The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | 13,196 | 619,544 | SH | SOLE | 619,544 | 0 | 0 | ||
| AMAYA INC | COM | 02314M108 | 17,781 | 1,328,914 | SH | SOLE | 1,328,914 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 9,480 | 286,220 | SH | SOLE | 286,220 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 4,887 | 25,600 | SH | SOLE | 25,600 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 20,468 | 1,816,173 | SH | SOLE | 1,816,173 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 3,170 | 93,695 | SH | SOLE | 93,695 | 0 | 0 | ||
| CONSTELLIUM NV | CL A | N22035104 | 10,256 | 1,976,108 | SH | SOLE | 1,976,108 | 0 | 0 | ||
| ELLIE MAE INC | COM | 28849P100 | 9,341 | 103,051 | SH | SOLE | 103,051 | 0 | 0 | ||
| ELLIE MAE INC | COM | 28849P100 | 508 | 5,600 | SH | Call | SOLE | 5,600 | 0 | 0 | |
| EQUITY COMWLTH | COM SH BEN INT | 294628102 | 9,591 | 339,848 | SH | SOLE | 339,848 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 6,709 | 58,800 | SH | SOLE | 58,800 | 0 | 0 | ||
| FAIR ISAAC CORP | COM | 303250104 | 14,073 | 132,647 | SH | SOLE | 132,647 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 10,059 | 563,211 | SH | SOLE | 563,211 | 0 | 0 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 1,998 | 30,500 | SH | SOLE | 30,500 | 0 | 0 | ||
| PULTE GROUP INC | COM | 745867101 | 2,743 | 146,600 | SH | SOLE | 146,600 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 16,271 | 450,597 | SH | SOLE | 450,597 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 1,264 | 35,000 | SH | Call | SOLE | 35,000 | 0 | 0 | |
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 4,049 | 144,520 | SH | SOLE | 144,520 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 7,542 | 154,129 | SH | SOLE | 154,129 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 6,625 | 86,220 | SH | SOLE | 86,220 | 0 | 0 | ||