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 | 6,924 | 43,186 | SH | SOLE | 43,186 | 0 | 0 | ||
| ALBANY MOLECULAR RESH INC | COM | 012423109 | 19,559 | 1,279,222 | SH | SOLE | 1,279,222 | 0 | 0 | ||
| BERRY PLASTICS GROUP INC | COM | 08579W103 | 16,629 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
| BLACKBAUD INC | COM | 09227Q100 | 5,439 | 86,485 | SH | SOLE | 86,485 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 72,876 | 471,690 | SH | SOLE | 471,690 | 0 | 0 | ||
| CABLE ONE INC | COM | 12685J105 | 15,474 | 35,400 | SH | SOLE | 35,400 | 0 | 0 | ||
| CITRIX SYS INC | COM | 177376100 | 2,373 | 30,200 | SH | SOLE | 30,200 | 0 | 0 | ||
| ENDO INTL PLC | SHS | G30401106 | 22,815 | 810,472 | SH | SOLE | 810,472 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 27,214 | 653,556 | SH | SOLE | 653,556 | 0 | 0 | ||
| INC RESH HLDGS INC | CL A | 45329R109 | 22,015 | 534,210 | SH | SOLE | 534,210 | 0 | 0 | ||
| INSULET CORP | COM | 45784P101 | 12,890 | 388,725 | SH | SOLE | 388,725 | 0 | 0 | ||
| LIVANOVA PLC | SHS | G5509L101 | 45,437 | 841,984 | SH | SOLE | 841,984 | 0 | 0 | ||
| ORANGE | SPONSORED ADR | 684060106 | 472 | 27,175 | SH | SOLE | 27,175 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 27,955 | 724,218 | SH | SOLE | 724,218 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 76,954 | 1,981,811 | SH | SOLE | 1,981,811 | 0 | 0 | ||
| SALLY BEAUTY HLDGS INC | COM | 79546E104 | 12,296 | 379,730 | SH | SOLE | 379,730 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 72,730 | 1,514,902 | SH | SOLE | 1,514,902 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 28,577 | 630,000 | SH | SOLE | 630,000 | 0 | 0 | ||
| TELECOM ITALIA S P A NEW | SPON ADR ORD | 87927Y102 | 33 | 3,041 | SH | SOLE | 3,041 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 8,795 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 92,657 | 780,859 | SH | SOLE | 780,859 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 77,834 | 3,210,960 | SH | SOLE | 3,210,960 | 0 | 0 | ||