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 |
| AMAZON COM INC | COM | 023135106 | 9,189 | 10,975 | SH | SOLE | 10,975 | 0 | 0 | ||
| BALL CORP | COM | 058498106 | 13,784 | 168,205 | SH | SOLE | 168,205 | 0 | 0 | ||
| CALLON PETE CO DEL | COM | 13123X102 | 9,508 | 605,598 | SH | SOLE | 605,598 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 27,115 | 100,438 | SH | SOLE | 100,438 | 0 | 0 | ||
| COTIVITI HLDGS INC | COM | 22164K101 | 692 | 20,638 | SH | SOLE | 20,638 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 16,139 | 188,980 | SH | SOLE | 188,980 | 0 | 0 | ||
| ENERGY TRANSFER EQUITY L P | COM UT LTD PTN | 29273V100 | 18,800 | 1,119,700 | SH | Call | SOLE | 1,119,700 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 22,155 | 172,725 | SH | SOLE | 172,725 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 17,864 | 102,824 | SH | SOLE | 102,824 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 18,153 | 67,393 | SH | SOLE | 67,393 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 19,276 | 96,217 | SH | SOLE | 96,217 | 0 | 0 | ||
| NEXVET BIOPHARMA PUB LTD CO | ORD SHS | G6503X109 | 436 | 104,948 | SH | SOLE | 104,948 | 0 | 0 | ||
| PARSLEY ENERGY INC | CL A | 701877102 | 30,785 | 918,688 | SH | SOLE | 918,688 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 18,172 | 97,884 | SH | SOLE | 97,884 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 28,537 | 103,149 | SH | SOLE | 103,149 | 0 | 0 | ||
| TOPBUILD CORP | COM | 89055F103 | 21,600 | 650,615 | SH | SOLE | 650,615 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 29,611 | 102,418 | SH | SOLE | 102,418 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 13,802 | 87,979 | SH | SOLE | 87,979 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 18,962 | 229,290 | SH | SOLE | 229,290 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 33,844 | 1,101,350 | SH | SOLE | 1,101,350 | 0 | 0 | ||
| ZOETIS INC | CL A | 98978V103 | 18,465 | 355,023 | SH | SOLE | 355,023 | 0 | 0 | ||