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 | 59,398 | 812,000 | SH | SOLE | 812,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 16,899 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| AMERISOURCEBERGEN CORP | COM | 03073E105 | 58,929 | 639,000 | SH | SOLE | 639,000 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 380,860 | 8,853,100 | SH | SOLE | 8,853,100 | 0 | 0 | ||
| ARCONIC INC | COM | 03965L100 | 152,859 | 6,945,000 | SH | SOLE | 6,945,000 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 118,445 | 59,700 | SH | SOLE | 59,700 | 0 | 0 | ||
| CENTENNIAL RESOURCE DEV INC | CL A | 15136A102 | 83,838 | 3,836,959 | SH | SOLE | 3,836,959 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 839,224 | 12,076,900 | SH | SOLE | 12,076,900 | 0 | 0 | ||
| CIGNA CORPORATION | COM | 125509109 | 108,915 | 523,000 | SH | SOLE | 523,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 922,336 | 4,277,600 | SH | SOLE | 4,277,600 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 63,878 | 8,014,837 | SH | SOLE | 8,014,837 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 154,963 | 4,693,000 | SH | SOLE | 4,693,000 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 29,538 | 637,000 | SH | SOLE | 637,000 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 421,291 | 9,525,000 | SH | SOLE | 9,525,000 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 62,745 | 660,400 | SH | SOLE | 660,400 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 129,106 | 1,567,200 | SH | SOLE | 1,567,200 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 92,275 | 405,000 | SH | SOLE | 405,000 | 0 | 0 | ||
| GS ACQUISITION HLDGS CORP | UNIT 06/12/2023 | 36255F201 | 15,450 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 83,839 | 1,930,000 | SH | SOLE | 1,930,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 298,475 | 6,869,400 | SH | SOLE | 6,869,400 | 0 | 0 | ||
| MCKESSON CORP | COM | 58155Q103 | 46,693 | 352,000 | SH | SOLE | 352,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 408,301 | 3,570,000 | SH | SOLE | 3,570,000 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 214,146 | 8,339,000 | SH | SOLE | 8,339,000 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 65,334 | 1,420,000 | SH | SOLE | 1,420,000 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 168,229 | 4,190,000 | SH | SOLE | 4,190,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 227,950 | 2,040,000 | SH | SOLE | 2,040,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 488,333 | 3,253,600 | SH | SOLE | 3,253,600 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 230,364 | 3,160,000 | SH | SOLE | 3,160,000 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 154,678 | 4,455,000 | SH | SOLE | 4,455,000 | 0 | 0 | ||