The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| BOOKING HLDGS INC | COM | 09857L108 | 30,166 | 14,500 | SH | SOLE | 14,500 | 0 | 0 | ||
| CAESARS ENTMT CORP | COM | 127686103 | 21,094 | 1,875,000 | SH | SOLE | 1,875,000 | 0 | 0 | ||
| CENTURY CMNTYS INC | COM | 156504300 | 17,497 | 584,214 | SH | SOLE | 584,214 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 53,818 | 1,575,000 | SH | SOLE | 1,575,000 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 27,600 | 1,725,000 | SH | SOLE | 1,725,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 37,260 | 184,000 | SH | SOLE | 184,000 | 0 | 0 | ||
| IHS MARKIT LTD | SHS | G47567105 | 43,416 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 42,524 | 173,003 | SH | SOLE | 173,003 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 42,497 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 30,643 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 41,867 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 33,270 | 695,000 | SH | SOLE | 695,000 | 0 | 0 | ||