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 |
| AUTOZONE INC | COM | 053332102 | 38,414 | 54,000 | SH | SOLE | 54,000 | 0 | 0 | ||
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 36,334 | 707,300 | SH | SOLE | 707,300 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 47,142 | 140,320 | SH | SOLE | 140,320 | 0 | 0 | ||
| CRACKER BARREL OLD CTRY STOR | COM | 22410J106 | 15,095 | 95,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 49,245 | 255,910 | SH | SOLE | 255,910 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 18,763 | 99,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| LAMB WESTON HLDGS INC | COM | 513272104 | 58,427 | 1,035,021 | SH | SOLE | 1,035,021 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 28,521 | 222,180 | SH | SOLE | 222,180 | 0 | 0 | ||