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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 1,111 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 4,640 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 6,491 | 27,166 | SH | SOLE | 27,166 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 16,657 | 112,778 | SH | SOLE | 112,778 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 6,165 | 3,141 | SH | SOLE | 3,141 | 0 | 0 | ||
| CYRUSONE INC | COM | 23283R100 | 20,520 | 259,421 | SH | SOLE | 259,421 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 9,886 | 149,833 | SH | SOLE | 149,833 | 0 | 0 | ||
| HD SUPPLY HLDGS INC | COM | 40416M105 | 25,506 | 651,077 | SH | SOLE | 651,077 | 0 | 0 | ||
| JONES LANG LASALLE INC | COM | 48020Q107 | 14,114 | 101,495 | SH | SOLE | 101,495 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 11,496 | 86,433 | SH | SOLE | 86,433 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 17,248 | 74,633 | SH | SOLE | 74,633 | 0 | 0 | ||
| PLAYA HOTELS & RESORTS NV | SHS | N70544106 | 28,592 | 3,651,615 | SH | SOLE | 3,651,615 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 6,197 | 123,799 | SH | SOLE | 123,799 | 0 | 0 | ||
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 14,814 | 286,322 | SH | SOLE | 286,322 | 0 | 0 | ||