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 |
| ADAMAS PHARMACEUTICALS INC | COM | 00548A106 | 36,020 | 1,701,477 | SH | SOLE | 1,701,477 | 0 | 0 | ||
| ADIENT PLC | ORD SHS | G0084W101 | 39,872 | 474,722 | SH | SOLE | 474,722 | 0 | 0 | ||
| ALLY FINL INC | COM | 02005N100 | 81,996 | 3,379,902 | SH | SOLE | 3,379,902 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 73,063 | 76,178 | SH | SOLE | 76,178 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 47,673 | 348,790 | SH | SOLE | 348,790 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 49,007 | 436,545 | SH | SOLE | 436,545 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 105,416 | 434,633 | SH | SOLE | 434,633 | 0 | 0 | ||
| CAMPING WORLD HLDGS INC | CL A | 13462K109 | 60,233 | 1,478,480 | SH | SOLE | 1,478,480 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 57,358 | 667,887 | SH | SOLE | 667,887 | 0 | 0 | ||
| HOWARD HUGHES CORP | COM | 44267D107 | 18,880 | 160,091 | SH | SOLE | 160,091 | 0 | 0 | ||
| HYATT HOTELS CORP | COM CL A | 448579102 | 70,040 | 1,133,522 | SH | SOLE | 1,133,522 | 0 | 0 | ||
| INPHI CORP | COM | 45772F107 | 23,000 | 579,500 | SH | SOLE | 579,500 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 31,681 | 147,972 | SH | SOLE | 147,972 | 0 | 0 | ||
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 62,047 | 2,053,843 | SH | SOLE | 2,053,843 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 80,978 | 1,194,711 | SH | SOLE | 1,194,711 | 0 | 0 | ||