The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 C 02079K107 183,476 177,823 SH   SOLE   177,823 0 0
ALTABA INC COM 021346101 85,195 1,150,665 SH   SOLE   1,150,665 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 126,475 1,873,702 SH   SOLE   1,873,702 0 0
AUTODESK INC COM 052769106 179,172 1,426,752 SH   SOLE   1,426,752 0 0
CBRE GROUP INC CL A 12504L109 120,795 2,558,124 SH   SOLE   2,558,124 0 0
CF INDS HLDGS INC COM 125269100 110,361 2,925,009 SH   SOLE   2,925,009 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 199,292 5,095,667 SH   SOLE   5,095,667 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 152,693 2,992,800 SH   SOLE   2,992,800 0 0
ELECTRONIC ARTS INC COM 285512109 98,170 809,717 SH   SOLE   809,717 0 0
ELLIE MAE INC COM 28849P100 235,654 2,563,128 SH   SOLE   2,563,128 0 0
EQUIFAX INC COM 294429105 116,030 984,887 SH   SOLE   984,887 0 0
FACEBOOK INC CL A 30303M102 168,508 1,054,558 SH   SOLE   1,054,558 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 126,454 1,935,319 SH   SOLE   1,935,319 0 0
IMPERVA INC COM 45321L100 117,646 2,716,995 SH   SOLE   2,716,995 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 379,160 5,228,347 SH   SOLE   5,228,347 0 0
INTERXION HOLDING N.V SHS N47279109 163,607 2,634,153 SH   SOLE   2,634,153 0 0
IQVIA HLDGS INC COM 46266C105 345,566 3,522,231 SH   SOLE   3,522,231 0 0
J ALEXANDERS HLDGS INC COM 46609J106 14,892 1,300,588 SH   SOLE   1,300,588 0 0
JACK IN THE BOX INC COM 466367109 47,785 560,000 SH   SOLE   560,000 0 0
KRAFT HEINZ CO COM 500754106 308,416 4,951,300 SH Call SOLE   4,951,300 0 0
LA QUINTA HLDGS INC COM 50420D108 210,531 11,133,298 SH   SOLE   11,133,298 0 0
LENNAR CORP CL A 526057104 597,219 10,132,667 SH   SOLE   10,132,667 0 0
LENNAR CORP CL A 526057104 216,740 3,677,300 SH Call SOLE   3,677,300 0 0
LENNAR CORP CL B 526057302 7,844 164,471 SH   SOLE   164,471 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 35,600 1,137,002 SH   SOLE   1,137,002 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 335,314 10,869,183 SH   SOLE   10,869,183 0 0
MGM RESORTS INTERNATIONAL COM 552953101 242,782 6,932,662 SH   SOLE   6,932,662 0 0
MICROSOFT CORP COM 594918104 190,247 2,084,438 SH   SOLE   2,084,438 0 0
MICROSTRATEGY INC CL A NEW 594972408 98,023 759,924 SH   SOLE   759,924 0 0
NEW RELIC INC COM 64829B100 127,297 1,717,443 SH   SOLE   1,717,443 0 0
PANDORA MEDIA INC COM 698354107 91,525 18,195,863 SH   SOLE   18,195,863 0 0
PAPA JOHNS INTL INC COM 698813102 156,525 2,731,667 SH   SOLE   2,731,667 0 0
PAYPAL HLDGS INC COM 70450Y103 45,627 601,388 SH   SOLE   601,388 0 0
PTC INC COM 69370C100 117,088 1,500,938 SH   SOLE   1,500,938 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 16,134 165,000 SH   SOLE   165,000 0 0
US FOODS HLDG CORP COM 912008109 308,139 9,403,077 SH   SOLE   9,403,077 0 0
VEREIT INC COM 92339V100 92,547 13,297,000 SH   SOLE   13,297,000 0 0
VULCAN MATLS CO COM 929160109 260,340 2,280,286 SH   SOLE   2,280,286 0 0
WENDYS CO COM 95058W100 171,283 9,759,708 SH   SOLE   9,759,708 0 0
YELP INC CL A 985817105 109,690 2,627,297 SH   SOLE   2,627,297 0 0