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
ADVANCED DISP SVCS INC DEL COM 00790X101 26,981 845,523 SH   SOLE 0 845,523 0 0
ALLERGAN PLC SHS G0177J108 9,041 54,000 SH   SOLE 0 54,000 0 0
ALPHABET INC CAP STK CL C 02079K107 4,717 4,364 SH   SOLE 0 4,364 0 0
AMAZON COM INC COM 023135106 7,317 3,864 SH   SOLE 0 3,864 0 0
AMBER RD INC COM 02318Y108 7,795 596,853 SH   SOLE 0 596,853 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 652 20,000 SH   SOLE 0 20,000 0 0
ANADARKO PETE CORP COM 032511107 67,733 959,930 SH   SOLE 0 959,930 0 0
APPLE INC COM 037833100 5,401 27,287 SH   SOLE 0 27,287 0 0
APTIV PLC SHS G6095L109 1,415 17,500 SH   SOLE 0 17,500 0 0
CELGENE CORP COM 151020104 39,240 424,496 SH   SOLE 0 424,496 0 0
CONTROL4 CORP COM 21240D107 20,694 871,328 SH   SOLE 0 871,328 0 0
CRAY INC COM NEW 225223304 1,912 54,900 SH   SOLE 0 54,900 0 0
CSX CORP COM 126408103 5,818 75,200 SH   SOLE 0 75,200 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 8,860 398,400 SH   SOLE 0 398,400 0 0
DANAHER CORPORATION COM 235851102 5,131 35,900 SH   SOLE 0 35,900 0 0
DISH NETWORK CORP NOTE 3.375% 8/1 25470MAB5 4,864 5,000,000 SH   SOLE 0 5,000,000 0 0
FACEBOOK INC CL A 30303M102 5,155 26,710 SH   SOLE 0 26,710 0 0
FERRARI N V COM N3167Y103 807 5,000 SH   SOLE 0 5,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 71,181 2,629,500 SH   SOLE 0 2,629,500 0 0
GLOBAL BRASS & COPPR HLDGS I COM 37953G103 11,580 264,807 SH   SOLE 0 264,807 0 0
L3 TECHNOLOGIES INC COM 502413107 89,438 364,800 SH   SOLE 0 364,800 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 877 23,200 SH   SOLE 0 23,200 0 0
MASTERCARD INC CL A 57636Q104 1,693 6,400 SH   SOLE 0 6,400 0 0
MAXAR TECHNOLOGIES INC COM 57778K105 1,057 135,200 SH   SOLE 0 135,200 0 0
MICROSOFT CORP COM 594918104 6,858 51,193 SH   SOLE 0 51,193 0 0
OCCIDENTAL PETE CORP COM 674599105 1,609 32,000 SH   SOLE 0 32,000 0 0
PACIRA BIOSCIENCES COM 695127100 5,649 129,900 SH   SOLE 0 129,900 0 0
PAYPAL HLDGS INC COM 70450Y103 1,637 14,300 SH   SOLE 0 14,300 0 0
RED HAT INC COM 756577102 75,894 404,210 SH   SOLE 0 404,210 0 0
SPARK THERAPEUTICS INC COM 84652J103 43,850 428,310 SH   SOLE 0 428,310 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 43,950 150,000 SH Call SOLE 0 150,000 0 0
TABLEAU SOFTWARE INC CL A 87336U105 61,095 368,000 SH   SOLE 0 368,000 0 0
TIVO CORP COM 88870P106 1,973 267,700 SH   SOLE 0 267,700 0 0
TOTAL SYS SVCS INC COM 891906109 23,647 184,350 SH   SOLE 0 184,350 0 0
TRIBUNE MEDIA CO CL A 896047503 26,456 572,400 SH   SOLE 0 572,400 0 0
UNITED RENTALS INC COM 911363109 929 7,006 SH   SOLE 0 7,006 0 0
VISA INC COM CL A 92826C839 1,579 9,100 SH   SOLE 0 9,100 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 69,472 243,700 SH   SOLE 0 243,700 0 0
WORLDPAY INC CL A 981558109 90,062 734,897 SH   SOLE 0 734,897 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 2,754 49,400 SH   SOLE 0 49,400 0 0
ZAYO GROUP HLDGS INC COM 98919V105 26,375 801,443 SH   SOLE 0 801,443 0 0