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 |
| ARAMARK | COM | 03852U106 | 254,991 | 8,801,900 | SH | SOLE | 8,801,900 | 0 | 0 | ||
| ARCONIC INC | COM | 03965L100 | 116,415 | 6,904,800 | SH | SOLE | 6,904,800 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 132,626 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
| CENTENNIAL RESOURCE DEV INC | CL A | 15136A102 | 42,039 | 3,814,759 | SH | SOLE | 3,814,759 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 710,694 | 12,007,000 | SH | SOLE | 12,007,000 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 238,350 | 1,255,000 | SH | SOLE | 1,255,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 697,267 | 4,335,700 | SH | SOLE | 4,335,700 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 46,726 | 8,014,837 | SH | SOLE | 8,014,837 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 100,350 | 3,575,000 | SH | SOLE | 3,575,000 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 9,180 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 181,720 | 9,619,900 | SH | SOLE | 9,619,900 | 0 | 0 | ||
| EQUITRANS MIDSTREAM CORPORAT | COM | 294600101 | 157,995 | 7,891,840 | SH | SOLE | 7,891,840 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 114,310 | 872,000 | SH | SOLE | 872,000 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 114,505 | 1,558,100 | SH | SOLE | 1,558,100 | 0 | 0 | ||
| GS ACQUISITION HLDGS CORP | UNIT 06/12/2023 | 36255F201 | 15,066 | 1,469,900 | SH | SOLE | 1,469,900 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 32,715 | 889,000 | SH | SOLE | 889,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 133,128 | 3,600,000 | SH | SOLE | 3,600,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 342,220 | 3,369,300 | SH | SOLE | 3,369,300 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 166,726 | 8,290,700 | SH | SOLE | 8,290,700 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 203,988 | 5,855,000 | SH | SOLE | 5,855,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 243,372 | 2,028,100 | SH | SOLE | 2,028,100 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 418,408 | 3,171,200 | SH | SOLE | 3,171,200 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 121,623 | 5,325,000 | SH | SOLE | 5,325,000 | 0 | 0 | ||