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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 39,544 | 36,584 | SH | SOLE | 36,584 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 24,487 | 86,768 | SH | SOLE | 86,768 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 637 | 2 | SH | SOLE | 2 | 0 | 0 | ||
| BIO RAD LABS INC | CL A | 090572207 | 14,879 | 47,599 | SH | SOLE | 47,599 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 29,687 | 174,477 | SH | SOLE | 174,477 | 0 | 0 | ||
| CENTENE CORP DEL | COM | 15135B101 | 11,976 | 228,378 | SH | SOLE | 228,378 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 1,559 | 44,545 | SH | SOLE | 44,545 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 25,994 | 242,048 | SH | SOLE | 242,048 | 0 | 0 | ||
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 27,219 | 805,310 | SH | SOLE | 805,310 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 27,901 | 144,565 | SH | SOLE | 144,565 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905A109 | 48,752 | 1,119,446 | SH | SOLE | 1,119,446 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 16,474 | 168,548 | SH | SOLE | 168,548 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 12,998 | 48,992 | SH | SOLE | 48,992 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 38,166 | 237,205 | SH | SOLE | 237,205 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 77,595 | 499,000 | SH | Put | SOLE | 499,000 | 0 | 0 | |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 19,673 | 85,495 | SH | SOLE | 85,495 | 0 | 0 | ||
| MEDIFAST INC | COM | 58470H101 | 52,453 | 408,828 | SH | SOLE | 408,828 | 0 | 0 | ||
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 21,013 | 524,942 | SH | SOLE | 524,942 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 91,563 | 312,500 | SH | Put | SOLE | 312,500 | 0 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 21,793 | 512,587 | SH | SOLE | 512,587 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 24,803 | 101,648 | SH | SOLE | 101,648 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 38,787 | 1,084,643 | SH | SOLE | 1,084,643 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 33,555 | 464,685 | SH | SOLE | 464,685 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 29,677 | 239,346 | SH | SOLE | 239,346 | 0 | 0 | ||