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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 5,659 | 5,900 | SH | SOLE | 5,900 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 1,770 | 64,800 | SH | SOLE | 64,800 | 0 | 0 | ||
| ANADARKO PETE CORP | COM | 032511107 | 3,908 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 5,872 | 38,100 | SH | SOLE | 38,100 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 5,187 | 204,700 | SH | SOLE | 204,700 | 0 | 0 | ||
| BBX CAP CORP NEW | CL A | 05491N104 | 3,246 | 440,467 | SH | SOLE | 440,467 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 16,910 | 939,958 | SH | SOLE | 939,958 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 15,432 | 42,463 | SH | SOLE | 42,463 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 5,186 | 71,300 | SH | SOLE | 71,300 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 7,827 | 203,412 | SH | SOLE | 203,412 | 0 | 0 | ||
| EQUIFAX INC | COM | 294429105 | 2,829 | 26,689 | SH | SOLE | 26,689 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 19,002 | 111,208 | SH | SOLE | 111,208 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 10,091 | 65,200 | SH | SOLE | 65,200 | 0 | 0 | ||
| FOUNDATION BLDG MATLS INC | COM | 350392106 | 6,536 | 462,235 | SH | SOLE | 462,235 | 0 | 0 | ||
| GARTNER INC | COM | 366651107 | 5,972 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
| GMS INC | COM | 36251C103 | 8,893 | 251,216 | SH | SOLE | 251,216 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 4,052 | 28,700 | SH | SOLE | 28,700 | 0 | 0 | ||
| NOBLE ENERGY INC | COM | 655044105 | 3,908 | 137,800 | SH | SOLE | 137,800 | 0 | 0 | ||
| PARSLEY ENERGY INC | CL A | 701877102 | 2,839 | 107,793 | SH | SOLE | 107,793 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 7,775 | 52,700 | SH | SOLE | 52,700 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 8,428 | 53,917 | SH | SOLE | 53,917 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 1,187 | 25,111 | SH | SOLE | 25,111 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 5,778 | 29,500 | SH | SOLE | 29,500 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 5,788 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| WPX ENERGY INC | COM | 98212B103 | 8,005 | 696,074 | SH | SOLE | 696,074 | 0 | 0 | ||