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 |
| ACACIA COMMUNICATIONS INC | COM | 00401C108 | 29,017 | 495,000 | SH | SOLE | 495,000 | 0 | 0 | ||
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 83,756 | 1,921,000 | SH | SOLE | 1,921,000 | 0 | 0 | ||
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 138,801 | 936,200 | SH | SOLE | 936,200 | 0 | 0 | ||
| AERCAP HOLDINGS NV | SHS | N00985106 | 69,828 | 1,519,000 | SH | SOLE | 1,519,000 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 51,140 | 378,000 | SH | SOLE | 378,000 | 0 | 0 | ||
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 80,588 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 55,664 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 60,914 | 937,000 | SH | SOLE | 937,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 158,652 | 484,700 | SH | SOLE | 484,700 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 67,587 | 1,798,000 | SH | SOLE | 1,798,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 100,686 | 664,900 | SH | SOLE | 664,900 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 57,016 | 506,000 | SH | SOLE | 506,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 93,095 | 2,164,000 | SH | SOLE | 2,164,000 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 158,233 | 3,790,000 | SH | SOLE | 3,790,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 131,478 | 2,270,000 | SH | SOLE | 2,270,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 70,605 | 320,700 | SH | SOLE | 320,700 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 67,452 | 759,000 | SH | SOLE | 759,000 | 0 | 0 | ||
| WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 131,806 | 1,007,000 | SH | SOLE | 1,007,000 | 0 | 0 | ||