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
ALPHABET INC CAP STK CL C 02079K107 210,810 219,798 SH   SOLE   219,798 0 0
ALTABA INC COM 021346101 23,636 356,821 SH   SOLE   356,821 0 0
ANTHEM INC COM 036752103 141,694 746,231 SH   SOLE   746,231 0 0
ARRIS INTL INC SHS G0551A103 285,125 10,007,889 SH   SOLE   10,007,889 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 116,545 1,907,441 SH   SOLE   1,907,441 0 0
AUTODESK INC COM 052769106 212,233 1,890,545 SH   SOLE   1,890,545 0 0
BERRY GLOBAL GROUP INC COM 08579W103 152,289 2,688,241 SH   SOLE   2,688,241 0 0
BLACK KNIGHT INC COM 09215C105 46,683 1,084,391 SH   SOLE   1,084,391 0 0
CBRE GROUP INC CL A 12504L109 148,917 3,931,282 SH   SOLE   3,931,282 0 0
CF INDS HLDGS INC COM 125269100 174,312 4,957,693 SH   SOLE   4,957,693 0 0
CONSTELLATION BRANDS INC CL A 21036P108 137,975 691,778 SH   SOLE   691,778 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 222,216 5,471,961 SH   SOLE   5,471,961 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 96,566 2,355,275 SH   SOLE   2,355,275 0 0
EQUIFAX INC COM 294429105 107,156 1,011,000 SH   SOLE   1,011,000 0 0
EXPEDIA INC DEL COM NEW 30212P303 224,281 1,558,157 SH   SOLE   1,558,157 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 121,158 3,536,476 SH   SOLE   3,536,476 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 58,708 3,423,233 SH   SOLE   3,423,233 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 93,775 3,676,000 SH   SOLE   3,676,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 118,839 1,640,069 SH   SOLE   1,640,069 0 0
IMPERVA INC COM 45321L100 126,075 2,904,959 SH   SOLE   2,904,959 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 371,637 5,409,565 SH   SOLE   5,409,565 0 0
INTERXION HOLDING N.V SHS N47279109 225,997 4,437,395 SH   SOLE   4,437,395 0 0
J ALEXANDERS HLDGS INC COM 46609J106 14,932 1,287,270 SH   SOLE   1,287,270 0 0
JACK IN THE BOX INC COM 466367109 123,455 1,211,297 SH   SOLE   1,211,297 0 0
KAR AUCTION SVCS INC COM 48238T109 127,183 2,664,070 SH   SOLE   2,664,070 0 0
LA QUINTA HLDGS INC COM 50420D108 184,492 10,542,423 SH   SOLE   10,542,423 0 0
LENNAR CORP CL A 526057104 428,848 8,122,128 SH   SOLE   8,122,128 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 145,959 4,304,314 SH   SOLE   4,304,314 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 237,862 6,244,748 SH   SOLE   6,244,748 0 0
MATTEL INC COM 577081102 34,598 2,235,000 SH   SOLE   2,235,000 0 0
MICROSOFT CORP COM 594918104 173,518 2,329,416 SH   SOLE   2,329,416 0 0
MICROSTRATEGY INC CL A NEW 594972408 97,518 763,587 SH   SOLE   763,587 0 0
NEW RELIC INC COM 64829B100 156,869 3,149,972 SH   SOLE   3,149,972 0 0
NIKE INC CL B 654106103 32,432 625,500 SH   SOLE   625,500 0 0
PANDORA MEDIA INC COM 698354107 76,218 9,898,427 SH   SOLE   9,898,427 0 0
PTC INC COM 69370C100 110,998 1,972,254 SH   SOLE   1,972,254 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 113,038 1,189,000 SH   SOLE   1,189,000 0 0
REXNORD CORP NEW COM 76169B102 63,525 2,500,000 SH   SOLE   2,500,000 0 0
S&P GLOBAL INC COM 78409V104 68,127 435,847 SH   SOLE   435,847 0 0
US FOODS HLDG CORP COM 912008109 212,916 7,974,365 SH   SOLE   7,974,365 0 0
WENDYS CO COM 95058W100 138,282 8,904,174 SH   SOLE   8,904,174 0 0
YELP INC CL A 985817105 87,430 2,019,169 SH   SOLE   2,019,169 0 0
ZYNGA INC CL A 98986T108 133,187 35,234,689 SH   SOLE   35,234,689 0 0