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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ACTIVISION BLIZZARD INC COM 00507V109 11,622 195,590 SH   SOLE   195,590 0 0
ALPHABET INC CAP STK CL A 02079K305 4,961 3,704 SH   SOLE   3,704 0 0
AUTODESK INC COM 052769106 20,315 110,732 SH   SOLE   110,732 0 0
BOOKING HLDGS INC COM 09857L108 5,736 2,793 SH   SOLE   2,793 0 0
CONSTELLATION BRANDS INC CL A 21036P108 11,331 59,717 SH   SOLE   59,717 0 0
CYRUSONE INC COM 23283R100 11,971 182,965 SH   SOLE   182,965 0 0
DUPONT DE NEMOURS INC COM 26614N102 10,172 158,438 SH   SOLE   158,438 0 0
HD SUPPLY HLDGS INC COM 40416M105 12,774 317,610 SH   SOLE   317,610 0 0
IAC INTERACTIVECORP COM 44919P508 2,741 11,004 SH   SOLE   11,004 0 0
INTERXION HOLDING N.V SHS N47279109 2,267 27,044 SH   SOLE   27,044 0 0
JONES LANG LASALLE INC COM 48020Q107 17,328 99,532 SH   SOLE   99,532 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 11,704 76,414 SH   SOLE   76,414 0 0
LAM RESEARCH CORP COM 512807108 21,299 72,842 SH   SOLE   72,842 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 31,757 3,780,627 SH   SOLE   3,780,627 0 0
QTS RLTY TR INC COM CL A 74736A103 4,245 78,223 SH   SOLE   78,223 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 12,319 196,133 SH   SOLE   196,133 0 0