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 | 250,126 | 8,464,500 | SH | SOLE | 8,464,500 | 0 | 0 | ||
| ARCONIC INC | COM | 03965L100 | 138,106 | 7,226,900 | SH | SOLE | 7,226,900 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 129,123 | 74,000 | SH | SOLE | 74,000 | 0 | 0 | ||
| CENTENNIAL RESOURCE DEV INC | CL A | 15136A102 | 35,028 | 3,985,000 | SH | SOLE | 3,985,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 789,332 | 11,546,700 | SH | SOLE | 11,546,700 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 194,094 | 1,206,900 | SH | SOLE | 1,206,900 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 738,262 | 4,210,700 | SH | SOLE | 4,210,700 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 51,455 | 8,014,837 | SH | SOLE | 8,014,837 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 210,368 | 5,664,200 | SH | SOLE | 5,664,200 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 191,868 | 9,251,100 | SH | SOLE | 9,251,100 | 0 | 0 | ||
| EQUITRANS MIDSTREAM CORPORAT | COM | 294600101 | 165,294 | 7,589,240 | SH | SOLE | 7,589,240 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 140,120 | 840,600 | SH | SOLE | 840,600 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 270,817 | 3,067,700 | SH | SOLE | 3,067,700 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 19,889 | 520,927 | SH | SOLE | 520,927 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 80,669 | 2,109,554 | SH | SOLE | 2,109,554 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 372,219 | 3,156,000 | SH | SOLE | 3,156,000 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 179,819 | 7,770,900 | SH | SOLE | 7,770,900 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 51,680 | 2,903,382 | SH | SOLE | 2,903,382 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 259,341 | 5,630,500 | SH | SOLE | 5,630,500 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 248,234 | 1,950,300 | SH | SOLE | 1,950,300 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 447,031 | 2,862,100 | SH | SOLE | 2,862,100 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 6,324 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 112,327 | 3,952,400 | SH | SOLE | 3,952,400 | 0 | 0 | ||