The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 C 02079K107 52,260 68,865 SH   SOLE   68,865 0 0
ALPHABET INC CAP STK CL A 02079K305 1,864 2,396 SH   SOLE   2,396 0 0
AMERCO COM 023586100 28,018 71,932 SH   SOLE   71,932 0 0
APPLE INC COM 037833100 43,084 409,310 SH   SOLE   409,310 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 37,369 1,278,000 SH   SOLE   1,278,000 0 0
CARNIVAL CORP PAIRED CTF 143658300 400 7,350 SH   SOLE   7,350 0 0
CDK GLOBAL INC COM 12508E101 1,746 36,791 SH   SOLE   36,791 0 0
CITIGROUP INC COM NEW 172967424 34,186 660,600 SH   SOLE   660,600 0 0
COMMSCOPE HLDG CO INC COM 20337X109 32,469 1,254,100 SH   SOLE   1,254,100 0 0
CONCORDIA HEALTHCARE CORP COM 206519100 556 13,600 SH   SOLE   13,600 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 1,746 101,772 SH   SOLE   101,772 0 0
DANAHER CORP DEL COM 235851102 1,093 11,763 SH   SOLE   11,763 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 51,297 1,011,975 SH   SOLE   1,011,975 0 0
DEVRY ED GROUP INC COM 251893103 27,689 1,094,005 SH   SOLE   1,094,005 0 0
DOLLAR TREE INC COM 256746108 34,247 443,500 SH   SOLE   443,500 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 1,736 58,582 SH   SOLE   58,582 0 0
ENZYMOTEC LTD SHS M4059L101 11,396 1,162,845 SH   SOLE   1,162,845 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 3,200 115,400 SH   SOLE   115,400 0 0
FACEBOOK INC CL A 30303M102 51,911 496,000 SH   SOLE   496,000 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 4,069 362,308 SH   SOLE   362,308 0 0
GILEAD SCIENCES INC COM 375558103 39,910 394,411 SH   SOLE   394,411 0 0
GRUBHUB INC COM 400110102 37,186 1,536,628 SH   SOLE   1,536,628 0 0
HORIZON PHARMA PLC SHS G4617B105 17,847 823,577 SH   SOLE   823,577 0 0
HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 1,178 54,100 SH   SOLE   54,100 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 13,830 230,300 SH   SOLE   230,300 0 0
ILLUMINA INC COM 452327109 19,809 103,200 SH   SOLE   103,200 0 0
ISHARES TR 1-3 YR TR BD ETF 464287457 1,366 16,187 SH   SOLE   16,187 0 0
J ALEXANDERS HLDGS INC COM 46609J106 369 33,834 SH   SOLE   33,834 0 0
JD COM INC SPON ADR CL A 47215P106 35,336 1,095,195 SH   SOLE   1,095,195 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 1,819 35,225 SH   SOLE   35,225 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 2,978 69,245 SH   SOLE   69,245 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 1,902 58,723 SH   SOLE   58,723 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 9,474 130,500 SH   SOLE   130,500 0 0
MACROGENICS INC COM 556099109 17,812 575,129 SH   SOLE   575,129 0 0
MASTERCARD INC CL A 57636Q104 3,410 35,025 SH   SOLE   35,025 0 0
NETFLIX INC COM 64110L106 44,826 391,900 SH   SOLE   391,900 0 0
NIVALIS THERAPEUTICS INC COM 65481J109 5,038 650,915 SH   SOLE   650,915 0 0
PJT PARTNERS INC COM CL A 69343T107 2,136 75,499 SH   SOLE   75,499 0 0
PRETIUM RES INC COM 74139C102 6,056 1,201,572 SH   SOLE   1,201,572 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 8,412 97,296 SH   SOLE   97,296 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 17,847 1,126,000 SH   SOLE   1,126,000 0 0
SEALED AIR CORP NEW COM 81211K100 534 11,963 SH   SOLE   11,963 0 0
T2 BIOSYSTEMS INC COM 89853L104 4,627 422,931 SH   SOLE   422,931 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 39,075 595,300 SH   SOLE   595,300 0 0
TOPBUILD CORP COM 89055F103 1,694 55,066 SH   SOLE   55,066 0 0
XPO LOGISTICS INC COM 983793100 20,372 747,593 SH   SOLE   747,593 0 0