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 |
| AMERCO | COM | 023586100 | 1,894 | 5,300 | SH | SOLE | 5,300 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 2,628 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 3,110 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| CABLE ONE INC | COM | 12685J105 | 6,863 | 15,700 | SH | SOLE | 15,700 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 4,109 | 20,300 | SH | SOLE | 20,300 | 0 | 0 | ||
| CITIZENS FINL GROUP INC | COM | 174610105 | 11,334 | 541,000 | SH | SOLE | 541,000 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 6,686 | 164,000 | SH | SOLE | 164,000 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 4,626 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 8,407 | 248,000 | SH | SOLE | 248,000 | 0 | 0 | ||
| FOREST CITY ENTERPRISES INC | CL A | 345550107 | 9,596 | 455,000 | SH | SOLE | 455,000 | 0 | 0 | ||
| HRG GROUP INC | COM | 40434J100 | 6,826 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 11,193 | 47,600 | SH | SOLE | 47,600 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 2,200 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 9,981 | 148,000 | SH | SOLE | 148,000 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 14,240 | 85,600 | SH | SOLE | 85,600 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 6,186 | 112,000 | SH | SOLE | 112,000 | 0 | 0 | ||
| MSG NETWORK INC | CL A | 553573106 | 2,300 | 133,000 | SH | SOLE | 133,000 | 0 | 0 | ||
| SABRE CORP | COM | 78573M104 | 17,063 | 590,000 | SH | SOLE | 590,000 | 0 | 0 | ||
| SERVICE CORP INTL | COM | 817565104 | 1,666 | 67,500 | SH | SOLE | 67,500 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 2,277 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 5,136 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 6,128 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 2,788 | 74,000 | SH | SOLE | 74,000 | 0 | 0 | ||
| ZOETIS INC | CL A | 98978V103 | 6,384 | 144,000 | SH | SOLE | 144,000 | 0 | 0 | ||