BANK AMER CORP COM 060505104 59040 2000000 SH SOLE 2000000 0 0 COMMVAULT SYSTEMS INC COM 204166102 2100 40000 SH SOLE 40000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 59428 260000 SH SOLE 260000 0 0 DIEBOLD NXDF INC COM 253651103 29430 1800000 SH SOLE 1800000 0 0 FACEBOOK INC CL A 30303M102 61761 350000 SH SOLE 350000 0 0 HUNT J B TRANS SVCS INC COM 445658107 54616 475000 SH SOLE 475000 0 0 LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 52503 2150000 SH SOLE 2150000 0 0 LKQ CORP COM 501889208 70156 1725000 SH SOLE 1725000 0 0 PRICELINE GRP INC COM NEW 741503403 15475 8905 SH SOLE 8905 0 0 SCHWAB CHARLES CORP NEW COM 808513105 20548 400000 SH SOLE 400000 0 0 TEMPUR SEALY INTL INC COM 88023U101 9404 150000 SH SOLE 150000 0 0 TRACTOR SUPPLY CO COM 892356106 74750 1000000 SH SOLE 1000000 0 0 VISA INC COM CL A 92826C839 29007 254400 SH SOLE 254400 0 0 WABTEC CORP COM 929740108 54965 675000 SH SOLE 675000 0 0 WELLS FARGO CO NEW COM 949746101 51570 850000 SH SOLE 850000 0 0