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
ADIENT PLC ORD SHS G0084W101 154,316 2,360,300 SH   SOLE   2,360,300 0 0
ALLERGAN PLC SHS G0177J108 349,563 1,438,000 SH   SOLE   1,438,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 109,806 1,376,700 SH   SOLE   1,376,700 0 0
ALPHABET INC CAP STK CL A 02079K305 174,315 187,500 SH   SOLE   187,500 0 0
AMAZON COM INC COM 023135106 114,611 118,400 SH   SOLE   118,400 0 0
AUTODESK INC COM 052769106 100,870 1,000,500 SH   SOLE   1,000,500 0 0
BANK AMER CORP COM 060505104 339,710 14,002,900 SH   SOLE   14,002,900 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 51,204 563,800 SH   SOLE   563,800 0 0
CDK GLOBAL INC COM 12508E101 241,879 3,897,500 SH   SOLE   3,897,500 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 267,223 793,300 SH   SOLE   793,300 0 0
CITIGROUP INC COM NEW 172967424 216,885 3,242,900 SH   SOLE   3,242,900 0 0
CSX CORP COM 126408103 252,138 4,621,300 SH   SOLE   4,621,300 0 0
DANAHER CORP DEL COM 235851102 125,547 1,487,700 SH   SOLE   1,487,700 0 0
DEVON ENERGY CORP NEW COM 25179M103 43,908 1,373,400 SH   SOLE   1,373,400 0 0
FACEBOOK INC CL A 30303M102 297,763 1,972,200 SH   SOLE   1,972,200 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 175,100 1,214,200 SH   SOLE   1,214,200 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 96,726 435,900 SH   SOLE   435,900 0 0
GRACE W R & CO DEL NEW COM 38388F108 96,882 1,345,400 SH   SOLE   1,345,400 0 0
HD SUPPLY HLDGS INC COM 40416M105 211,163 6,894,000 SH   SOLE   6,894,000 0 0
JD COM INC SPON ADR CL A 47215P106 208,090 5,305,700 SH   SOLE   5,305,700 0 0
KRAFT HEINZ CO COM 500754106 112,796 1,317,100 SH   SOLE   1,317,100 0 0
LAMB WESTON HLDGS INC COM 513272104 112,042 2,544,100 SH   SOLE   2,544,100 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 10,935 350,700 SH   SOLE   350,700 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 96,970 4,529,200 SH   SOLE   4,529,200 0 0
MASTERCARD INCORPORATED CL A 57636Q104 107,192 882,600 SH   SOLE   882,600 0 0
MGM RESORTS INTERNATIONAL COM 552953101 53,700 1,716,216 SH   SOLE   1,716,216 0 0
OASIS PETE INC NEW COM 674215108 29,325 3,642,900 SH   SOLE   3,642,900 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 21,443 8,376,100 SH   SOLE   8,376,100 0 0
PIONEER NAT RES CO COM 723787107 126,451 792,400 SH   SOLE   792,400 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 135,824 10,711,700 SH   SOLE   10,711,700 0 0
PRICELINE GRP INC COM NEW 741503403 56,067 29,974 SH   SOLE   29,974 0 0
RANGE RES CORP COM 75281A109 44,018 1,899,800 SH   SOLE   1,899,800 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 188,502 4,412,500 SH   SOLE   4,412,500 0 0
TRANSDIGM GROUP INC COM 893641100 281,426 1,046,700 SH   SOLE   1,046,700 0 0
TRANSUNION COM 89400J107 66,888 1,544,400 SH   SOLE   1,544,400 0 0
ULTRA PETROLEUM CORP COM NEW 903914208 102,721 9,467,328 SH   SOLE   9,467,328 0 0
VISA INC COM CL A 92826C839 191,114 2,037,900 SH   SOLE   2,037,900 0 0
WAYFAIR INC CL A 94419L101 56,822 739,100 SH   SOLE   739,100 0 0
WELLS FARGO CO NEW COM 949746101 197,825 3,570,200 SH   SOLE   3,570,200 0 0
WHITING PETE CORP NEW COM 966387102 30,106 5,463,900 SH   SOLE   5,463,900 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 65,872 4,718,600 SH   SOLE   4,718,600 0 0