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 | 332,336 | 7,657,500 | SH | SOLE | 7,657,500 | 0 | 0 | ||
| ARCONIC INC | COM | 03965L100 | 382,163 | 12,420,000 | SH | SOLE | 12,420,000 | 0 | 0 | ||
| BRIGGS & STRATTON CORP | COM | 109043109 | 4,496 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| CENTENNIAL RESOURCE DEV INC | CL A | 15136A102 | 24,249 | 5,248,700 | SH | SOLE | 5,248,700 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 613,619 | 10,047,800 | SH | SOLE | 10,047,800 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 266,123 | 1,301,400 | SH | SOLE | 1,301,400 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 798,980 | 4,210,700 | SH | SOLE | 4,210,700 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 124,070 | 8,014,837 | SH | SOLE | 8,014,837 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 84,683 | 7,769,100 | SH | SOLE | 7,769,100 | 0 | 0 | ||
| EQUITRANS MIDSTREAM CORPORAT | COM | 294600101 | 117,953 | 8,828,800 | SH | SOLE | 8,828,800 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 29,209 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 301,239 | 2,605,200 | SH | SOLE | 2,605,200 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 25,182 | 520,927 | SH | SOLE | 520,927 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 101,554 | 2,109,554 | SH | SOLE | 2,109,554 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 134,713 | 2,235,900 | SH | SOLE | 2,235,900 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 495,336 | 3,141,000 | SH | SOLE | 3,141,000 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 89,501 | 1,195,100 | SH | SOLE | 1,195,100 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 251,467 | 6,313,500 | SH | SOLE | 6,313,500 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 94,928 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 520,633 | 2,770,800 | SH | SOLE | 2,770,800 | 0 | 0 | ||