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
ACTIVISION BLIZZARD INC COM 00507V109 9,013 118,750 SH   SOLE   118,750 0 0
AMAZON COM INC COM 023135106 14,561 5,278 SH   SOLE   5,278 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 8,146 69,501 SH   SOLE   69,501 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 25,124 49,259 SH   SOLE   49,259 0 0
HCA HEALTHCARE INC COM 40412C101 15,926 164,084 SH   SOLE   164,084 0 0
HCA HEALTHCARE INC COM 40412C101 29,118 300,000 SH Call SOLE   300,000 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 8,879 2,452,633 SH   SOLE   2,452,633 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 22,285 407,920 SH   SOLE   407,920 0 0
SIMPLY GOOD FOODS CO COM 82900L102 5,258 282,988 SH   SOLE   282,988 0 0
T-MOBILE US INC COM 872590104 15,623 150,000 SH Call SOLE   150,000 0 0
T-MOBILE US INC COM 872590104 22,302 214,132 SH   SOLE   214,132 0 0
T-MOBILE US INC COM 872590104 376 3,610 SH   SOLE   3,610 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 27,017 1,400,555 SH   SOLE   1,400,555 0 0
TIVITY HEALTH INC COM 88870R102 21,168 1,868,348 SH   SOLE   1,868,348 0 0
VICI PPTYS INC COM 925652109 13,030 645,383 SH   SOLE   645,383 0 0
WILLSCOT CORP COM 971375126 26,447 2,151,882 SH   SOLE   2,151,882 0 0