The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 117,909 790,700 SH   SOLE 790,700 0 0
AERCAP HOLDINGS NV CALL N00985906 57,735 1,500,000 SH Call SOLE 1,500,000 0 0
AERCAP HOLDINGS NV SHS N00985106 78,289 2,034,000 SH   SOLE 2,034,000 0 0
AIR PRODS & CHEMS INC COM 009158106 85,844 571,000 SH   SOLE 571,000 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 72,310 1,750,000 SH   SOLE 1,750,000 0 0
CBRE GROUP INC CL A 12504L109 107,683 3,848,557 SH   SOLE 3,848,557 0 0
CDK GLOBAL INC COM 12508E101 53,746 937,000 SH   SOLE 937,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 182,176 674,800 SH   SOLE 674,800 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 113,098 651,000 SH   SOLE 651,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 41,687 1,818,000 SH   SOLE 1,818,000 0 0
PAYPAL HLDGS INC COM 70450Y103 117,625 2,871,000 SH   SOLE 2,871,000 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 111,548 3,312,000 SH   SOLE 3,312,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 121,839 2,735,500 SH   SOLE 2,735,500 0 0
TRANSDIGM GROUP INC COM 893641100 55,511 192,000 SH   SOLE 192,000 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 171,406 1,291,000 SH   SOLE 1,291,000 0 0