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
ALLERGAN PLC SHS G0177J108 102,487 700,000 SH   SOLE   700,000 0 0
ALPHABET INC CAP STK CL C 02079K107 199,463 170,000 SH   SOLE   170,000 0 0
ALTICE USA INC CL A 02156K103 85,920 4,000,000 SH   SOLE   4,000,000 0 0
AMERICOLD RLTY TR COM 03064D108 228,825 7,500,000 SH   SOLE   7,500,000 0 0
APTIV PLC SHS G6095L109 149,044 1,875,000 SH   SOLE   1,875,000 0 0
BOEING CO COM 097023105 209,781 550,000 SH   SOLE   550,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 191,900 5,000,000 SH   SOLE   5,000,000 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 81,124 850,000 SH   SOLE   850,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 173,455 500,000 SH   SOLE   500,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 100,815 575,000 SH   SOLE   575,000 0 0
D R HORTON INC COM 23331A109 76,553 1,850,000 SH   SOLE   1,850,000 0 0
DANAHER CORPORATION COM 235851102 158,424 1,200,000 SH   SOLE   1,200,000 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 74,288 1,600,000 SH   SOLE   1,600,000 0 0
EQUIFAX INC COM 294429105 100,725 850,000 SH   SOLE   850,000 0 0
FACEBOOK INC CL A 30303M102 159,189 955,000 SH   SOLE   955,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 242,998 9,250,000 SH   SOLE   9,250,000 0 0
FISERV INC COM 337738108 88,280 1,000,000 SH   SOLE   1,000,000 0 0
FOX CORP CL A COM 35137L105 168,866 4,600,000 SH   SOLE   4,600,000 0 0
GCI LIBERTY INC COM CLASS A 36164V305 20,854 375,000 SH   SOLE   375,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 137,052 1,800,000 SH   SOLE   1,800,000 0 0
LAS VEGAS SANDS CORP COM 517834107 76,200 1,250,000 SH   SOLE   1,250,000 0 0
LENNAR CORP CL A 526057104 49,090 1,000,000 SH   SOLE   1,000,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 29,357 320,000 SH   SOLE   320,000 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 39,211 1,027,000 SH   SOLE   1,027,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 49,062 1,283,000 SH   SOLE   1,283,000 0 0
LYFT INC CL A COM 55087P104 165,237 2,321,758 SH   SOLE   2,321,758 0 0
MERCK & CO INC COM 58933Y105 207,925 2,500,000 SH   SOLE   2,500,000 0 0
NOVARTIS A G SPONSORED ADR 66987V109 57,684 600,000 SH   SOLE   600,000 0 0
QIAGEN NV SHS NEW N72482123 40,680 1,000,000 SH   SOLE   1,000,000 0 0
SAGE THERAPEUTICS INC COM 78667J108 35,786 225,000 SH   SOLE   225,000 0 0
SAREPTA THERAPEUTICS INC COM 803607100 44,517 373,500 SH   SOLE   373,500 0 0
SEA LTD SPONSORED ADS 81141R100 36,926 1,570,000 SH   SOLE   1,570,000 0 0
SHERWIN WILLIAMS CO COM 824348106 103,370 240,000 SH   SOLE   240,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 102,540 363,000 SH   SOLE   363,000 0 0
UNION PACIFIC CORP COM 907818108 158,840 950,000 SH   SOLE   950,000 0 0
VISA INC COM CL A 92826C839 183,523 1,175,000 SH   SOLE   1,175,000 0 0
WILLIAMS COS INC DEL COM 969457100 143,600 5,000,000 SH   SOLE   5,000,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 161,937 5,698,000 SH   SOLE   5,698,000 0 0