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
ADVANCE AUTO PARTS INC COM 00751Y106 52,197 352,067 SH   SOLE 0 325,848 0 26,219
ALLERGAN PLC SHS G0177J108 82,476 345,205 SH   SOLE 0 345,205 0 0
ALPHABET INC CAP STK CL C 02079K107 21,684 26,139 SH   SOLE 0 26,139 0 0
ANTHEM INC COM 036752103 61,011 368,916 SH   SOLE 0 341,432 0 27,484
APPLE INC COM 037833100 128,050 891,340 SH   SOLE 0 891,340 0 0
ARRIS INTL INC SHS G0551A103 37,486 1,417,230 SH   SOLE 0 1,311,633 0 105,597
BAKER HUGHES INC COM 057224107 9,773 163,381 SH   SOLE 0 151,247 0 12,134
BROOKDALE SR LIVING INC COM 112463104 19,012 1,415,664 SH   SOLE 0 1,310,264 0 105,400
CARMAX INC COM 143130102 21,427 361,812 SH   SOLE 0 329,383 0 32,429
CF CORP UNIT 99/99/9999E G20307123 23,993 2,241,916 SH   SOLE 0 2,077,392 0 164,524
COMCAST CORP NEW CL A 20030N101 122,989 3,271,844 SH   SOLE 0 3,271,844 0 0
COMPUTER SCIENCES CORP COM 205363104 73,403 1,063,656 SH   SOLE 0 984,480 0 79,176
COTY INC COM CL A 222070203 8,990 495,841 SH   SOLE 0 458,872 0 36,969
DISH NETWORK CORP CL A 25470M109 17,724 279,164 SH   SOLE 0 279,164 0 0
EXPEDIA INC DEL COM NEW 30212P303 165,430 1,311,171 SH   SOLE 0 1,213,595 0 97,576
FIREEYE INC COM 31816Q101 55,570 4,406,804 SH   SOLE 0 4,078,773 0 328,031
GENERAL MTRS CO COM 37045V100 184,647 5,221,926 SH   SOLE 0 4,832,987 0 388,939
HASBRO INC COM 418056107 22,108 221,475 SH   SOLE 0 201,624 0 19,851
HERBALIFE LTD COM USD SHS G4412G101 33,572 577,434 SH   SOLE 0 525,537 0 51,897
HILTON WORLDWIDE HLDGS INC COM 43300A203 26,165 447,575 SH   SOLE 0 447,575 0 0
LAS VEGAS SANDS CORP COM 517834107 55,308 969,118 SH   SOLE 0 897,165 0 71,953
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 28,720 501,915 SH   SOLE 0 459,330 0 42,585
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 48,605 1,068,704 SH   SOLE 0 989,188 0 79,516
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 31,081 1,552,510 SH   SOLE 0 1,436,602 0 115,908
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 80,179 1,802,589 SH   SOLE 0 1,668,489 0 134,100
LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 19,450 1,379,414 SH   SOLE 0 1,255,432 0 123,982
LIONS GATE ENTMNT CORP CL A VTG 535919401 32,126 1,209,563 SH   SOLE 0 1,119,345 0 90,218
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 23,091 947,134 SH   SOLE 0 876,538 0 70,596
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 123,539 8,095,588 SH   SOLE 0 7,493,213 0 602,375
MELLANOX TECHNOLOGIES LTD SHS M51363113 15,352 301,306 SH   SOLE 0 278,812 0 22,494
MICRON TECHNOLOGY INC COM 595112103 67,481 2,334,995 SH   SOLE 0 2,334,995 0 0
MICROSEMI CORP COM 595137100 56,070 1,088,095 SH   SOLE 0 1,007,350 0 80,745
MOLSON COORS BREWING CO CL B 60871R209 61,154 638,954 SH   SOLE 0 591,342 0 47,612
MONDELEZ INTL INC CL A 609207105 8,937 207,456 SH   SOLE 0 191,977 0 15,479
MONDELEZ INTL INC CL A 609207105 30,376 705,100 SH Call SOLE 0 641,800 0 63,300
NETAPP INC COM 64110D104 33,010 788,768 SH   SOLE 0 729,997 0 58,771
NEWELL BRANDS INC COM 651229106 59,815 1,268,065 SH   SOLE 0 1,268,065 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 33,331 1,925,510 SH   SOLE 0 1,782,197 0 143,313
NXP SEMICONDUCTORS N V COM N6596X109 90,958 878,826 SH   SOLE 0 878,826 0 0
PARK HOTELS RESORTS INC COM 700517105 31,831 1,240,002 SH   SOLE 0 1,147,909 0 92,093
QORVO INC COM 74736K101 50,154 731,541 SH   SOLE 0 677,034 0 54,507
SERVICE CORP INTL COM 817565104 53,444 1,730,701 SH   SOLE 0 1,605,788 0 124,913
SIGNET JEWELERS LIMITED SHS G81276100 18,255 263,539 SH   SOLE 0 243,965 0 19,574
SPDR S&P 500 ETF TR TR UNIT 78462F103 38,075 161,511 SH   SOLE 0 161,511 0 0
STARBUCKS CORP COM 855244109 20,421 349,730 SH   SOLE 0 323,756 0 25,974
T MOBILE US INC COM 872590104 52,818 817,740 SH   SOLE 0 753,844 0 63,896
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 24,067 406,058 SH   SOLE 0 375,837 0 30,221
TECHNIPFMC PLC COM G87110105 9,782 300,990 SH   SOLE 0 278,636 0 22,354
TIME WARNER INC COM NEW 887317303 150,195 1,537,150 SH   SOLE 0 1,422,712 0 114,438
TWENTY FIRST CENTY FOX INC CL A 90130A101 79,697 2,460,557 SH   SOLE 0 2,276,963 0 183,594
TWITTER INC COM 90184L102 6,429 430,000 SH Call SOLE 0 391,300 0 38,700
US FOODS HLDG CORP COM 912008109 13,116 468,751 SH   SOLE 0 433,843 0 34,908
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 37,716 2,827,298 SH   SOLE 0 2,616,892 0 210,406
WESTERN DIGITAL CORP COM 958102105 7,875 95,415 SH   SOLE 0 88,301 0 7,114
YAHOO INC COM 984332106 110,136 2,373,113 SH   SOLE 0 2,196,559 0 176,554
YELP INC CL A 985817105 22,876 698,498 SH   SOLE 0 646,596 0 51,902
ZYNGA INC CL A 98986T108 33,215 11,654,503 SH   SOLE 0 10,786,019 0 868,484