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 |
| ALLERGAN PLC | SHS | G0177J108 | 114,003 | 495,000 | SH | SOLE | 495,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 124,629 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 932,334 | 12,890,000 | SH | SOLE | 12,890,000 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 144,507 | 2,519,305 | SH | SOLE | 2,519,305 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 234,874 | 870,000 | SH | SOLE | 870,000 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | COM CL V | 24703L103 | 112,336 | 2,350,134 | SH | SOLE | 2,350,134 | 0 | 0 | ||
| ENVISION HEALTHCARE HLDGS IN | COM | 29413U103 | 69,037 | 3,100,000 | SH | SOLE | 3,100,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 138,984 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| MICHAELS COS INC | COM | 59408Q106 | 71,722 | 2,967,390 | SH | SOLE | 2,967,390 | 0 | 0 | ||
| TEAM HEALTH HOLDINGS INC | COM | 87817A107 | 83,028 | 2,550,000 | SH | SOLE | 2,550,000 | 0 | 0 | ||