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

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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
CAESARS ENTMT CORP COM 127686103 4,958 519,163 SH   SOLE   519,163 0 0
COMMERCEHUB INC COM SER C 20084V306 13,124 845,100 SH   SOLE   845,100 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 24,882 797,000 SH   SOLE   797,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 7,510 49,591 SH   SOLE   49,591 0 0
GIGAMON INC COM 37518B102 13,393 376,749 SH   SOLE   376,749 0 0
IHS MARKIT LTD SHS G47567105 33,141 790,000 SH   SOLE   790,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 37,584 435,000 SH   SOLE   435,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 17,919 196,500 SH   SOLE   196,500 0 0
MARATHON PETE CORP COM 56585A102 18,953 375,000 SH   SOLE   375,000 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 15,433 220,000 SH   SOLE   220,000 0 0
PRICELINE GRP INC COM NEW 741503403 16,020 9,000 SH   SOLE   9,000 0 0
TRANSUNION COM 89400J107 7,670 200,000 SH   SOLE   200,000 0 0
VISA INC COM CL A 92826C839 27,772 312,500 SH   SOLE   312,500 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 8,115 62,000 SH   SOLE   62,000 0 0
ZENDESK INC COM 98936J101 10,655 380,000 SH   SOLE   380,000 0 0