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 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 495,602 | 7,927,089 | SH | SOLE | 7,927,089 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 359,317 | 8,768,100 | SH | SOLE | 8,768,100 | 0 | 0 | ||
| CENTENNIAL RESOURCE DEV INC | CL A | 15136A102 | 62,023 | 3,920,559 | SH | SOLE | 3,920,559 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 546,117 | 11,211,600 | SH | SOLE | 11,211,600 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 1,115,633 | 5,758,700 | SH | SOLE | 5,758,700 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 65,561 | 8,014,837 | SH | SOLE | 8,014,837 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 144,220 | 4,130,000 | SH | SOLE | 4,130,000 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 61,333 | 1,010,430 | SH | SOLE | 1,010,430 | 0 | 0 | ||
| ENERGEN CORP | COM | 29265N108 | 14,811 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 283,290 | 4,437,500 | SH | SOLE | 4,437,500 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 42,542 | 295,000 | SH | SOLE | 295,000 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 102,173 | 2,320,000 | SH | SOLE | 2,320,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER A FRMLA | 531229870 | 20,267 | 578,548 | SH | SOLE | 578,548 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 62,452 | 1,705,399 | SH | SOLE | 1,705,399 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 97,154 | 2,314,300 | SH | SOLE | 2,314,300 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 361,706 | 8,674,000 | SH | SOLE | 8,674,000 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 473,743 | 9,053,000 | SH | SOLE | 9,053,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 528,280 | 7,664,000 | SH | SOLE | 7,664,000 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 164,875 | 5,445,000 | SH | SOLE | 5,445,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 82,115 | 1,530,000 | SH | SOLE | 1,530,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 101,756 | 54,400 | SH | SOLE | 54,400 | 0 | 0 | ||
| QUINTILES IMS HOLDINGS INC | COM | 74876Y101 | 50,836 | 568,000 | SH | SOLE | 568,000 | 0 | 0 | ||
| SAFETY INCOME & GROWTH INC | COM | 78649D104 | 958 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 63,721 | 1,040,000 | SH | SOLE | 1,040,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 64,574 | 880,000 | SH | SOLE | 880,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 90,881 | 3,206,800 | SH | SOLE | 3,206,800 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 407,343 | 4,343,600 | SH | SOLE | 4,343,600 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 238,812 | 3,049,573 | SH | SOLE | 3,049,573 | 0 | 0 | ||
| WARRIOR MET COAL INC | COM | 93627C101 | 1,456 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| WEBMD HEALTH CORP | COM | 94770V102 | 159,029 | 2,711,500 | SH | SOLE | 2,711,500 | 0 | 0 | ||
| WELBILT INC | COM | 949090104 | 211,640 | 11,227,600 | SH | SOLE | 11,227,600 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 29,549 | 333,508 | SH | SOLE | 333,508 | 0 | 0 | ||