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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 75,251 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 94,380 | 91,000 | SH | SOLE | 91,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 76,981 | 613,000 | SH | SOLE | 613,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 129,972 | 3,803,698 | SH | SOLE | 3,803,698 | 0 | 0 | ||
| DELPHI TECHNOLOGIES PLC | SHS | G2709G107 | 72,190 | 1,515,000 | SH | SOLE | 1,515,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 79,799 | 840,872 | SH | SOLE | 840,872 | 0 | 0 | ||
| DOWDUPONT INC | COM | 26078J100 | 136,193 | 2,137,700 | SH | SOLE | 2,137,700 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 73,956 | 610,000 | SH | SOLE | 610,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 87,245 | 546,000 | SH | SOLE | 546,000 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 123,256 | 7,703,528 | SH | SOLE | 7,703,528 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 85,091 | 420,200 | SH | SOLE | 420,200 | 0 | 0 | ||
| IHS MARKIT LTD | SHS | G47567105 | 101,063 | 2,095,000 | SH | SOLE | 2,095,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 82,472 | 2,355,000 | SH | SOLE | 2,355,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 130,178 | 1,426,300 | SH | SOLE | 1,426,300 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 120,449 | 518,686 | SH | SOLE | 518,686 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 75,415 | 966,729 | SH | SOLE | 966,729 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 68,470 | 1,202,909 | SH | SOLE | 1,202,909 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 104,330 | 1,945,000 | SH | SOLE | 1,945,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 88,031 | 1,442,184 | SH | SOLE | 1,442,184 | 0 | 0 | ||