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 |
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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 |
BANK AMER CORP | COM | 060505104 | 4,688 | 161,663 | SH | SOLE | NONE | 161,663 | 0 | 0 | |
CONSTELLIUM NV | CL A | N22035104 | 17,738 | 1,766,717 | SH | SOLE | NONE | 1,766,717 | 0 | 0 | |
DAVITA INC | COM | 23918K108 | 11,252 | 200,000 | SH | SOLE | NONE | 200,000 | 0 | 0 | |
EQUINIX INC | COM | 29444U700 | 9,729 | 19,292 | SH | SOLE | NONE | 19,292 | 0 | 0 | |
GENERAL MTRS CO | COM | 37045V100 | 4,547 | 118,000 | SH | SOLE | NONE | 118,000 | 0 | 0 | |
IAA INC | COM | 449253103 | 14,152 | 364,938 | SH | SOLE | NONE | 364,938 | 0 | 0 | |
INTERXION HOLDING N.V | SHS | N47279109 | 13,275 | 174,471 | SH | SOLE | NONE | 174,471 | 0 | 0 | |
KAR AUCTION SVCS INC | COM | 48238T109 | 10,622 | 424,888 | SH | SOLE | NONE | 424,888 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 8,038 | 60,000 | SH | SOLE | NONE | 60,000 | 0 | 0 | |
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 13,130 | 130,000 | SH | SOLE | NONE | 130,000 | 0 | 0 | |
PAYPAL HLDGS INC | COM | 70450Y103 | 5,419 | 47,347 | SH | SOLE | NONE | 47,347 | 0 | 0 | |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 4,882 | 43,000 | SH | SOLE | NONE | 43,000 | 0 | 0 |