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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 109,936 802,046 SH   SOLE   802,046 0 0
ALPHABET INC CAP STK CL C 02079K107 194,492 187,804 SH   SOLE   187,804 0 0
ALTABA INC COM 021346101 49,431 853,148 SH   SOLE   853,148 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 25,727 385,945 SH   SOLE   385,945 0 0
BERRY GLOBAL GROUP INC COM 08579W103 216,601 4,557,153 SH   SOLE   4,557,153 0 0
CENTENE CORP DEL COM 15135B101 56,205 487,470 SH   SOLE   487,470 0 0
CF INDS HLDGS INC COM 125269100 170,394 3,916,214 SH   SOLE   3,916,214 0 0
CONSTELLATION BRANDS INC CL A 21036P108 68,509 426,000 SH   SOLE   426,000 0 0
D R HORTON INC COM 23331A109 47,042 1,357,251 SH   SOLE   1,357,251 0 0
DANAHER CORP DEL COM 235851102 169,560 1,644,300 SH   SOLE   1,644,300 0 0
ELECTRONIC ARTS INC COM 285512109 134,043 1,698,682 SH   SOLE   1,698,682 0 0
ELLIE MAE INC COM 28849P100 145,109 2,309,552 SH   SOLE   2,309,552 0 0
EQUIFAX INC COM 294429105 63,794 685,000 SH   SOLE   685,000 0 0
EQUINIX INC COM PAR $0.001 29444U700 30,042 85,211 SH   SOLE   85,211 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 36,918 360,000 SH   SOLE   360,000 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 34,608 1,331,570 SH   SOLE   1,331,570 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 163,974 15,411,090 SH   SOLE   15,411,090 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 58,935 1,117,880 SH   SOLE   1,117,880 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 119,971 1,670,907 SH   SOLE   1,670,907 0 0
IMPERVA INC COM 45321L100 174,719 3,137,358 SH   SOLE   3,137,358 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 352,579 4,680,455 SH   SOLE   4,680,455 0 0
INTERXION HOLDING N.V SHS N47279109 152,807 2,821,396 SH   SOLE   2,821,396 0 0
IQVIA HLDGS INC COM 46266C105 272,952 2,349,594 SH   SOLE   2,349,594 0 0
LAS VEGAS SANDS CORP COM 517834107 43,982 845,000 SH   SOLE   845,000 0 0
LENNAR CORP CL A 526057104 148,447 3,791,762 SH   SOLE   3,791,762 0 0
LENNAR CORP CL B 526057302 5,310 169,477 SH   SOLE   169,477 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 24,092 1,128,953 SH   SOLE   1,128,953 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 288,312 9,391,265 SH   SOLE   9,391,265 0 0
MICROSOFT CORP COM 594918104 168,552 1,659,467 SH   SOLE   1,659,467 0 0
MICROSTRATEGY INC CL A NEW 594972408 11,498 90,000 SH   SOLE   90,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 90,022 2,123,668 SH   SOLE   2,123,668 0 0
PANDORA MEDIA INC COM 698354107 44,944 5,555,556 SH   SOLE   5,555,556 0 0
PAYPAL HLDGS INC COM 70450Y103 134,650 1,601,263 SH   SOLE   1,601,263 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 191,375 3,659,184 SH   SOLE   3,659,184 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 159,910 1,635,235 SH   SOLE   1,635,235 0 0
S&P GLOBAL INC COM 78409V104 36,027 212,000 SH   SOLE   212,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 77,578 1,868,000 SH   SOLE   1,868,000 0 0
SYMANTEC CORP COM 871503108 22,403 1,185,649 SH   SOLE   1,185,649 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 116,481 1,131,540 SH   SOLE   1,131,540 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 127,850 571,295 SH   SOLE   571,295 0 0
US FOODS HLDG CORP COM 912008109 198,115 6,261,523 SH   SOLE   6,261,523 0 0
VEREIT INC COM 92339V100 73,788 10,320,000 SH   SOLE   10,320,000 0 0
VULCAN MATLS CO COM 929160109 201,031 2,034,724 SH   SOLE   2,034,724 0 0
WENDYS CO COM 95058W100 125,007 8,008,106 SH   SOLE   8,008,106 0 0