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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 133,723 | 790,700 | SH | SOLE | 790,700 | 0 | 0 | ||
| AERCAP HOLDINGS NV | SHS | N00985106 | 63,206 | 1,519,000 | SH | SOLE | 1,519,000 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 56,665 | 394,000 | SH | SOLE | 394,000 | 0 | 0 | ||
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 73,150 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 121,191 | 3,848,557 | SH | SOLE | 3,848,557 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 55,930 | 937,000 | SH | SOLE | 937,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 194,288 | 674,800 | SH | SOLE | 674,800 | 0 | 0 | ||
| FITBIT INC | CL A | 33812L102 | 9,150 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 99,503 | 703,100 | SH | SOLE | 703,100 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 113,318 | 2,871,000 | SH | SOLE | 2,871,000 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 142,769 | 3,790,000 | SH | SOLE | 3,790,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 152,130 | 2,607,192 | SH | SOLE | 2,607,192 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 41,078 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 147,347 | 1,205,000 | SH | SOLE | 1,205,000 | 0 | 0 | ||