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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 107,447 | 102,000 | SH | SOLE | 102,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 60,068 | 573,000 | SH | SOLE | 573,000 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 66,355 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 64,225 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 171,828 | 4,290,326 | SH | SOLE | 4,290,326 | 0 | 0 | ||
| DOWDUPONT INC | COM | 26078J100 | 147,262 | 2,067,700 | SH | SOLE | 2,067,700 | 0 | 0 | ||
| EURONET WORLDWIDE INC | COM | 298736109 | 40,028 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 72,702 | 412,000 | SH | SOLE | 412,000 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 69,238 | 4,143,528 | SH | SOLE | 4,143,528 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 102,026 | 530,200 | SH | SOLE | 530,200 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 72,313 | 905,500 | SH | SOLE | 905,500 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 89,151 | 2,670,000 | SH | SOLE | 2,670,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 96,344 | 1,126,300 | SH | SOLE | 1,126,300 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 91,236 | 330,686 | SH | SOLE | 330,686 | 0 | 0 | ||
| NUCOR CORP | COM | 670346105 | 54,997 | 865,000 | SH | SOLE | 865,000 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 83,658 | 1,376,629 | SH | SOLE | 1,376,629 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 59,200 | 962,909 | SH | SOLE | 962,909 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 112,551 | 1,772,184 | SH | SOLE | 1,772,184 | 0 | 0 | ||
| UNIVAR INC | COM | 91336L107 | 76,666 | 2,476,282 | SH | SOLE | 2,476,282 | 0 | 0 | ||
| VANTIV INC | CL A | 92210H105 | 65,158 | 885,900 | SH | SOLE | 885,900 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 82,006 | 2,504,000 | SH | SOLE | 2,504,000 | 0 | 0 | ||