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
CENTENE CORPORATION CMN COM 15135B101 15,606 194,099 SH   SOLE   194,099 0 0
CHARTER COMMUNICATIONS, INC. CMN COM 16117M305 6,497 37,940 SH   SOLE   37,940 0 0
CONCORDIA HEALTHCARE CORP CMN COM 206519100 8,188 113,500 SH   SOLE   113,500 0 0
WALT DISNEY COMPANY (THE) CMN COM 254687106 41,974 367,741 SH   SOLE   367,741 0 0
DOLLAR TREE INC. CMN COM 256746108 33,468 423,700 SH   SOLE   423,700 0 0
ELECTRONIC ARTS CMN COM 285512109 44,344 666,834 SH   SOLE   666,834 0 0
ENDOCHOICE HOLDINGS, INC. CMN COM 29272U103 1,308 80,000 SH   SOLE   80,000 0 0
ENVISION HEALTHCARE HOLDINGS, *INC. CMN COM 29413U103 2,997 75,900 SH   SOLE   75,900 0 0
HCA HOLDINGS, INC. CMN COM 40412C101 11,594 127,800 SH   SOLE   127,800 0 0
HALLIBURTON COMPANY CMN COM 406216101 20,216 469,384 SH   SOLE   469,384 0 0
HOLOGIC INCORPORATED CMN COM 436440101 26,239 689,400 SH   SOLE   689,400 0 0
IAC/INTERACTIVECORP CMN COM 44919P508 11,689 146,741 SH   SOLE   146,741 0 0
LEVEL 3 COMMUNICATIONS INC CMN COM 52729N308 41,248 783,132 SH   SOLE   783,132 0 0
LIBERTY VENTURES CMN SERIES CLASS A COM 53071M880 55,492 1,413,091 SH   SOLE   1,413,091 0 0
O'REILLY AUTOMOTIVE INC CMN COM 67103H107 36,985 163,665 SH   SOLE   163,665 0 0
RSP PERMIAN INC CMN COM 74978Q105 15,575 554,084 SH   SOLE   554,084 0 0
ROPER TECHNOLOGIES INC CMN COM 776696106 33,406 193,700 SH   SOLE   193,700 0 0
SEALED AIR CORPORATION CMN COM 81211K100 16,740 325,800 SH   SOLE   325,800 0 0
SHIRE LIMITED SPONSORED ADR CMN COM 82481R106 21,341 88,372 SH   SOLE   88,372 0 0
SNAP-ON INC CMN COM 833034101 47,588 298,823 SH   SOLE   298,823 0 0
SPIRIT AEROSYSTEMS HOLDINGS INC CMN COM 848574109 36,000 653,232 SH   SOLE   653,232 0 0
SUMMIT MATERIALS, INC. CMN CLASS A COM 86614U100 510 20,000 SH   SOLE   20,000 0 0
THERMO FISHER SCIENTIFIC INC CMN COM 883556102 9,096 70,100 SH   SOLE   70,100 0 0
TRANSDIGM GROUP INCORPORATED CMN COM 893641100 41,925 186,605 SH   SOLE   186,605 0 0
TRANSUNION CMN COM 89400J107 8,911 355,007 SH   SOLE   355,007 0 0
VALEANT PHARMACEUTICALS INTL CMN COM 91911K102 64,594 290,768 SH   SOLE   290,768 0 0
ZAYO GROUP HOLDINGS, INC. CMN COM 98919V105 10,394 404,129 SH   SOLE   404,129 0 0
ZOETIS INC. CMN CLASS A COM 98978V103 59,095 1,225,535 SH   SOLE   1,225,535 0 0
ALLERGAN PLC CMN COM G0177J108 91,529 301,618 SH   SOLE   301,618 0 0
LIBERTY GLOBAL, PLC CMN CLASS A COM G5480U104 49,199 909,914 SH   SOLE   909,914 0 0
AXALTA COAT SYS COM G0750C108 47,987 1,450,631 SH   SOLE   1,450,631 0 0
DIAMONDBACK ENERGY INC COM STK COM 25278X109 18,878 250,437 SH   SOLE   250,437 0 0
T-MOBILE US INC COM STK COM 872590104 25,076 646,779 SH   SOLE   646,779 0 0
CDK GLOBAL HOLDINGS LLC COM 12508E101 42,354 784,617 SH   SOLE   784,617 0 0
GLOBAL PMTS INC COM STK COM 37940X102 35,473 342,900 SH   SOLE   342,900 0 0
ILLUMINA INC COM STK COM 452327109 18,168 83,200 SH   SOLE   83,200 0 0
MOHAWK INDS INC COM STK COM 608190104 50,659 265,369 SH   SOLE   265,369 0 0
TIME WRNR CBL COM 88732J207 40,997 230,100 SH   SOLE   230,100 0 0
APPLE INC COM STK COM 037833100 44,714 356,502 SH   SOLE   356,502 0 0
SPECTRUM BRANDS HOLDINGS INC COM COM 84763R101 47,833 469,000 SH   SOLE   469,000 0 0
VANTIV INC COM 92210H105 24,060 630,000 SH   SOLE   630,000 0 0
UNDER ARMOUR INC CL A COM STK COM 904311107 3,479 41,700 SH   SOLE   41,700 0 0
HILTON WORLDWIDE HOLDINGS INC COM STK COM 43300A104 33,024 1,198,703 SH   SOLE   1,198,703 0 0
MACQUARIE INFRASTRUCTURE COMPA COM STK COM 55608B105 46,960 568,314 SH   SOLE   568,314 0 0
MCKESSON CORP COM STK COM 58155Q103 17,439 77,574 SH   SOLE   77,574 0 0