The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| BOOKING HLDGS INC | COM | 09857L108 | 5,856 | 3,356 | SH | SOLE | 3,356 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 10,877 | 62,040 | SH | SOLE | 62,040 | 0 | 0 | ||
| CYRUSONE INC | COM | 23283R100 | 4,047 | 77,174 | SH | SOLE | 77,174 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 12,070 | 26,636 | SH | SOLE | 26,636 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 8,258 | 71,201 | SH | SOLE | 71,201 | 0 | 0 | ||
| KLA-TENCOR CORP | COM | 482480100 | 2,374 | 19,885 | SH | SOLE | 19,885 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 28,793 | 160,843 | SH | SOLE | 160,843 | 0 | 0 | ||
| PLAYA HOTELS & RESORTS NV | SHS | N70544106 | 23,563 | 3,088,164 | SH | SOLE | 3,088,164 | 0 | 0 | ||
| SPIRIT AIRLS INC | COM | 848577102 | 931 | 17,604 | SH | SOLE | 17,604 | 0 | 0 | ||
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 13,867 | 277,389 | SH | SOLE | 277,389 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 33,577 | 1,181,464 | SH | SOLE | 1,181,464 | 0 | 0 | ||