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
ALTICE USA INC CL A 02156K103 16,511 604,559 SH   SOLE   604,559 0 0
ASPEN TECHNOLOGY INC COM 045327103 18,404 293,008 SH   SOLE   293,008 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 38,371 105,584 SH   SOLE   105,584 0 0
ELECTRONIC ARTS INC COM 285512109 40,808 345,653 SH   SOLE   345,653 0 0
FERRARI N V COM N3167Y103 30,448 275,594 SH   SOLE   275,594 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 20,628 133,282 SH   SOLE   133,282 0 0
JELD-WEN HLDG INC COM 47580P103 17,816 501,582 SH   SOLE   501,582 0 0
PTC INC COM 69370C100 36,867 655,064 SH   SOLE   655,064 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 30,742 323,357 SH   SOLE   323,357 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 1,477 92,786 SH   SOLE   92,786 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 26,053 448,408 SH   SOLE   448,408 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 29,195 285,579 SH   SOLE   285,579 0 0
TRANSUNION COM 89400J107 31,371 663,804 SH   SOLE   663,804 0 0
VAIL RESORTS INC COM 91879Q109 25,808 113,132 SH   SOLE   113,132 0 0
VULCAN MATLS CO COM 929160109 28,073 234,728 SH   SOLE   234,728 0 0
WILLIAMS COS INC DEL COM 969457100 27,472 915,435 SH   SOLE   915,435 0 0
ZAYO GROUP HLDGS INC COM 98919V105 18,146 527,199 SH   SOLE   527,199 0 0