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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 84,159 | 86,430 | SH | SOLE | 86,430 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 45,064 | 124,000 | SH | SOLE | 124,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 119,557 | 3,107,000 | SH | SOLE | 3,107,000 | 0 | 0 | ||
| DOWDUPONT INC | COM | 26078J100 | 98,840 | 1,427,700 | SH | SOLE | 1,427,700 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 38,679 | 1,005,700 | SH | SOLE | 1,005,700 | 0 | 0 | ||
| F M C CORP | COM NEW | 302491303 | 65,072 | 728,609 | SH | SOLE | 728,609 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 65,008 | 3,603,528 | SH | SOLE | 3,603,528 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 89,798 | 580,200 | SH | SOLE | 580,200 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 79,972 | 1,151,500 | SH | SOLE | 1,151,500 | 0 | 0 | ||
| LENDINGCLUB CORP | COM | 52603A109 | 28,745 | 4,720,000 | SH | SOLE | 4,720,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 68,113 | 2,090,000 | SH | SOLE | 2,090,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 84,546 | 1,135,000 | SH | SOLE | 1,135,000 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 87,046 | 351,686 | SH | SOLE | 351,686 | 0 | 0 | ||
| PRAXAIR INC | COM | 74005P104 | 77,542 | 554,900 | SH | SOLE | 554,900 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 86,570 | 1,538,200 | SH | SOLE | 1,538,200 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 92,620 | 1,449,909 | SH | SOLE | 1,449,909 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 59,741 | 968,884 | SH | SOLE | 968,884 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 71,830 | 702,636 | SH | SOLE | 702,636 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 39,862 | 343,400 | SH | SOLE | 343,400 | 0 | 0 | ||
| UNIVAR INC | COM | 91336L107 | 72,938 | 2,521,182 | SH | SOLE | 2,521,182 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 37,380 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| VANTIV INC | CL A | 92210H105 | 74,762 | 1,060,900 | SH | SOLE | 1,060,900 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 44,812 | 1,360,000 | SH | SOLE | 1,360,000 | 0 | 0 | ||