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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 24,401 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 17,442 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 140,489 | 7,035,000 | SH | SOLE | 7,035,000 | 0 | 0 | ||
| ARCONIC INC | COM | 03965L100 | 194,246 | 12,095,000 | SH | SOLE | 12,095,000 | 0 | 0 | ||
| CENTENNIAL RESOURCE DEV INC | CL A | 15136A102 | 727 | 2,764,500 | SH | SOLE | 2,764,500 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 246,728 | 7,365,000 | SH | SOLE | 7,365,000 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 239,725 | 1,353,000 | SH | SOLE | 1,353,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 586,185 | 4,088,900 | SH | SOLE | 4,088,900 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 101,430 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 69,809 | 8,014,837 | SH | SOLE | 8,014,837 | 0 | 0 | ||
| EQUITRANS MIDSTREAM CORPORAT | COM | 294600101 | 47,632 | 9,469,500 | SH | SOLE | 9,469,500 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 36,696 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 59,604 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 290,080 | 3,053,800 | SH | SOLE | 3,053,800 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 19,979 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| IHS MARKIT LTD | SHS | G47567105 | 22,500 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 217,977 | 1,965,000 | SH | SOLE | 1,965,000 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 14,777 | 137,000 | SH | SOLE | 137,000 | 0 | 0 | ||
| MEDTRONIC PLC | SHS | G5960L103 | 22,094 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 495,367 | 3,141,000 | SH | SOLE | 3,141,000 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 100,384 | 1,640,000 | SH | SOLE | 1,640,000 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 163,679 | 6,624,000 | SH | SOLE | 6,624,000 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 35,140 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 427,081 | 2,650,700 | SH | SOLE | 2,650,700 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 12,098 | 201,000 | SH | SOLE | 201,000 | 0 | 0 | ||
| YUM CHINA HLDGS INC | COM | 98850P109 | 72,897 | 1,710,000 | SH | SOLE | 1,710,000 | 0 | 0 | ||