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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 2,645 75,155 SH   SOLE   75,155 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 11,352 322,496 SH   SOLE 2 322,496 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 15,471 439,510 SH   SOLE 1 439,510 0 0
ACTIVISION BLIZZARD INC COM 00507V109 4,116 49,483 SH   SOLE   49,483 0 0
ACTIVISION BLIZZARD INC COM 00507V109 24,074 289,386 SH   SOLE 1 289,386 0 0
ACTIVISION BLIZZARD INC COM 00507V109 17,683 212,564 SH   SOLE 2 212,564 0 0
AIR PRODS & CHEMS INC COM 009158106 21,782 130,391 SH   SOLE 2 130,391 0 0
AIR PRODS & CHEMS INC COM 009158106 29,654 177,515 SH   SOLE 1 177,515 0 0
AIR PRODS & CHEMS INC COM 009158106 5,071 30,354 SH   SOLE   30,354 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 4,920 67,256 SH   SOLE   67,256 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 21,134 288,911 SH   SOLE 2 288,911 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 28,772 393,325 SH   SOLE 1 393,325 0 0
ATHENAHEALTH INC COM 04685W103 7,087 53,043 SH   SOLE 1 53,043 0 0
ATHENAHEALTH INC COM 04685W103 1,212 9,069 SH   SOLE   9,069 0 0
ATHENAHEALTH INC COM 04685W103 5,062 37,888 SH   SOLE 2 37,888 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 13,359 40,993 SH   SOLE 1 40,993 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 2,284 7,010 SH   SOLE   7,010 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 9,813 30,111 SH   SOLE 2 30,111 0 0
CHENIERE ENERGY INC COM NEW 16411R208 3,871 55,713 SH   SOLE   55,713 0 0
CHENIERE ENERGY INC COM NEW 16411R208 16,631 239,328 SH   SOLE 2 239,328 0 0
CHENIERE ENERGY INC COM NEW 16411R208 22,641 325,822 SH   SOLE 1 325,822 0 0
COMCAST CORP NEW CL A 20030N101 2,738 77,327 SH   SOLE   77,327 0 0
COMCAST CORP NEW CL A 20030N101 11,757 332,012 SH   SOLE 2 332,012 0 0
COMCAST CORP NEW CL A 20030N101 16,005 452,003 SH   SOLE 1 452,003 0 0
CONSTELLATION BRANDS INC CL A 21036P108 7,920 36,732 SH   SOLE 1 36,732 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,355 6,284 SH   SOLE   6,284 0 0
CONSTELLATION BRANDS INC CL A 21036P108 5,658 26,241 SH   SOLE 2 26,241 0 0
HILTON GRAND VACATIONS INC COM 43283X105 2,341 70,732 SH   SOLE   70,732 0 0
HILTON GRAND VACATIONS INC COM 43283X105 10,057 303,835 SH   SOLE 2 303,835 0 0
HILTON GRAND VACATIONS INC COM 43283X105 13,692 413,643 SH   SOLE 1 413,643 0 0
JACK IN THE BOX INC COM 466367109 14,245 169,927 SH   SOLE 1 169,927 0 0
JACK IN THE BOX INC COM 466367109 2,436 29,056 SH   SOLE   29,056 0 0
JACK IN THE BOX INC COM 466367109 10,463 124,817 SH   SOLE 2 124,817 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 1,712 20,297 SH   SOLE   20,297 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 7,349 87,149 SH   SOLE 2 87,149 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 10,012 118,722 SH   SOLE 1 118,722 0 0
LOGMEIN INC COM 54142L109 2,551 28,631 SH   SOLE   28,631 0 0
LOGMEIN INC COM 54142L109 10,958 122,988 SH   SOLE 2 122,988 0 0
LOGMEIN INC COM 54142L109 14,919 167,437 SH   SOLE 1 167,437 0 0
OLIN CORP COM PAR $1 680665205 6,605 257,189 SH   SOLE 1 257,189 0 0
OLIN CORP COM PAR $1 680665205 1,129 43,977 SH   SOLE   43,977 0 0
OLIN CORP COM PAR $1 680665205 4,851 188,914 SH   SOLE 2 188,914 0 0
PERSPECTA INC COM 715347100 2,970 115,493 SH   SOLE   115,493 0 0
PERSPECTA INC COM 715347100 12,755 495,911 SH   SOLE 2 495,911 0 0
PERSPECTA INC COM 715347100 17,364 675,136 SH   SOLE 1 675,136 0 0
POST HLDGS INC COM 737446104 2,219 22,635 SH   SOLE   22,635 0 0
POST HLDGS INC COM 737446104 9,533 97,235 SH   SOLE 2 97,235 0 0
POST HLDGS INC COM 737446104 12,978 132,376 SH   SOLE 1 132,376 0 0
SHUTTERFLY INC COM 82568P304 29,292 444,557 SH   SOLE 1 444,557 0 0
SHUTTERFLY INC COM 82568P304 5,009 76,015 SH   SOLE   76,015 0 0
SHUTTERFLY INC COM 82568P304 21,516 326,542 SH   SOLE 2 326,542 0 0
SHUTTERFLY INC COM 82568P304 10,496 159,300 SH Call SOLE 1 159,300 0 0
SHUTTERFLY INC COM 82568P304 1,786 27,100 SH Call SOLE   27,100 0 0
SHUTTERFLY INC COM 82568P304 7,670 116,400 SH Call SOLE 2 116,400 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 364 7,949 SH   SOLE   7,949 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 1,521 33,206 SH   SOLE 2 33,206 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 2,130 46,487 SH   SOLE 1 46,487 0 0
VIASAT INC COM 92552V100 18,858 294,884 SH   SOLE 1 294,884 0 0
VIASAT INC COM 92552V100 3,226 50,445 SH   SOLE   50,445 0 0
VIASAT INC COM 92552V100 13,852 216,603 SH   SOLE 2 216,603 0 0
YUM BRANDS INC COM 988498101 2,067 22,737 SH   SOLE   22,737 0 0
YUM BRANDS INC COM 988498101 8,640 95,040 SH   SOLE 2 95,040 0 0
YUM BRANDS INC COM 988498101 12,083 132,907 SH   SOLE 1 132,907 0 0