The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 57,844 | 387,900 | SH | SOLE | 387,900 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 515,818 | 8,692,589 | SH | SOLE | 8,692,589 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 325,472 | 8,558,300 | SH | SOLE | 8,558,300 | 0 | 0 | ||
| ATLANTICA YIELD PLC | SHS | G0751N103 | 35,359 | 1,860,000 | SH | SOLE | 1,860,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 58,949 | 815,000 | SH | SOLE | 815,000 | 0 | 0 | ||
| BANK OF THE OZARKS INC | COM | 063904106 | 76,715 | 1,997,793 | SH | SOLE | 1,997,793 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 456,710 | 10,475,000 | SH | SOLE | 10,475,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 967,057 | 5,808,500 | SH | SOLE | 5,808,500 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 48,089 | 8,014,837 | SH | SOLE | 8,014,837 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 67,116 | 2,040,000 | SH | SOLE | 2,040,000 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 64,912 | 1,481,000 | SH | SOLE | 1,481,000 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 64,196 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 277,183 | 3,930,000 | SH | SOLE | 3,930,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A MEDIA GRP | 531229870 | 16,186 | 564,948 | SH | SOLE | 564,948 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C MEDIA GRP | 531229854 | 46,839 | 1,664,499 | SH | SOLE | 1,664,499 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 76,788 | 2,259,800 | SH | SOLE | 2,259,800 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 258,286 | 7,730,800 | SH | SOLE | 7,730,800 | 0 | 0 | ||
| MANITOWOC FOODSERVICE INC | COM | 563568104 | 215,651 | 13,295,400 | SH | SOLE | 13,295,400 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 108,375 | 2,670,000 | SH | SOLE | 2,670,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 406,892 | 7,064,100 | SH | SOLE | 7,064,100 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 113,989 | 5,555,000 | SH | SOLE | 5,555,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 77,989 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | ||
| SANTANDER CONSUMER USA HDG I | COM | 80283M101 | 10,053 | 826,700 | SH | SOLE | 826,700 | 0 | 0 | ||
| SILVER RUN ACQUISITION CORP | CL A | 82811P101 | 31,500 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| SILVER RUN ACQUISITION CORP | *W EXP 02/23/2021 | 82811P119 | 3,600 | 666,666 | SH | SOLE | 666,666 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 43,112 | 956,350 | SH | SOLE | 956,350 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 141,106 | 5,826,000 | SH | SOLE | 5,826,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 331,916 | 4,013,500 | SH | SOLE | 4,013,500 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 273,727 | 3,395,273 | SH | SOLE | 3,395,273 | 0 | 0 | ||
| WEBMD HEALTH CORP | COM | 94770V102 | 253,699 | 5,104,600 | SH | SOLE | 5,104,600 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 33,628 | 575,137 | SH | SOLE | 575,137 | 0 | 0 | ||