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 |
CDK GLOBAL INC | COM | 12508E101 | 73,579 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 122,677 | 670,000 | SH | SOLE | 670,000 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 43,187 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 41,975 | 906,000 | SH | SOLE | 906,000 | 0 | 0 | ||
ENDO INTL PLC | SHS | G30401106 | 100,401 | 1,640,000 | SH | SOLE | 1,640,000 | 0 | 0 | ||
IMPAX LABORATORIES INC | COM | 45256B101 | 131,354 | 3,071,878 | SH | SOLE | 3,071,878 | 0 | 0 | ||
INSULET CORP | COM | 45784P101 | 30,059 | 795,000 | SH | SOLE | 795,000 | 0 | 0 | ||
KRAFT HEINZ CO | COM | 500754106 | 53,115 | 730,000 | SH | SOLE | 730,000 | 0 | 0 | ||
MATTEL INC | COM | 577081102 | 32,604 | 1,200,000 | SH | Put | SOLE | 1,200,000 | 0 | 0 | |
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 99,564 | 2,665,000 | SH | SOLE | 2,665,000 | 0 | 0 | ||
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 85,119 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 19,798 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 52,544 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 103,463 | 1,215,000 | SH | SOLE | 1,215,000 | 0 | 0 |