The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
ALPHABET INC | CAP STK CL C | 02079K107 | 39,048 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
CULLEN FROST BANKERS INC | COM | 229899109 | 54,120 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
DIEBOLD NXDF INC | COM | 253651103 | 14,340 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 78,700 | 405,000 | SH | SOLE | 405,000 | 0 | 0 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 66,853 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
LKQ CORP | COM | 501889208 | 70,180 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 48,211 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
QURATE RETAIL INC | COM SER A | 74915M100 | 48,276 | 2,275,000 | SH | SOLE | 2,275,000 | 0 | 0 | ||
SCHWAB CHARLES CORP NEW | COM | 808513105 | 56,210 | 1,100,000 | SH | Call | SOLE | 1,100,000 | 0 | 0 | |
SCHWAB CHARLES CORP NEW | COM | 808513105 | 71,540 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 76,490 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 12,043 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
UNIVAR INC | COM | 91336L107 | 1,690 | 64,422 | SH | SOLE | 64,422 | 0 | 0 | ||
WABTEC CORP | COM | 929740108 | 76,400 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 16,632 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
WORLDPAY INC | CL A | 981558109 | 1,636 | 20,000 | SH | Call | SOLE | 20,000 | 0 | 0 | |
WORLDPAY INC | CL A | 981558109 | 87,914 | 1,075,000 | SH | SOLE | 1,075,000 | 0 | 0 |