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
AMAYA INC COM 02314M108 28,824 1,695,514 SH   SOLE   1,695,514 0 0
ANTHEM INC COM 036752103 6,235 37,700 SH   SOLE   37,700 0 0
BIO RAD LABS INC CL A 090572207 8,351 41,895 SH   SOLE   41,895 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 25,211 1,691,987 SH   SOLE   1,691,987 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 5,779 97,100 SH   SOLE   97,100 0 0
DEVON ENERGY CORP NEW COM 25179M103 8,134 194,964 SH   SOLE   194,964 0 0
FACEBOOK INC CL A 30303M102 6,941 48,863 SH   SOLE   48,863 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 8,933 152,808 SH   SOLE   152,808 0 0
HOSTESS BRANDS INC CL A 44109J106 18,061 1,138,062 SH   SOLE   1,138,062 0 0
L-3 TECHNOLOGIES INC COM 502413107 6,857 41,482 SH   SOLE   41,482 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 5,595 161,692 SH   SOLE   161,692 0 0
MGP INGREDIENTS INC NEW COM 55303J106 264 4,863 SH   SOLE   4,863 0 0
MICRON TECHNOLOGY INC COM 595112103 4,927 170,500 SH   SOLE   170,500 0 0
RENT A CTR INC NEW COM 76009N100 2,915 328,600 SH Call SOLE   328,600 0 0
SEMGROUP CORP CL A 81663A105 3,545 98,480 SH   SOLE   98,480 0 0
WPX ENERGY INC COM 98212B103 10,309 769,876 SH   SOLE   769,876 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 6,506 267,958 SH   SOLE   267,958 0 0