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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 13,981 | 86,500 | SH | SOLE | 86,500 | 0 | 0 | ||
| ASHLAND INC NEW | COM | 044209104 | 28,265 | 246,274 | SH | SOLE | 246,274 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 16,380 | 153,848 | SH | SOLE | 153,848 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 18,457 | 332,617 | SH | SOLE | 332,617 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 32,329 | 141,398 | SH | SOLE | 141,398 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 22,574 | 239,538 | SH | SOLE | 239,538 | 0 | 0 | ||
| ENVISION HEALTHCARE HLDGS IN | COM | 29413U103 | 17,455 | 688,000 | SH | SOLE | 688,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 17,218 | 120,296 | SH | SOLE | 120,296 | 0 | 0 | ||
| FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 11,233 | 193,768 | SH | SOLE | 193,768 | 0 | 0 | ||
| INFOBLOX INC | COM | 45672H104 | 18,066 | 962,995 | SH | SOLE | 962,995 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 23,306 | 121,386 | SH | SOLE | 121,386 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 21,333 | 584,300 | SH | SOLE | 584,300 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 21,724 | 545,823 | SH | SOLE | 545,823 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 10,400 | 139,279 | SH | SOLE | 139,279 | 0 | 0 | ||