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 7,715 9,736 SH   SOLE   9,736 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 6,421 60,899 SH   SOLE   60,899 0 0
AUTOZONE INC COM 053332102 1,082 1,370 SH   SOLE   1,370 0 0
B/E AEROSPACE INC COM 073302101 301 5,000 SH   SOLE   5,000 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 1,890 217,000 SH   SOLE   217,000 0 0
CABELAS INC COM 126804301 1,358 23,200 SH   SOLE   23,200 0 0
CALLON PETE CO DEL COM 13123X102 3,305 215,000 SH   SOLE   215,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 5,400 18,756 SH   SOLE   18,756 0 0
CONSTELLATION BRANDS INC CL A 21036P108 9,366 61,091 SH   SOLE   61,091 0 0
DOLLAR TREE INC COM 256746108 5,749 74,485 SH   SOLE   74,485 0 0
EQT CORP COM 26884L109 2,780 42,500 SH   SOLE   42,500 0 0
F M C CORP COM NEW 302491303 1,697 30,000 SH   SOLE   30,000 0 0
FACEBOOK INC CL A 30303M102 1,371 11,913 SH   SOLE   11,913 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 3,779 320,500 SH   SOLE   320,500 0 0
FMC TECHNOLOGIES INC COM 30249U101 1,208 34,000 SH   SOLE   34,000 0 0
GOPRO INC CL A 38268T103 372 42,672 SH   SOLE   42,672 0 0
GRACE W R & CO DEL NEW COM 38388F108 1,671 24,700 SH   SOLE   24,700 0 0
HEICO CORP NEW CL A 422806208 2,361 34,775 SH   SOLE   34,775 0 0
INTERSIL CORP CL A 46069S109 223 10,000 SH   SOLE   10,000 0 0
KRAFT HEINZ CO COM 500754106 6,141 70,332 SH   SOLE   70,332 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 3,335 90,443 SH   SOLE   90,443 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 2,324 67,317 SH   SOLE   67,317 0 0
MEDIA GEN INC NEW COM 58441K100 409 21,700 SH   SOLE   21,700 0 0
MENTOR GRAPHICS CORP COM 587200106 369 10,000 SH   SOLE   10,000 0 0
MONSANTO CO NEW COM 61166W101 4,463 42,421 SH   SOLE   42,421 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 5,645 79,250 SH   SOLE   79,250 0 0
PATTERSON UTI ENERGY INC COM 703481101 1,851 68,750 SH   SOLE   68,750 0 0
PPG INDS INC COM 693506107 1,848 19,500 SH   SOLE   19,500 0 0
PRAXAIR INC COM 74005P104 6,648 56,725 SH   SOLE   56,725 0 0
RITE AID CORP COM 767754104 1,360 165,000 SH   SOLE   165,000 0 0
SEARS HLDGS CORP COM 812350106 298 32,095 SH   SOLE   32,095 0 0
SHERWIN WILLIAMS CO COM 824348106 2,530 9,416 SH   SOLE   9,416 0 0
ST JUDE MED INC COM 790849103 962 12,000 SH   SOLE   12,000 0 0
STARBUCKS CORP COM 855244109 1,606 28,923 SH   SOLE   28,923 0 0
SUMMIT MATLS INC CL A 86614U100 1,082 45,502 SH   SOLE   45,502 0 0
VISA INC COM CL A 92826C839 10,125 129,780 SH   SOLE   129,780 0 0
VULCAN MATLS CO COM 929160109 683 5,454 SH   SOLE   5,454 0 0
WCI CMNTYS INC COM PAR $0.01 92923C807 704 30,000 SH   SOLE   30,000 0 0
WHITEWAVE FOODS CO COM 966244105 556 10,000 SH   SOLE   10,000 0 0