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
ADOBE SYS INC COM 00724F101 20,908 160,672 SH   SOLE   160,672 0 0
AMAZON COM INC COM 023135106 23,245 26,220 SH   SOLE   26,220 0 0
ARCONIC INC COM 03965L100 8,530 323,858 SH   SOLE   323,858 0 0
BANK AMER CORP COM 060505104 17,101 724,934 SH   SOLE   724,934 0 0
BURLINGTON STORES INC COM 122017106 7,294 74,967 SH   SOLE   74,967 0 0
CBS CORP NEW CL B 124857202 12,493 180,120 SH   SOLE   180,120 0 0
CABLE ONE INC COM 12685J105 36,926 59,131 SH   SOLE   59,131 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 40,404 123,440 SH   SOLE   123,440 0 0
COMPUTER SCIENCES CORP COM 205363104 2,121 30,736 SH   SOLE   30,736 0 0
COTIVITI HLDGS INC COM 22164K101 14,724 353,677 SH   SOLE   353,677 0 0
DANAHER CORP DEL COM 235851102 20,831 243,550 SH   SOLE   243,550 0 0
FORTIVE CORP COM 34959J108 26,538 440,677 SH   SOLE   440,677 0 0
JPMORGAN CHASE & CO COM 46625H100 15,496 176,413 SH   SOLE   176,413 0 0
JELD-WEN HLDG INC COM 47580P103 22,057 671,437 SH   SOLE   671,437 0 0
KENNAMETAL INC COM 489170100 6,255 159,449 SH   SOLE   159,449 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 14,842 74,319 SH   SOLE   74,319 0 0
MARTIN MARIETTA MATLS INC COM 573284106 16,606 76,085 SH   SOLE   76,085 0 0
NETEASE INC SPONSORED ADR 64110W102 4,260 15,000 SH   SOLE   15,000 0 0
PTC INC COM 69370C100 15,653 297,868 SH   SOLE   297,868 0 0
PARSLEY ENERGY INC CL A 701877102 4,598 141,447 SH   SOLE   141,447 0 0
POOL CORPORATION COM 73278L105 27,356 229,245 SH   SOLE   229,245 0 0
PRICELINE GRP INC COM NEW 741503403 178 100 SH   SOLE   100 0 0
RSP PERMIAN INC COM 74978Q105 10,194 246,042 SH   SOLE   246,042 0 0
SOTHEBYS COM 835898107 22,840 502,207 SH   SOLE   502,207 0 0
T MOBILE US INC COM 872590104 44,619 690,807 SH   SOLE   690,807 0 0
VAIL RESORTS INC COM 91879Q109 26,946 140,415 SH   SOLE   140,415 0 0
VANTIV INC CL A 92210H105 15,463 241,154 SH   SOLE   241,154 0 0
ARDAGH GROUP S A CL A L0223L101 19,036 866,828 SH   SOLE   866,828 0 0
FERRARI N V COM N3167Y103 8,088 108,762 SH   SOLE   108,762 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 3,616 330,859 SH   SOLE   330,859 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 44,919 757,865 SH   SOLE   757,865 0 0
ALPHABET INC CAP STK CL C 02079K107 8,385 10,108 SH   SOLE   10,108 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 22,677 693,491 SH   SOLE   693,491 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 32,135 549,686 SH   SOLE   549,686 0 0
FACEBOOK INC CL A 30303M102 31,128 219,131 SH   SOLE   219,131 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 17,233 387,442 SH   SOLE   387,442 0 0
DIAMONDBACK ENERGY INC COM 25278X109 7,435 71,691 SH   SOLE   71,691 0 0
CSX CORP COM 126408103 32,222 692,198 SH   SOLE   692,198 0 0
INTERXION HOLDING N.V SHS N47279109 17,517 442,786 SH   SOLE   442,786 0 0
UNIVAR INC COM 91336L107 57,772 1,884,266 SH   SOLE   1,884,266 0 0