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 | 109,463 | 590,000 | SH | SOLE | 590,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 69,931 | 61,930 | SH | SOLE | 61,930 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 159,250 | 4,853,698 | SH | SOLE | 4,853,698 | 0 | 0 | ||
| DELPHI TECHNOLOGIES PLC | SHS | G2709G107 | 81,556 | 1,794,012 | SH | SOLE | 1,794,012 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 73,100 | 860,000 | SH | SOLE | 860,000 | 0 | 0 | ||
| DOWDUPONT INC | COM | 26078J100 | 126,744 | 1,922,700 | SH | SOLE | 1,922,700 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 80,945 | 574,000 | SH | SOLE | 574,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 117,136 | 602,800 | SH | SOLE | 602,800 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 127,872 | 6,109,528 | SH | SOLE | 6,109,528 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 68,009 | 610,000 | SH | SOLE | 610,000 | 0 | 0 | ||
| IHS MARKIT LTD | SHS | G47567105 | 94,874 | 1,839,000 | SH | SOLE | 1,839,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 78,526 | 2,705,000 | SH | SOLE | 2,705,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 117,967 | 1,196,300 | SH | SOLE | 1,196,300 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 122,602 | 572,186 | SH | SOLE | 572,186 | 0 | 0 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 93,539 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 58,691 | 2,115,000 | SH | SOLE | 2,115,000 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 87,216 | 929,712 | SH | SOLE | 929,712 | 0 | 0 | ||
| RAYMOND JAMES FINANCIAL INC | COM | 754730109 | 85,151 | 953,000 | SH | SOLE | 953,000 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 123,012 | 2,040,000 | SH | SOLE | 2,040,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 60,861 | 361,749 | SH | SOLE | 361,749 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 97,053 | 1,870,000 | SH | SOLE | 1,870,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 118,734 | 1,987,184 | SH | SOLE | 1,987,184 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 69,398 | 586,332 | SH | SOLE | 586,332 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 65,537 | 498,000 | SH | SOLE | 498,000 | 0 | 0 | ||