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 |
| ACUITY BRANDS INC | COM | 00508Y102 | 38,760 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 488,970 | 7,832,289 | SH | SOLE | 7,832,289 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 325,662 | 8,832,700 | SH | SOLE | 8,832,700 | 0 | 0 | ||
| CENTENNIAL RESOURCE DEV INC | CL A | 15136A102 | 53,572 | 2,938,659 | SH | SOLE | 2,938,659 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 516,217 | 10,920,600 | SH | SOLE | 10,920,600 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 942,761 | 5,817,000 | SH | SOLE | 5,817,000 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 84,396 | 8,014,837 | SH | SOLE | 8,014,837 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 93,016 | 2,770,800 | SH | SOLE | 2,770,800 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 65,128 | 1,143,600 | SH | SOLE | 1,143,600 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 294,288 | 4,465,000 | SH | SOLE | 4,465,000 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 82,900 | 1,971,000 | SH | SOLE | 1,971,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER A FRMLA | 531229870 | 19,036 | 582,148 | SH | SOLE | 582,148 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 58,601 | 1,715,999 | SH | SOLE | 1,715,999 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 90,633 | 2,328,700 | SH | SOLE | 2,328,700 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 340,488 | 8,780,000 | SH | SOLE | 8,780,000 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 468,000 | 9,260,000 | SH | SOLE | 9,260,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 497,954 | 7,560,800 | SH | SOLE | 7,560,800 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 172,403 | 5,245,000 | SH | SOLE | 5,245,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 97,364 | 54,700 | SH | SOLE | 54,700 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 52,158 | 880,000 | SH | SOLE | 880,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 137,347 | 4,240,400 | SH | SOLE | 4,240,400 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 380,808 | 4,285,000 | SH | SOLE | 4,285,000 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 301,328 | 3,628,273 | SH | SOLE | 3,628,273 | 0 | 0 | ||
| WEBMD HEALTH CORP | COM | 94770V102 | 152,593 | 2,896,600 | SH | SOLE | 2,896,600 | 0 | 0 | ||
| WELBILT INC | COM | 949090104 | 228,493 | 11,640,000 | SH | SOLE | 11,640,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 37,637 | 456,037 | SH | SOLE | 456,037 | 0 | 0 | ||