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 |
| EQUINIX INC | COM PAR $0.001 | 29444U700 | 9,592 | 27,207 | SH | SOLE | 27,207 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 3,649 | 38,230 | SH | SOLE | 38,230 | 0 | 0 | ||
| KLA-TENCOR CORP | COM | 482480100 | 3,635 | 40,623 | SH | SOLE | 40,623 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 26,398 | 193,857 | SH | SOLE | 193,857 | 0 | 0 | ||
| PLAYA HOTELS & RESORTS NV | SHS | N70544106 | 21,263 | 2,957,262 | SH | SOLE | 2,957,262 | 0 | 0 | ||
| SCHNEIDER NATIONAL INC | CL B | 80689H102 | 1,263 | 67,670 | SH | SOLE | 67,670 | 0 | 0 | ||
| VERSUM MATLS INC | COM | 92532W103 | 3,692 | 133,177 | SH | SOLE | 133,177 | 0 | 0 | ||
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 12,585 | 277,389 | SH | SOLE | 277,389 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 29,104 | 1,274,261 | SH | SOLE | 1,274,261 | 0 | 0 | ||