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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 90,416 | 559,400 | SH | SOLE | 0 | 0 | 0 | ||
| AERCAP HOLDINGS NV | CALL | N00985906 | 50,385 | 1,500,000 | SH | SOLE | 0 | 0 | 0 | ||
| AERCAP HOLDINGS NV | SHS | N00985106 | 68,322 | 2,034,000 | SH | SOLE | 0 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 81,105 | 571,000 | SH | SOLE | 0 | 0 | 0 | ||
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 68,513 | 1,750,000 | SH | SOLE | 0 | 0 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 92,097 | 3,478,000 | SH | SOLE | 0 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 66,255 | 1,194,000 | SH | SOLE | 0 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 159,454 | 697,400 | SH | SOLE | 0 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 106,918 | 747,000 | SH | SOLE | 0 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 99,818 | 2,734,000 | SH | SOLE | 0 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 44,406 | 414,000 | SH | SOLE | 0 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 109,052 | 2,740,000 | SH | SOLE | 0 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 117,627 | 2,735,500 | SH | SOLE | 0 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 78,184 | 296,500 | SH | SOLE | 0 | 0 | 0 | ||
| WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 202,600 | 1,629,800 | SH | SOLE | 0 | 0 | 0 | ||