The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ACACIA COMMUNICATIONS INC COM 00401C108 19,366 467,000 SH   SOLE 467,000 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 27,230 551,439 SH   SOLE 551,439 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 109,152 936,200 SH   SOLE 936,200 0 0
AERCAP HOLDINGS NV SHS N00985106 47,219 1,017,000 SH   SOLE 1,017,000 0 0
ALTICE USA INC CL A 02156K103 20,995 650,000 SH   SOLE 650,000 0 0
APPLIED MATLS INC COM 038222105 87,102 2,108,500 SH   SOLE 2,108,500 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 80,500 1,750,000 SH   SOLE 1,750,000 0 0
CDK GLOBAL INC COM 12508E101 58,150 937,000 SH   SOLE 937,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 163,271 484,700 SH   SOLE 484,700 0 0
COMCAST CORP NEW CL A 20030N101 69,978 1,798,000 SH   SOLE 1,798,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 73,240 2,000,000 SH   SOLE 2,000,000 0 0
MICROSOFT CORP COM 594918104 100,459 1,457,400 SH   SOLE 1,457,400 0 0
PAYPAL HLDGS INC COM 70450Y103 90,633 1,688,700 SH   SOLE 1,688,700 0 0
SALESFORCE COM INC COM 79466L302 21,477 248,000 SH   SOLE 248,000 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 139,689 3,564,400 SH   SOLE 3,564,400 0 0
TRANSDIGM GROUP INC COM 893641100 91,954 342,000 SH   SOLE 342,000 0 0
VISA INC COM CL A 92826C839 113,493 1,210,200 SH   SOLE 1,210,200 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 111,204 764,500 SH   SOLE 764,500 0 0