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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 25,116 | 648,817 | SH | SOLE | 648,817 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 35,170 | 374,385 | SH | SOLE | 374,385 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 81,682 | 107,635 | SH | SOLE | 107,635 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 61,444 | 90,908 | SH | SOLE | 90,908 | 0 | 0 | ||
| BERRY PLASTICS GROUP INC | COM | 08579W103 | 89,717 | 2,479,729 | SH | SOLE | 2,479,729 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 26,875 | 188,675 | SH | SOLE | 188,675 | 0 | 0 | ||
| CSRA INC | COM | 12650T104 | 13,274 | 442,464 | SH | SOLE | 442,464 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 60,557 | 881,213 | SH | SOLE | 881,213 | 0 | 0 | ||
| EPAM SYS INC | COM | 29414B104 | 53,028 | 674,480 | SH | SOLE | 674,480 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 14,814 | 103,642 | SH | SOLE | 103,642 | 0 | 0 | ||
| HANESBRANDS INC | COM | 410345102 | 42,102 | 1,430,582 | SH | SOLE | 1,430,582 | 0 | 0 | ||
| HD SUPPLY HLDGS INC | COM | 40416M105 | 23,201 | 772,591 | SH | SOLE | 772,591 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 27,030 | 638,103 | SH | SOLE | 638,103 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 76,498 | 1,053,688 | SH | SOLE | 1,053,688 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 28,795 | 152,043 | SH | SOLE | 152,043 | 0 | 0 | ||
| ORBITAL ATK INC | COM | 68557N103 | 18,398 | 205,932 | SH | SOLE | 205,932 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 42,856 | 1,147,122 | SH | SOLE | 1,147,122 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 78,179 | 744,067 | SH | SOLE | 744,067 | 0 | 0 | ||
| SKECHERS U S A INC | CL A | 830566105 | 14,525 | 480,815 | SH | SOLE | 480,815 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 62,531 | 915,943 | SH | SOLE | 915,943 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 42,337 | 228,122 | SH | SOLE | 228,122 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 30,925 | 398,769 | SH | SOLE | 398,769 | 0 | 0 | ||