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 17,563 124,172 SH   SOLE   124,172 0 0
AMAZON COM INC COM 023135106 697 720 SH   SOLE   720 0 0
BURLINGTON STORES INC COM 122017106 187 2,028 SH   SOLE   2,028 0 0
CABLE ONE INC COM 12685J105 31,285 44,008 SH   SOLE   44,008 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 19,787 58,740 SH   SOLE   58,740 0 0
FORTIVE CORP COM 34959J108 1,937 30,577 SH   SOLE   30,577 0 0
IAC INTERACTIVECORP COM 44919P508 23,243 225,134 SH   SOLE   225,134 0 0
JELD-WEN HLDG INC COM 47580P103 15,003 462,191 SH   SOLE   462,191 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 21,465 109,017 SH   SOLE   109,017 0 0
MARRIOTT INTL INC NEW CL A 571903202 15,331 152,839 SH   SOLE   152,839 0 0
MARTIN MARIETTA MATLS INC COM 573284106 8,281 37,205 SH   SOLE   37,205 0 0
PTC INC COM 69370C100 2,266 41,104 SH   SOLE   41,104 0 0
PAYPAL HLDGS INC COM 70450Y103 15,881 295,900 SH   SOLE   295,900 0 0
POOL CORPORATION COM 73278L105 15,040 127,922 SH   SOLE   127,922 0 0
PRICELINE GRP INC COM NEW 741503403 18,892 10,100 SH   SOLE   10,100 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 28,327 316,500 SH   SOLE   316,500 0 0
SOTHEBYS COM 835898107 22,135 412,426 SH   SOLE   412,426 0 0
T MOBILE US INC COM 872590104 23,406 386,107 SH   SOLE   386,107 0 0
VAIL RESORTS INC COM 91879Q109 23,671 116,702 SH   SOLE   116,702 0 0
WENDYS CO COM 95058W100 13,681 882,100 SH   SOLE   882,100 0 0
XPO LOGISTICS INC COM 983793100 23,409 362,200 SH   SOLE   362,200 0 0
ZYNGA INC CL A 98986T108 20,314 5,580,800 SH   SOLE   5,580,800 0 0
ARDAGH GROUP S A CL A L0223L101 5,935 262,491 SH   SOLE   262,491 0 0
FERRARI N V COM N3167Y103 16,039 186,462 SH   SOLE   186,462 0 0
FACEBOOK INC CL A 30303M102 25,309 167,631 SH   SOLE   167,631 0 0
ALPHABET INC CAP STK CL C 02079K107 4,187 4,608 SH   SOLE   4,608 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 29,601 478,586 SH   SOLE   478,586 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 21,570 615,750 SH   SOLE   615,750 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 20,207 386,442 SH   SOLE   386,442 0 0
INTERXION HOLDING N.V SHS N47279109 23,130 505,238 SH   SOLE   505,238 0 0
UNIVAR INC COM 91336L107 26,679 913,661 SH   SOLE   913,661 0 0
CSX CORP COM 126408103 24,099 441,698 SH   SOLE   441,698 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 32,930 448,757 SH   SOLE   448,757 0 0