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 |
| BOOKING HLDGS INC | COM | 09857L108 | 31,420 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | ||
| CAESARS ENTMT CORP | COM | 127686103 | 27,927 | 2,610,000 | SH | SOLE | 2,610,000 | 0 | 0 | ||
| CENTURY CMNTYS INC | COM | 156504300 | 18,432 | 584,214 | SH | SOLE | 584,214 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 49,395 | 2,360,000 | SH | SOLE | 2,360,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 38,760 | 184,000 | SH | SOLE | 184,000 | 0 | 0 | ||
| IHS MARKIT LTD | SHS | G47567105 | 50,558 | 980,000 | SH | SOLE | 980,000 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | 51,838 | 1,625,000 | SH | SOLE | 1,625,000 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 46,529 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 48,016 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 23,018 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 46,358 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 37,871 | 695,000 | SH | SOLE | 695,000 | 0 | 0 | ||