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 |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 83,969 | 1,183,000 | SH | SOLE | 1,183,000 | 0 | 0 | ||
| AMERISOURCEBERGEN CORP | COM | 03073E105 | 62,071 | 720,000 | SH | SOLE | 720,000 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 353,073 | 8,925,000 | SH | SOLE | 8,925,000 | 0 | 0 | ||
| ARCONIC INC | COM | 03965L100 | 73,813 | 3,203,700 | SH | SOLE | 3,203,700 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 124,823 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| CARDINAL HEALTH INC | COM | 14149Y108 | 64,247 | 1,025,000 | SH | SOLE | 1,025,000 | 0 | 0 | ||
| CENTENNIAL RESOURCE DEV INC | CL A | 15136A102 | 70,979 | 3,868,059 | SH | SOLE | 3,868,059 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 645,820 | 12,082,700 | SH | SOLE | 12,082,700 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 983,338 | 4,314,400 | SH | SOLE | 4,314,400 | 0 | 0 | ||
| DISCOVERY COMMUNICATNS NEW | COM SER A | 25470F104 | 122,258 | 5,705,000 | SH | SOLE | 5,705,000 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 60,031 | 8,014,837 | SH | SOLE | 8,014,837 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 170,980 | 4,249,000 | SH | SOLE | 4,249,000 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 38,142 | 722,800 | SH | SOLE | 722,800 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 308,767 | 6,499,000 | SH | SOLE | 6,499,000 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 46,000 | 665,900 | SH | SOLE | 665,900 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 53,530 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 112,670 | 1,580,000 | SH | SOLE | 1,580,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 110,386 | 545,116 | SH | SOLE | 545,116 | 0 | 0 | ||
| GENTEX CORP | COM | 371901109 | 46,040 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 93,178 | 2,267,100 | SH | SOLE | 2,267,100 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 346,690 | 8,486,900 | SH | SOLE | 8,486,900 | 0 | 0 | ||
| MCKESSON CORP | COM | 58155Q103 | 59,870 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 426,048 | 4,668,000 | SH | SOLE | 4,668,000 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 248,274 | 8,169,600 | SH | SOLE | 8,169,600 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 187,848 | 4,390,000 | SH | SOLE | 4,390,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 158,003 | 1,955,000 | SH | SOLE | 1,955,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 405,117 | 3,386,700 | SH | SOLE | 3,386,700 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 153,331 | 2,342,000 | SH | SOLE | 2,342,000 | 0 | 0 | ||
| WORLDPAY INC | CL A | 981558109 | 20,692 | 251,600 | SH | SOLE | 251,600 | 0 | 0 | ||