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 |
| AXALTA COATING SYS LTD | COM | G0750C108 | 6,792 | 256,000 | SH | SOLE | 256,000 | 0 | 0 | ||
| BALL CORP | COM | 058498106 | 9,029 | 124,900 | SH | SOLE | 124,900 | 0 | 0 | ||
| CABLE ONE INC | COM | 12685J105 | 9,650 | 18,870 | SH | SOLE | 18,870 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 8,670 | 37,921 | SH | SOLE | 37,921 | 0 | 0 | ||
| CITIZENS FINL GROUP INC | COM | 174610105 | 9,854 | 493,200 | SH | SOLE | 493,200 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 4,723 | 96,375 | SH | SOLE | 96,375 | 0 | 0 | ||
| COTIVITI HLDGS INC | COM | 22164K101 | 4,966 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 6,275 | 119,750 | SH | SOLE | 119,750 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 10,860 | 289,600 | SH | SOLE | 289,600 | 0 | 0 | ||
| FOREST CITY RLTY TR INC | COM CL A | 345605109 | 9,190 | 411,925 | SH | SOLE | 411,925 | 0 | 0 | ||
| GREEN PLAINS INC | COM | 393222104 | 4,082 | 207,000 | SH | SOLE | 207,000 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 15,191 | 59,350 | SH | SOLE | 59,350 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 13,438 | 181,475 | SH | SOLE | 181,475 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 14,948 | 86,650 | SH | SOLE | 86,650 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 7,108 | 138,900 | SH | SOLE | 138,900 | 0 | 0 | ||
| MSG NETWORK INC | CL A | 553573106 | 1,308 | 85,250 | SH | SOLE | 85,250 | 0 | 0 | ||
| NEXEO SOLUTIONS INC | COM SHS | 65342H102 | 1,845 | 205,500 | SH | SOLE | 205,500 | 0 | 0 | ||
| SABRE CORP | COM | 78573M104 | 16,420 | 612,900 | SH | SOLE | 612,900 | 0 | 0 | ||
| SERVICE CORP INTL | COM | 817565104 | 5,489 | 203,000 | SH | SOLE | 203,000 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 2,759 | 9,395 | SH | SOLE | 9,395 | 0 | 0 | ||
| SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 6,097 | 51,100 | SH | SOLE | 51,100 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 4,350 | 100,525 | SH | SOLE | 100,525 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 4,702 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| ZOETIS INC | CL A | 98978V103 | 6,211 | 130,875 | SH | SOLE | 130,875 | 0 | 0 | ||