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 |
| AIR PRODS & CHEMS INC | COM | 009158106 | 50,394 | 395,000 | SH | SOLE | 395,000 | 0 | 0 | ||
| AIRGAS INC | COM | 009363102 | 20,546 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 33,119 | 64,700 | SH | SOLE | 64,700 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 45,352 | 257,900 | SH | SOLE | 257,900 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 58,081 | 871,300 | SH | SOLE | 871,300 | 0 | 0 | ||
| DYNEGY INC NEW DEL | COM | 26817R108 | 41,181 | 1,992,300 | SH | SOLE | 1,992,300 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 43,179 | 376,355 | SH | SOLE | 376,355 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 1,915 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| GOOGLE INC | CL C | 38259P706 | 70,455 | 115,800 | SH | SOLE | 115,800 | 0 | 0 | ||
| KAR AUCTION SVCS INC | COM | 48238T109 | 54,642 | 1,539,200 | SH | SOLE | 1,539,200 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 3,263 | 76,000 | SH | SOLE | 76,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 47,202 | 1,150,700 | SH | SOLE | 1,150,700 | 0 | 0 | ||
| LITHIA MTRS INC | CL A | 536797103 | 33,725 | 311,954 | SH | SOLE | 311,954 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 54,310 | 551,200 | SH | SOLE | 551,200 | 0 | 0 | ||
| MCGRAW HILL FINL INC | COM | 580645109 | 58,388 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 62,275 | 342,567 | SH | SOLE | 342,567 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 49,530 | 580,384 | SH | SOLE | 580,384 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 42,785 | 1,347,977 | SH | SOLE | 1,347,977 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 56,141 | 536,000 | SH | SOLE | 536,000 | 0 | 0 | ||
| SEMGROUP CORP | CL A | 81663A105 | 27,161 | 628,141 | SH | SOLE | 628,141 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 58,651 | 837,400 | SH | SOLE | 837,400 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 36,846 | 694,547 | SH | SOLE | 694,547 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 55,527 | 622,500 | SH | SOLE | 622,500 | 0 | 0 | ||
| WEBSTER FINL CORP CONN | COM | 947890109 | 32,583 | 914,496 | SH | SOLE | 914,496 | 0 | 0 | ||