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
Estimated average burden
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
CBRE GROUP INC CL A 12504L109 10,741 308,726 SH   SOLE   308,726 0 0
PARK HOTELS RESORTS INC COM 700517105 5,601 218,200 SH   SOLE   218,200 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 25,198 2,399,803 SH   SOLE   2,399,803 0 0
PRICELINE GRP INC COM NEW 741503403 4,359 2,449 SH   SOLE   2,449 0 0
REALOGY HLDGS CORP COM 75605Y106 3,488 117,081 SH   SOLE   117,081 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 4,166 95,389 SH   SOLE   95,389 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 96,653 410,000 SH Put SOLE   410,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 45,414 1,380,362 SH   SOLE   1,380,362 0 0
ZOETIS INC CL A 98978V103 40,772 763,948 SH   SOLE   763,948 0 0