The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 14,492 | 49,297 | SH | SOLE | 49,297 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 16,619 | 5,278 | SH | SOLE | 5,278 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 14,969 | 565,930 | SH | SOLE | 565,930 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 30,754 | 49,259 | SH | SOLE | 49,259 | 0 | 0 | ||
| DROPBOX INC | CL A | 26210C104 | 19,404 | 1,007,500 | SH | SOLE | 1,007,500 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 15,782 | 338,233 | SH | SOLE | 338,233 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 15,935 | 75,763 | SH | SOLE | 75,763 | 0 | 0 | ||
| NMI HLDGS INC | CL A | 629209305 | 12,949 | 727,450 | SH | SOLE | 727,450 | 0 | 0 | ||
| PLAYA HOTELS & RESORTS NV | SHS | N70544106 | 10,277 | 2,452,633 | SH | SOLE | 2,452,633 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 32,674 | 285,716 | SH | SOLE | 285,716 | 0 | 0 | ||
| TAYLOR MORRISON HOME CORP | COM | 87724P106 | 28,267 | 1,149,540 | SH | SOLE | 1,149,540 | 0 | 0 | ||
| TIVITY HEALTH INC | COM | 88870R102 | 28,040 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| VICI PPTYS INC | COM | 925652109 | 15,083 | 645,383 | SH | SOLE | 645,383 | 0 | 0 | ||
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 38,133 | 2,286,165 | SH | SOLE | 2,286,165 | 0 | 0 | ||