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 |
| ADEPTUS HEALTH INC | CL A | 006855100 | 6,815 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| AERCAP HOLDINGS NV | SHS | N00985106 | 136,429 | 3,161,000 | SH | SOLE | 3,161,000 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 74,293 | 571,000 | SH | SOLE | 571,000 | 0 | 0 | ||
| AMBARELLA INC | SHS | G037AX101 | 12,820 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 83,752 | 577,000 | SH | SOLE | 577,000 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 75,003 | 1,580,000 | SH | SOLE | 1,580,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 136,648 | 746,300 | SH | SOLE | 746,300 | 0 | 0 | ||
| FITBIT INC | CL A | 33812L102 | 29,590 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 127,779 | 894,000 | SH | SOLE | 894,000 | 0 | 0 | ||
| MCGRAW HILL FINL INC | COM | 580645109 | 31,546 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 31,096 | 859,000 | SH | SOLE | 859,000 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 107,518 | 2,740,000 | SH | SOLE | 2,740,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 124,674 | 2,490,000 | SH | SOLE | 2,490,000 | 0 | 0 | ||
| TELADOC INC | COM | 87918A105 | 14,302 | 796,335 | SH | SOLE | 796,335 | 0 | 0 | ||
| TOWERS WATSON & CO | CL A | 891894107 | 201,438 | 1,568,100 | SH | SOLE | 1,568,100 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 79,364 | 347,400 | SH | SOLE | 347,400 | 0 | 0 | ||
| UNIVERSAL INS HLDGS INC | COM | 91359V107 | 16,388 | 707,000 | SH | SOLE | 707,000 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 94,545 | 930,100 | SH | SOLE | 930,100 | 0 | 0 | ||
| VIACOM INC NEW | CL B | 92553P201 | 76,352 | 1,855,000 | SH | Put | SOLE | 1,855,000 | 0 | 0 | |
| WAYFAIR INC | CL A | 94419L101 | 19,524 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||