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 |
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | 9,643 | 440,316 | SH | SOLE | 440,316 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 21,430 | 158,400 | SH | SOLE | 158,400 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 13,480 | 15,900 | SH | SOLE | 15,900 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 8,333 | 9,400 | SH | SOLE | 9,400 | 0 | 0 | ||
| AMTRUST FINL SVCS INC | COM | 032359309 | 7,203 | 390,200 | SH | Call | SOLE | 390,200 | 0 | 0 | |
| C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 | 4,954 | 64,100 | SH | Call | SOLE | 64,100 | 0 | 0 | |
| CHEESECAKE FACTORY INC | COM | 163072101 | 2,009 | 31,700 | SH | Call | SOLE | 31,700 | 0 | 0 | |
| CHUBB LIMITED | COM | H1467J104 | 17,154 | 125,900 | SH | SOLE | 125,900 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 40,221 | 1,070,000 | SH | SOLE | 1,070,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 20,861 | 128,719 | SH | SOLE | 128,719 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 49,892 | 440,000 | SH | Call | SOLE | 440,000 | 0 | 0 | |
| DISNEY WALT CO | COM DISNEY | 254687106 | 17,553 | 154,800 | SH | SOLE | 154,800 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 4,374 | 130,300 | SH | Call | SOLE | 130,300 | 0 | 0 | |
| EXPEDIA INC DEL | COM NEW | 30212P303 | 23,783 | 188,500 | SH | SOLE | 188,500 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 2,023 | 34,600 | SH | Call | SOLE | 34,600 | 0 | 0 | |
| ILG INC | COM | 44967H101 | 18,036 | 860,500 | SH | SOLE | 860,500 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 13,052 | 382,190 | SH | SOLE | 382,190 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER A FRMLA | 531229870 | 14,602 | 446,545 | SH | SOLE | 446,545 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 35,299 | 633,274 | SH | SOLE | 633,274 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 20,615 | 473,043 | SH | SOLE | 473,043 | 0 | 0 | ||
| STERICYCLE INC | COM | 858912108 | 3,266 | 39,400 | SH | Call | SOLE | 39,400 | 0 | 0 | |