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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 26,469 | 283,638 | SH | SOLE | 283,638 | 0 | 0 | ||
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 48,676 | 679,636 | SH | SOLE | 679,636 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 67,096 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | ||
| ALLY FINL INC | COM | 02005N100 | 22,270 | 1,543,288 | SH | SOLE | 1,543,288 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 155,440 | 133,775 | SH | SOLE | 133,775 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 197,058 | 8,840,624 | SH | SOLE | 8,840,624 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 213,424 | 109,464 | SH | SOLE | 109,464 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 37,825 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 229,165 | 525,235 | SH | SOLE | 525,235 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 95,962 | 669,380 | SH | SOLE | 669,380 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 177,510 | 3,097,900 | SH | SOLE | 3,097,900 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 150,153 | 2,043,735 | SH | SOLE | 2,043,735 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 235,427 | 1,935,438 | SH | SOLE | 1,935,438 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 131,208 | 703,377 | SH | SOLE | 703,377 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 117,587 | 815,275 | SH | SOLE | 815,275 | 0 | 0 | ||
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 222,669 | 1,236,225 | SH | SOLE | 1,236,225 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 182,040 | 2,115,515 | SH | SOLE | 2,115,515 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 199,404 | 1,264,370 | SH | SOLE | 1,264,370 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 156,040 | 5,081,083 | SH | SOLE | 5,081,083 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 47,989 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 95,420 | 653,559 | SH | SOLE | 653,559 | 0 | 0 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 46,663 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 71,253 | 1,780,000 | SH | SOLE | 1,780,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 65,023 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 63,456 | 535,000 | SH | SOLE | 535,000 | 0 | 0 | ||
| WEX INC | COM | 96208T104 | 30,757 | 294,181 | SH | SOLE | 294,181 | 0 | 0 | ||