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
ADVANCE AUTO PARTS INC COM 00751Y106 67,699 400,300 SH   SOLE   400,300 0 0
ADVISORY BRD CO COM 00762W107 17,456 525,000 SH   SOLE   525,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 586,078 8,973,789 SH   SOLE   8,973,789 0 0
ARAMARK COM 03852U106 315,504 8,832,700 SH   SOLE   8,832,700 0 0
AUTODESK INC COM 052769106 5,514 74,500 SH   SOLE   74,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208 448,297 10,820,600 SH   SOLE   10,820,600 0 0
CONSTELLATION BRANDS INC CL A 21036P108 895,668 5,842,200 SH   SOLE   5,842,200 0 0
COTY INC COM CL A 222070203 16,113 880,000 SH   SOLE   880,000 0 0
DORIAN LPG LTD SHS USD Y2106R110 65,802 8,014,837 SH   SOLE   8,014,837 0 0
EBAY INC COM 278642103 62,521 2,105,800 SH   SOLE   2,105,800 0 0
ECHOSTAR CORP CL A 278768106 71,245 1,386,350 SH   SOLE   1,386,350 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 277,994 4,041,200 SH   SOLE   4,041,200 0 0
LIBERTY MEDIA CORP DELAWARE COM A MEDIA GRP 531229870 18,250 582,148 SH   SOLE   582,148 0 0
LIBERTY MEDIA CORP DELAWARE COM C MEDIA GRP 531229854 53,762 1,715,999 SH   SOLE   1,715,999 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 80,387 2,328,700 SH   SOLE   2,328,700 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 277,296 8,175,000 SH   SOLE   8,175,000 0 0
MANITOWOC FOODSERVICE INC COM 563568104 264,690 13,693,200 SH   SOLE   13,693,200 0 0
MARATHON PETE CORP COM 56585A102 433,010 8,600,000 SH   SOLE   8,600,000 0 0
MICROSOFT CORP COM 594918104 463,714 7,462,400 SH   SOLE   7,462,400 0 0
OLIN CORP COM PAR $1 680665205 138,166 5,395,000 SH   SOLE   5,395,000 0 0
PRICELINE GRP INC COM NEW 741503403 80,193 54,700 SH   SOLE   54,700 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 53,003 2,687,758 SH   SOLE   2,687,758 0 0
CENTENNIAL RESOURCE DEV INC *W EXP 02/23/2021 15136A110 5,567 666,666 SH   SOLE   666,666 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 47,138 956,350 SH   SOLE   956,350 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 168,602 6,012,900 SH   SOLE   6,012,900 0 0
VISA INC COM CL A 92826C839 329,908 4,228,500 SH   SOLE   4,228,500 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 300,276 3,628,273 SH   SOLE   3,628,273 0 0
WEBMD HEALTH CORP COM 94770V102 190,845 3,850,000 SH   SOLE   3,850,000 0 0
WESTERN DIGITAL CORP COM 958102105 40,378 594,237 SH   SOLE   594,237 0 0