The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
BALL CORP COM 058498106 17,768 245,794 SH   SOLE   245,794 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 29,451 128,811 SH   SOLE   128,811 0 0
COLUMBIA PIPELINE GROUP INC COM 198280109 12,312 483,003 SH   SOLE   483,003 0 0
CONTINENTAL RESOURCES INC COM 212015101 12,570 277,661 SH   SOLE   277,661 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 16,090 1,119,700 SH Call SOLE   1,119,700 0 0
EQUINIX INC COM PAR $0.001 29444U700 16,967 43,759 SH   SOLE   43,759 0 0
FACEBOOK INC CL A 30303M102 16,774 146,783 SH   SOLE   146,783 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 18,431 128,772 SH   SOLE   128,772 0 0
FORTIVE CORP COM 34959J108 4,273 86,742 SH   SOLE   86,742 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 22,001 621,499 SH   SOLE   621,499 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 21,997 85,939 SH   SOLE   85,939 0 0
MOHAWK INDS INC COM 608190104 24,119 127,103 SH   SOLE   127,103 0 0
NEXVET BIOPHARMA PUB LTD CO ORD SHS G6503X109 173 37,301 SH   SOLE   37,301 0 0
NVR INC COM 62944T105 6,534 3,670 SH   SOLE   3,670 0 0
PARSLEY ENERGY INC CL A 701877102 22,112 817,149 SH   SOLE   817,149 0 0
PIONEER NAT RES CO COM 723787107 13,232 87,510 SH   SOLE   87,510 0 0
SHERWIN WILLIAMS CO COM 824348106 28,785 98,019 SH   SOLE   98,019 0 0
TOPBUILD CORP COM 89055F103 18,338 506,586 SH   SOLE   506,586 0 0
TRANSDIGM GROUP INC COM 893641100 18,571 70,429 SH   SOLE   70,429 0 0
VISA INC COM CL A 92826C839 8,402 113,277 SH   SOLE   113,277 0 0
VULCAN MATLS CO COM 929160109 13,166 109,391 SH   SOLE   109,391 0 0
ZOETIS INC CL A 98978V103 16,873 355,516 SH   SOLE   355,516 0 0