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
ALPHABET INC CAP STK CL A 02079K305 5,214 6,485 SH   SOLE   6,485 0 0
ALPHABET INC CAP STK CL C 02079K107 6,709 8,631 SH   SOLE   8,631 0 0
AMAZON COM INC COM 023135106 2,900 3,464 SH   SOLE   3,464 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 17,009 129,435 SH   SOLE   129,435 0 0
AUTOZONE INC COM 053332102 2,225 2,896 SH   SOLE   2,896 0 0
BAKER HUGHES INC COM 057224107 3,305 65,475 SH   SOLE   65,475 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 1,968 217,000 SH   SOLE   217,000 0 0
CARMIKE CINEMAS INC COM 143436400 964 29,500 SH   SOLE   29,500 0 0
CEPHEID COM 15670R107 263 5,000 SH   SOLE   5,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,975 7,316 SH   SOLE   7,316 0 0
CONSTELLATION BRANDS INC CL A 21036P108 5,545 33,303 SH   SOLE   33,303 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 2,367 49,509 SH   SOLE   49,509 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 1,998 74,212 SH   SOLE   74,212 0 0
DOLLAR TREE INC COM 256746108 7,842 99,351 SH   SOLE   99,351 0 0
EOG RES INC COM 26875P101 2,814 29,100 SH   SOLE   29,100 0 0
FACEBOOK INC CL A 30303M102 1,388 10,821 SH   SOLE   10,821 0 0
FMC TECHNOLOGIES INC COM 30249U101 2,730 92,000 SH   SOLE   92,000 0 0
GOPRO INC CL A 38268T103 2,648 158,750 SH   SOLE   158,750 0 0
HOME DEPOT INC COM 437076102 1,480 11,500 SH   SOLE   11,500 0 0
INGRAM MICRO INC CL A 457153104 1,319 37,000 SH   SOLE   37,000 0 0
INTERSIL CORP CL A 46069S109 219 10,000 SH   SOLE   10,000 0 0
ITC HLDGS CORP COM 465685105 1,734 37,300 SH   SOLE   37,300 0 0
JPMORGAN CHASE & CO COM 46625H100 543 8,150 SH   SOLE   8,150 0 0
KRAFT HEINZ CO COM 500754106 10,068 112,484 SH   SOLE   112,484 0 0
LEXMARK INTL INC CL A 529771107 400 10,000 SH   SOLE   10,000 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 223 3,182 SH   SOLE   3,182 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 9,403 235,843 SH   SOLE   235,843 0 0
LIBERTY MEDIA CORP DELAWARE COM A MEDIA GRP 531229870 6,543 228,389 SH   SOLE   228,389 0 0
LINKEDIN CORP COM CL A 53578A108 4,702 24,600 SH   SOLE   24,600 0 0
MEDIA GEN INC NEW COM 58441K100 400 21,700 SH   SOLE   21,700 0 0
MONSANTO CO NEW COM 61166W101 4,008 39,221 SH   SOLE   39,221 0 0
MRC GLOBAL INC COM 55345K103 1,057 64,350 SH   SOLE   64,350 0 0
NEWELL BRANDS INC COM 651229106 2,833 53,796 SH   SOLE   53,796 0 0
NEWS CORP NEW CL A 65249B109 3,001 211,045 SH   SOLE   211,045 0 0
NIKE INC CL B 654106103 1,089 20,688 SH   SOLE   20,688 0 0
OLIN CORP COM PAR $1 680665205 726 35,400 SH   SOLE   35,400 0 0
PARSLEY ENERGY INC CL A 701877102 2,356 70,300 SH   SOLE   70,300 0 0
PRAXAIR INC COM 74005P104 3,262 27,000 SH   SOLE   27,000 0 0
PRIVATEBANCORP INC COM 742962103 1,837 40,000 SH   SOLE   40,000 0 0
RICE ENERGY INC COM 762760106 3,948 151,211 SH   SOLE   151,211 0 0
RITE AID CORP COM 767754104 1,038 135,000 SH   SOLE   135,000 0 0
SHERWIN WILLIAMS CO COM 824348106 2,525 9,125 SH   SOLE   9,125 0 0
ST JUDE MED INC COM 790849103 957 12,000 SH   SOLE   12,000 0 0
STARBUCKS CORP COM 855244109 2,522 46,585 SH   SOLE   46,585 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 395 16,300 SH   SOLE   16,300 0 0
UNDER ARMOUR INC CL C 904311206 6,001 177,230 SH   SOLE   177,230 0 0
VALVOLINE INC COM 92047W101 1,867 79,500 SH   SOLE   79,500 0 0
VIRGIN AMER INC COM VTG 92765X208 792 14,800 SH   SOLE   14,800 0 0
VISA INC COM CL A 92826C839 7,094 85,781 SH   SOLE   85,781 0 0
WESTAR ENERGY INC COM 95709T100 985 17,362 SH   SOLE   17,362 0 0
YAHOO INC COM 984332106 2,011 46,652 SH   SOLE   46,652 0 0