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 |
| CANADIAN PAC RY LTD | COM | 13645T100 | 243,019 | 2,944,259 | SH | SOLE | 2,944,259 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 1,763,528 | 1,114,725 | SH | SOLE | 1,114,725 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 841,709 | 2,068,031 | SH | SOLE | 2,068,031 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 1,510,160 | 9,952,287 | SH | SOLE | 9,952,287 | 0 | 0 | ||
| HOWARD HUGHES CORP | COM | 44267D107 | 1,411,185 | 13,620,164 | SH | SOLE | 13,620,164 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 2,063,815 | 10,207,306 | SH | SOLE | 10,207,306 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,164,962 | 3,109,965 | SH | SOLE | 3,109,965 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 1,393,456 | 23,864,631 | SH | SOLE | 23,864,631 | 0 | 0 | ||