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
AXALTA COATING SYS LTD COM G0750C108 8,318 294,250 SH   SOLE   294,250 0 0
BALL CORP COM 058498106 5,290 64,550 SH   SOLE   64,550 0 0
CABLE ONE INC COM 12685J105 12,149 20,803 SH   SOLE   20,803 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 6,425 23,800 SH   SOLE   23,800 0 0
CITIZENS FINL GROUP INC COM 174610105 10,002 404,760 SH   SOLE   404,760 0 0
COLFAX CORP COM 194014106 4,086 130,000 SH   SOLE   130,000 0 0
COPART INC COM 217204106 2,009 37,515 SH   SOLE   37,515 0 0
COTIVITI HLDGS INC COM 22164K101 8,783 261,930 SH   SOLE   261,930 0 0
CROWN HOLDINGS INC COM 228368106 11,999 210,180 SH   SOLE   210,180 0 0
CSX CORP COM 126408103 4,575 150,000 SH   SOLE   150,000 0 0
ELECTRONIC ARTS INC COM 285512109 4,765 55,800 SH   SOLE   55,800 0 0
FAIR ISAAC CORP COM 303250104 1,713 13,750 SH   SOLE   13,750 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 11,365 307,920 SH   SOLE   307,920 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 8,313 47,850 SH   SOLE   47,850 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 2,925 126,475 SH   SOLE   126,475 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 17,090 63,445 SH   SOLE   63,445 0 0
LAS VEGAS SANDS CORP COM 517834107 2,589 45,000 SH   SOLE   45,000 0 0
LEIDOS HLDGS INC COM 525327102 10,221 236,150 SH   SOLE   236,150 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 17,577 211,155 SH   SOLE   211,155 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 13,036 76,950 SH   SOLE   76,950 0 0
MGM RESORTS INTERNATIONAL COM 552953101 8,392 322,400 SH   SOLE   322,400 0 0
MSG NETWORK INC CL A 553573106 3,722 200,020 SH   SOLE   200,020 0 0
NEXEO SOLUTIONS INC COM SHS 65342H102 1,970 239,080 SH   SOLE   239,080 0 0
SABRE CORP COM 78573M104 4,138 146,850 SH   SOLE   146,850 0 0
SERVICE CORP INTL COM 817565104 11,234 423,300 SH   SOLE   423,300 0 0
SHERWIN WILLIAMS CO COM 824348106 3,603 13,025 SH   SOLE   13,025 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 7,496 54,440 SH   SOLE   54,440 0 0
T MOBILE US INC COM 872590104 3,921 83,925 SH   SOLE   83,925 0 0
ZOETIS INC CL A 98978V103 5,202 100,025 SH   SOLE   100,025 0 0