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 | 14,503 | 401,640 | SH | SOLE | 401,640 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 35,698 | 346,754 | SH | SOLE | 346,754 | 0 | 0 | ||
| ADVANCEPIERRE FOODS HLDGS IN | COM | 00782L107 | 38,138 | 1,280,650 | SH | SOLE | 1,280,650 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 56,880 | 73,696 | SH | SOLE | 73,696 | 0 | 0 | ||
| BERRY PLASTICS GROUP INC | COM | 08579W103 | 115,330 | 2,366,711 | SH | SOLE | 2,366,711 | 0 | 0 | ||
| BERRY PLASTICS GROUP INC | COM | 08579W103 | 19,376 | 397,616 | SH | OTR | 1 | 0 | 397,616 | 0 | |
| BROADCOM LTD | SHS | Y09827109 | 99,782 | 564,472 | SH | SOLE | 564,472 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 15,733 | 89,000 | SH | OTR | 1 | 0 | 89,000 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 50,873 | 176,690 | SH | SOLE | 176,690 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 18,987 | 123,847 | SH | OTR | 1 | 0 | 123,847 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 109,593 | 714,844 | SH | SOLE | 714,844 | 0 | 0 | ||
| DAVE & BUSTERS ENTMT INC | COM | 238337109 | 4,504 | 80,000 | SH | OTR | 1 | 0 | 80,000 | 0 | |
| DAVE & BUSTERS ENTMT INC | COM | 238337109 | 87,644 | 1,556,731 | SH | SOLE | 1,556,731 | 0 | 0 | ||
| DYCOM INDS INC | COM | 267475101 | 28,624 | 356,503 | SH | SOLE | 356,503 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 28,907 | 367,022 | SH | SOLE | 367,022 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 36,382 | 316,231 | SH | SOLE | 316,231 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 28,876 | 204,043 | SH | SOLE | 204,043 | 0 | 0 | ||
| HD SUPPLY HLDGS INC | COM | 40416M105 | 28,866 | 679,042 | SH | SOLE | 679,042 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 57,900 | 708,691 | SH | SOLE | 708,691 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 43,400 | 911,512 | SH | SOLE | 911,512 | 0 | 0 | ||
| SYNCHRONY FINL | COM | 87165B103 | 28,541 | 786,891 | SH | SOLE | 786,891 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 36,280 | 630,839 | SH | SOLE | 630,839 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 14,349 | 254,865 | SH | SOLE | 254,865 | 0 | 0 | ||