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 | 17,879 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| ALTRIA GROUP INC | COM | 02209S103 | 302 | 4,821 | SH | SOLE | 4,821 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 30,735 | 282,000 | SH | SOLE | 282,000 | 0 | 0 | ||
| BJS RESTAURANTS INC | COM | 09180C106 | 12,381 | 297,841 | SH | SOLE | 297,841 | 0 | 0 | ||
| CENTURYLINK INC | COM | 156700106 | 237 | 7,413 | SH | SOLE | 7,413 | 0 | 0 | ||
| COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 | 28,065 | 719,050 | SH | SOLE | 719,050 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 34,102 | 836,438 | SH | SOLE | 836,438 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | COM | 228227104 | 27,075 | 313,000 | SH | SOLE | 313,000 | 0 | 0 | ||
| DSW INC | CL A | 23334L102 | 14,953 | 541,000 | SH | SOLE | 541,000 | 0 | 0 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 201 | 2,279 | SH | SOLE | 2,279 | 0 | 0 | ||
| ENTERGY CORP NEW | COM | 29364G103 | 272 | 3,434 | SH | SOLE | 3,434 | 0 | 0 | ||
| FITBIT INC | CL A | 33812L102 | 1,892 | 124,900 | SH | Put | SOLE | 124,900 | 0 | 0 | |
| HARLEY DAVIDSON INC | COM | 412822108 | 34,588 | 673,828 | SH | SOLE | 673,828 | 0 | 0 | ||
| INTERVAL LEISURE GROUP INC | COM | 46113M108 | 20,110 | 1,392,651 | SH | SOLE | 1,392,651 | 0 | 0 | ||
| JP MORGAN CHASE & CO | COM | 46625H100 | 17,055 | 288,000 | SH | SOLE | 288,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | LILAC SHS CL C | G5480U153 | 14,247 | 376,108 | SH | SOLE | 376,108 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 29,935 | 797,000 | SH | SOLE | 797,000 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 17,987 | 157,300 | SH | SOLE | 157,300 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 261 | 1,177 | SH | SOLE | 1,177 | 0 | 0 | ||
| MATTRESS FIRM HLDG CORP | COM | 57722W106 | 30,394 | 717,000 | SH | SOLE | 717,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 19,971 | 361,600 | SH | SOLE | 361,600 | 0 | 0 | ||
| REYNOLDS AMERICAN INC | COM | 761713106 | 261 | 5,184 | SH | SOLE | 5,184 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 33,764 | 411,000 | SH | SOLE | 411,000 | 0 | 0 | ||
| SPRINT CORP | COM SER 1 | 85207U105 | 25,158 | 7,229,415 | SH | SOLE | 7,229,415 | 0 | 0 | ||
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 22,164 | 791,000 | SH | SOLE | 791,000 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 29,426 | 400,466 | SH | SOLE | 400,466 | 0 | 0 | ||