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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 42,542 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 21,346 | 15,100 | SH | SOLE | 15,100 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 149,750 | 3,305,000 | SH | SOLE | 3,305,000 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 142,642 | 6,320,000 | SH | SOLE | 6,320,000 | 0 | 0 | ||
| ARCONIC CORPORATION | COM | 03966V107 | 36,455 | 2,617,000 | SH | SOLE | 2,617,000 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | 60,810 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| CENTENNIAL RESOURCE DEV INC | CL A | 15136A102 | 2,460 | 2,764,500 | SH | SOLE | 2,764,500 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 295,989 | 6,125,600 | SH | SOLE | 6,125,600 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 247,698 | 1,320,000 | SH | SOLE | 1,320,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 768,391 | 4,392,062 | SH | SOLE | 4,392,062 | 0 | 0 | ||
| COVETRUS INC | COM | 22304C100 | 16,101 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 62,035 | 8,014,837 | SH | SOLE | 8,014,837 | 0 | 0 | ||
| EQUITRANS MIDSTREAM CORPORAT | COM | 294600101 | 47,866 | 5,760,000 | SH | SOLE | 5,760,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 107,177 | 472,000 | SH | SOLE | 472,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 65,704 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 275,777 | 2,825,000 | SH | SOLE | 2,825,000 | 0 | 0 | ||
| HERON THERAPEUTICS INC | COM | 427746102 | 8,311 | 565,000 | SH | SOLE | 565,000 | 0 | 0 | ||
| HOWMET AEROSPACE INC | COM | 443201108 | 187,823 | 11,850,000 | SH | SOLE | 11,850,000 | 0 | 0 | ||
| IHS MARKIT LTD | SHS | G47567105 | 38,128 | 505,000 | SH | SOLE | 505,000 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 138,282 | 1,145,000 | SH | SOLE | 1,145,000 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 126,983 | 895,000 | SH | SOLE | 895,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM A SIRIUSXM | 531229409 | 2,106 | 61,000 | SH | SOLE | 61,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 | 12,574 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 15,587 | 417,000 | SH | SOLE | 417,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 642,237 | 3,155,800 | SH | SOLE | 3,155,800 | 0 | 0 | ||
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 22,015 | 870,000 | SH | SOLE | 870,000 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 22,175 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 161,414 | 2,075,000 | SH | SOLE | 2,075,000 | 0 | 0 | ||
| RESIDEO TECHNOLOGIES INC | COM | 76118Y104 | 13,830 | 1,180,000 | SH | SOLE | 1,180,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 90,855 | 485,000 | SH | SOLE | 485,000 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 177,390 | 5,400,000 | SH | SOLE | 5,400,000 | 0 | 0 | ||
| STERICYCLE INC | COM | 858912108 | 336 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 509,892 | 2,639,600 | SH | SOLE | 2,639,600 | 0 | 0 | ||
| WEX INC | COM | 96208T104 | 100,326 | 608,000 | SH | SOLE | 608,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 137,710 | 735,000 | SH | SOLE | 735,000 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 16,760 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||