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 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 408,310 | 6,651,079 | SH | SOLE | 6,651,079 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 346,131 | 8,523,300 | SH | SOLE | 8,523,300 | 0 | 0 | ||
| CENTENNIAL RESOURCE DEV INC | CL A | 15136A102 | 70,452 | 3,920,559 | SH | SOLE | 3,920,559 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 548,812 | 12,185,000 | SH | SOLE | 12,185,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 1,140,814 | 5,719,800 | SH | SOLE | 5,719,800 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 54,661 | 8,014,837 | SH | SOLE | 8,014,837 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 158,840 | 4,130,000 | SH | SOLE | 4,130,000 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 57,827 | 1,010,430 | SH | SOLE | 1,010,430 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 134,074 | 2,117,400 | SH | SOLE | 2,117,400 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 69,647 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 170,680 | 3,640,000 | SH | SOLE | 3,640,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 35,603 | 934,713 | SH | SOLE | 934,713 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 96,969 | 2,314,300 | SH | SOLE | 2,314,300 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 363,180 | 8,674,000 | SH | SOLE | 8,674,000 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 443,565 | 7,909,500 | SH | SOLE | 7,909,500 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 517,363 | 6,945,400 | SH | SOLE | 6,945,400 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 267,150 | 7,800,000 | SH | SOLE | 7,800,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 97,966 | 1,530,000 | SH | SOLE | 1,530,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 99,597 | 54,400 | SH | SOLE | 54,400 | 0 | 0 | ||
| SYMANTEC CORP | COM | 871503108 | 225,241 | 6,865,000 | SH | SOLE | 6,865,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 108,128 | 1,443,828 | SH | SOLE | 1,443,828 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 89,962 | 880,000 | SH | SOLE | 880,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 84,595 | 3,206,800 | SH | SOLE | 3,206,800 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 457,120 | 4,343,600 | SH | SOLE | 4,343,600 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 235,488 | 3,049,573 | SH | SOLE | 3,049,573 | 0 | 0 | ||
| WELBILT INC | COM | 949090104 | 215,322 | 9,341,500 | SH | SOLE | 9,341,500 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 94,565 | 1,094,508 | SH | SOLE | 1,094,508 | 0 | 0 | ||