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 |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 5,020 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 31,798 | 44,700 | SH | SOLE | 44,700 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 49,796 | 70,000 | SH | Call | SOLE | 70,000 | 0 | 0 | |
| BIO RAD LABS INC | CL A | 090572207 | 28,607 | 119,862 | SH | SOLE | 119,862 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 29,255 | 410,427 | SH | SOLE | 410,427 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 7,290 | 21,700 | SH | SOLE | 21,700 | 0 | 0 | ||
| DST SYS INC DEL | COM | 233326107 | 30,231 | 487,041 | SH | SOLE | 487,041 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 29,602 | 588,737 | SH | SOLE | 588,737 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | LBT VEN COM A NE | 53071M856 | 4,989 | 91,987 | SH | SOLE | 91,987 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 19,642 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 25,043 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 46,006 | 149,900 | SH | SOLE | 149,900 | 0 | 0 | ||
| REPUBLIC SVCS INC | COM | 760759100 | 44,054 | 651,594 | SH | SOLE | 651,594 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 48,903 | 119,264 | SH | SOLE | 119,264 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 27,519 | 100,208 | SH | SOLE | 100,208 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 38,667 | 1,210,983 | SH | SOLE | 1,210,983 | 0 | 0 | ||
| VANTIV INC | CL A | 92210H105 | 31,627 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
| VERISK ANALYTICS INC | COM | 92345Y106 | 9,492 | 98,873 | SH | SOLE | 98,873 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 28,505 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||