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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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
ALPHABET INC CAP STK CL C 02079K107 52,799 45,000 SH   SOLE   45,000 0 0
BOOKING HLDGS INC COM 09857L108 68,051 39,000 SH   SOLE   39,000 0 0
FACEBOOK INC CL A 30303M102 58,342 350,000 SH   SOLE   350,000 0 0
FASTENAL CO COM 311900104 41,802 650,000 SH   SOLE   650,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 19,793 175,000 SH   SOLE   175,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 54,510 2,075,000 SH   SOLE   2,075,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 46,087 455,000 SH   SOLE   455,000 0 0
LKQ CORP COM 501889208 83,437 2,940,000 SH   SOLE   2,940,000 0 0
OWENS CORNING NEW COM 690742101 49,476 1,050,005 SH   SOLE   1,050,005 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 71,901 1,681,500 SH   SOLE   1,681,500 0 0
TRACTOR SUPPLY CO COM 892356106 33,238 340,000 SH   SOLE   340,000 0 0
UNION PACIFIC CORP COM 907818108 57,684 345,000 SH   SOLE   345,000 0 0
UNIVAR INC COM 91336L107 27,700 1,250,000 SH   SOLE   1,250,000 0 0
VISA INC COM CL A 92826C839 57,009 365,000 SH   SOLE   365,000 0 0
WABTEC CORP COM 929740108 73,720 1,000,000 SH   SOLE   1,000,000 0 0
WORLDPAY INC CL A 981558109 2,270 20,000 SH Call SOLE   20,000 0 0
WORLDPAY INC CL A 981558109 58,453 515,000 SH   SOLE   515,000 0 0