The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 94,004 | 1,361,200 | SH | SOLE | 1,361,200 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 87,980 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 79,508 | 635,000 | SH | SOLE | 635,000 | 0 | 0 | ||
DAVITA HEALTHCARE PARTNERS I | COM | 23918K108 | 55,694 | 770,000 | SH | SOLE | 770,000 | 0 | 0 | ||
FENIX PTS INC | COM | 31446L100 | 3,340 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
ILLUMINA INC | COM | 452327109 | 106,371 | 605,000 | SH | SOLE | 605,000 | 0 | 0 | ||
KNOWLES CORP | COM | 49926D109 | 65,058 | 3,530,000 | SH | SOLE | 3,530,000 | 0 | 0 | ||
LINKEDIN CORP | COM CL A | 53578A108 | 78,714 | 414,000 | SH | SOLE | 414,000 | 0 | 0 | ||
LIONS GATE ENTMNT CORP | COM NEW | 535919203 | 150,380 | 4,086,400 | SH | SOLE | 4,086,400 | 0 | 0 | ||
LKQ CORP | COM | 501889208 | 115,057 | 4,057,000 | SH | SOLE | 4,057,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 413,598 | 4,005,400 | SH | SOLE | 4,005,400 | 0 | 0 | ||
NEW RELIC INC | COM | 64829B100 | 123,785 | 3,248,100 | SH | SOLE | 3,248,100 | 0 | 0 | ||
PLATFORM SPECIALTY PRODS COR | COM | 72766Q105 | 6,009 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 61,962 | 1,725,000 | SH | SOLE | 1,725,000 | 0 | 0 | ||
TABLEAU SOFTWARE INC | CL A | 87336U105 | 231,761 | 2,905,000 | SH | SOLE | 2,905,000 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 131,223 | 617,783 | SH | SOLE | 617,783 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 109,333 | 1,734,897 | SH | SOLE | 1,734,897 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 243,637 | 3,538,150 | SH | SOLE | 3,538,150 | 0 | 0 |