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
ALPHABET INC CAP STK CL C 02079K107 5,362 5,900 SH   SOLE   5,900 0 0
APPLE INC COM 037833100 5,487 38,100 SH   SOLE   38,100 0 0
BANK AMER CORP COM 060505104 9,517 392,300 SH   SOLE   392,300 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 14,920 973,894 SH   SOLE   973,894 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 15,146 44,963 SH   SOLE   44,963 0 0
CITIGROUP INC COM NEW 172967424 7,771 116,200 SH   SOLE   116,200 0 0
COMCAST CORP NEW CL A 20030N101 5,153 132,412 SH   SOLE   132,412 0 0
EQUIFAX INC COM 294429105 4,987 36,289 SH   SOLE   36,289 0 0
FACEBOOK INC CL A 30303M102 18,240 120,808 SH   SOLE   120,808 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 2,769 19,200 SH   SOLE   19,200 0 0
FOUNDATION BLDG MATLS INC COM 350392106 5,899 458,722 SH   SOLE   458,722 0 0
GMS INC COM 36251C103 5,676 202,000 SH   SOLE   202,000 0 0
LKQ CORP COM 501889208 7,427 225,397 SH   SOLE   225,397 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,680 30,300 SH   SOLE   30,300 0 0
PARSLEY ENERGY INC CL A 701877102 15,551 560,379 SH   SOLE   560,379 0 0
PROPETRO HLDG CORP COM 74347M108 1,910 136,820 SH   SOLE   136,820 0 0
S&P GLOBAL INC COM 78409V104 7,871 53,917 SH   SOLE   53,917 0 0
TRANSUNION COM 89400J107 10,041 231,837 SH   SOLE   231,837 0 0
VISA INC COM CL A 92826C839 5,524 58,900 SH   SOLE   58,900 0 0
WPX ENERGY INC COM 98212B103 6,554 678,466 SH   SOLE   678,466 0 0