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

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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