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
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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