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 |
| AMERISOURCEBERGEN CORP | COM | 03073E105 | 17,446 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 351,866 | 8,232,700 | SH | SOLE | 8,232,700 | 0 | 0 | ||
| ARCONIC INC | COM | 03965L100 | 83,521 | 3,065,000 | SH | SOLE | 3,065,000 | 0 | 0 | ||
| CARDINAL HEALTH INC | COM | 14149Y108 | 17,462 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
| CENTENNIAL RESOURCE DEV INC | CL A | 15136A102 | 77,627 | 3,920,559 | SH | SOLE | 3,920,559 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 659,061 | 12,241,100 | SH | SOLE | 12,241,100 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 998,851 | 4,370,000 | SH | SOLE | 4,370,000 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 65,882 | 8,014,837 | SH | SOLE | 8,014,837 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 156,583 | 4,149,000 | SH | SOLE | 4,149,000 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 47,441 | 792,000 | SH | SOLE | 792,000 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 50,382 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 106,301 | 552,416 | SH | SOLE | 552,416 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 91,731 | 1,625,000 | SH | SOLE | 1,625,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 91,139 | 2,298,000 | SH | SOLE | 2,298,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 341,163 | 8,602,200 | SH | SOLE | 8,602,200 | 0 | 0 | ||
| MCKESSON CORP | COM | 58155Q103 | 17,155 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 446,519 | 5,220,000 | SH | SOLE | 5,220,000 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 279,303 | 7,850,000 | SH | SOLE | 7,850,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 95,054 | 54,700 | SH | SOLE | 54,700 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 110,679 | 2,245,000 | SH | SOLE | 2,245,000 | 0 | 0 | ||
| SYMANTEC CORP | COM | 871503108 | 200,623 | 7,149,773 | SH | SOLE | 7,149,773 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 133,210 | 1,925,000 | SH | SOLE | 1,925,000 | 0 | 0 | ||
| VANTIV INC | CL A | 92210H105 | 18,755 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 391,168 | 3,430,700 | SH | SOLE | 3,430,700 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 172,393 | 2,373,900 | SH | SOLE | 2,373,900 | 0 | 0 | ||