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 |
| APPLE INC | COM | 037833100 | 21,732 | 199,394 | SH | SOLE | 199,394 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 22,252 | 211,160 | SH | SOLE | 211,160 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 22,296 | 478,977 | SH | SOLE | 478,977 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 27,997 | 138,304 | SH | SOLE | 138,304 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 23,595 | 286,137 | SH | SOLE | 286,137 | 0 | 0 | ||
| ENVISION HEALTHCARE HLDGS IN | COM | 29413U103 | 16,781 | 822,600 | SH | SOLE | 822,600 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 23,235 | 156,200 | SH | SOLE | 156,200 | 0 | 0 | ||
| FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 20,470 | 365,277 | SH | SOLE | 365,277 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 15,241 | 214,118 | SH | SOLE | 214,118 | 0 | 0 | ||
| INSULET CORP | COM | 45784P101 | 14,745 | 444,668 | SH | SOLE | 444,668 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 23,277 | 145,930 | SH | SOLE | 145,930 | 0 | 0 | ||
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 20,738 | 167,200 | SH | SOLE | 167,200 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 17,651 | 209,537 | SH | SOLE | 209,537 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 11,361 | 301,500 | SH | SOLE | 301,500 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 13,132 | 170,900 | SH | SOLE | 170,900 | 0 | 0 | ||