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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 18,236 | 365,741 | SH | SOLE | 365,741 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 32,914 | 252,934 | SH | SOLE | 252,934 | 0 | 0 | ||
| ADVANCEPIERRE FOODS HLDGS IN | COM | 00782L107 | 53,867 | 1,728,174 | SH | SOLE | 1,728,174 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 75,856 | 703,480 | SH | SOLE | 703,480 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 38,059 | 45,878 | SH | SOLE | 45,878 | 0 | 0 | ||
| BERRY PLASTICS GROUP INC | COM | 08579W103 | 19,312 | 397,616 | SH | OTR | 1 | 0 | 397,616 | 0 | |
| BERRY PLASTICS GROUP INC | COM | 08579W103 | 109,597 | 2,256,483 | SH | SOLE | 2,256,483 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 19,487 | 89,000 | SH | OTR | 1 | 0 | 89,000 | 0 | |
| BROADCOM LTD | SHS | Y09827109 | 99,312 | 453,561 | SH | SOLE | 453,561 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 29,394 | 89,803 | SH | SOLE | 89,803 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 100,036 | 617,242 | SH | SOLE | 617,242 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 20,072 | 123,847 | SH | OTR | 1 | 0 | 123,847 | 0 | |
| DAVE & BUSTERS ENTMT INC | COM | 238337109 | 37,435 | 612,783 | SH | SOLE | 612,783 | 0 | 0 | ||
| DAVE & BUSTERS ENTMT INC | COM | 238337109 | 10,202 | 167,000 | SH | OTR | 1 | 0 | 167,000 | 0 | |
| DYCOM INDS INC | COM | 267475101 | 53,419 | 574,703 | SH | SOLE | 574,703 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 17,246 | 192,653 | SH | SOLE | 192,653 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 79,020 | 521,822 | SH | SOLE | 521,822 | 0 | 0 | ||
| GRUBHUB INC | COM | 400110102 | 30,004 | 912,253 | SH | SOLE | 912,253 | 0 | 0 | ||
| HD SUPPLY HLDGS INC | COM | 40416M105 | 38,881 | 945,435 | SH | SOLE | 945,435 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 61,397 | 761,937 | SH | SOLE | 761,937 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 8,776 | 38,243 | SH | SOLE | 38,243 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 53,009 | 2,750,859 | SH | SOLE | 2,750,859 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 50,686 | 910,066 | SH | SOLE | 910,066 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 24,147 | 373,853 | SH | SOLE | 373,853 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 32,158 | 373,491 | SH | SOLE | 373,491 | 0 | 0 | ||