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 |
| AERCAP HOLDINGS NV | SHS | N00985106 | 51,979 | 1,017,000 | SH | SOLE | 1,017,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 109,832 | 2,108,500 | SH | SOLE | 2,108,500 | 0 | 0 | ||
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 11,369 | 175,800 | SH | SOLE | 175,800 | 0 | 0 | ||
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 80,104 | 1,563,000 | SH | SOLE | 1,563,000 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 62,901 | 997,000 | SH | SOLE | 997,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 141,588 | 389,600 | SH | SOLE | 389,600 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 58,374 | 1,517,000 | SH | SOLE | 1,517,000 | 0 | 0 | ||
| FRONTIER COMMUNICATIONS CORP | COM NEW | 35906A306 | 4,127 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 67,964 | 1,784,300 | SH | SOLE | 1,784,300 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 97,947 | 1,314,900 | SH | SOLE | 1,314,900 | 0 | 0 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 73,226 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 89,450 | 1,397,000 | SH | SOLE | 1,397,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 41,777 | 447,200 | SH | SOLE | 447,200 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 143,134 | 3,063,000 | SH | SOLE | 3,063,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 20,920 | 178,000 | SH | SOLE | 178,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 105,194 | 1,353,500 | SH | SOLE | 1,353,500 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 62,379 | 244,000 | SH | SOLE | 244,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 116,343 | 1,105,500 | SH | SOLE | 1,105,500 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 20,392 | 269,200 | SH | SOLE | 269,200 | 0 | 0 | ||
| WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 105,231 | 682,300 | SH | SOLE | 682,300 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 42,302 | 1,229,000 | SH | SOLE | 1,229,000 | 0 | 0 | ||