The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 349,076 | 8,010,000 | SH | SOLE | 8,010,000 | 0 | 0 | ||
| ARCONIC INC | COM | 03965L100 | 260,000 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
| CENTENNIAL RESOURCE DEV INC | CL A | 15136A102 | 24,291 | 5,380,000 | SH | SOLE | 5,380,000 | 0 | 0 | ||
| CERNER CORP | COM | 156782104 | 68,170 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 682,625 | 10,825,000 | SH | SOLE | 10,825,000 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 217,060 | 1,430,000 | SH | SOLE | 1,430,000 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 56,649 | 940,000 | SH | SOLE | 940,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 872,794 | 4,210,700 | SH | SOLE | 4,210,700 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 83,034 | 8,014,837 | SH | SOLE | 8,014,837 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 257,658 | 6,610,000 | SH | SOLE | 6,610,000 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 98,432 | 9,251,100 | SH | SOLE | 9,251,100 | 0 | 0 | ||
| EQUITRANS MIDSTREAM CORPORAT | COM | 294600101 | 117,551 | 8,079,140 | SH | SOLE | 8,079,140 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 296,444 | 2,861,700 | SH | SOLE | 2,861,700 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 21,655 | 520,927 | SH | SOLE | 520,927 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 88,517 | 2,109,554 | SH | SOLE | 2,109,554 | 0 | 0 | ||
| MALLINCKRODT PUB LTD CO | SHS | G5785G107 | 1,960 | 813,300 | SH | SOLE | 813,300 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 202,298 | 3,330,000 | SH | SOLE | 3,330,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 436,693 | 3,141,000 | SH | SOLE | 3,141,000 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 138,964 | 7,423,300 | SH | SOLE | 7,423,300 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 61,703 | 905,000 | SH | SOLE | 905,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 86,890 | 585,355 | SH | SOLE | 585,355 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 255,494 | 6,155,000 | SH | SOLE | 6,155,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 484,277 | 2,815,400 | SH | SOLE | 2,815,400 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 66,319 | 610,000 | SH | SOLE | 610,000 | 0 | 0 | ||