,600 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 27,181 | 575,137 | SH | SOLE | 575,137 | 0 | 0 | ||