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
AMAZON COM INC COM 023135106 1,699,800 1,000 SH   SOLE   1,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 1,385,790 7,000 SH   SOLE   7,000 0 0
BARCLAYS PLC ADR 06738E204 911,326 90,860 SH   SOLE   90,860 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 3,279,750 75,000 SH   SOLE   75,000 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 2,581,440 24,000 SH   SOLE   24,000 0 0
CAL MAINE FOODS INC COM NEW 128030202 1,517,635 33,100 SH   SOLE   33,100 0 0
CENTENE CORP DEL COM 15135B101 18,382,932 149,200 SH   SOLE   149,200 0 0
CENTURYLINK INC COM 156700106 6,800,636 364,841 SH   SOLE   364,841 0 0
CHINA BIOLOGIC PRODS HLDGS I COM G21515104 860,794 8,666 SH   SOLE   8,666 0 0
CIGNA CORPORATION COM 125509109 7,307,850 43,000 SH   SOLE   43,000 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 1,075,944 211,800 SH   SOLE   211,800 0 0
CVS HEALTH CORP COM 126650100 4,549,802 70,704 SH   SOLE   70,704 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 10,027,391 202,410 SH   SOLE   202,410 0 0
DENTSPLY SIRONA INC COM 24906P109 3,991,255 91,187 SH   SOLE   91,187 0 0
ENTEGRIS INC COM 29362U104 1,898,400 56,000 SH   SOLE   56,000 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 1,959,500 50,000 SH   SOLE   50,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 7,236,584 93,726 SH   SOLE   93,726 0 0
FACEBOOK INC CL A 30303M102 2,914,800 15,000 SH   SOLE   15,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 5,766,430 116,895 SH   SOLE   116,895 0 0
GENERAL ELECTRIC CO COM 369604103 1,810,130 133,000 SH   SOLE   133,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 4,486,394 20,340 SH   SOLE   20,340 0 0
HCA HEALTHCARE INC COM 40412C101 8,204,922 79,970 SH   SOLE   79,970 0 0
ISHARES TR NASDAQ BIOTECH 464287556 3,843,700 35,000 SH   SOLE   35,000 0 0
LAZARD LTD SHS A G54050102 4,083,398 83,488 SH   SOLE   83,488 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,786,640 8,000 SH   SOLE   8,000 0 0
MOHAWK INDS INC COM 608190104 8,399,384 39,200 SH   SOLE   39,200 0 0
MOLINA HEALTHCARE INC COM 60855R100 2,771,702 28,300 SH   SOLE   28,300 0 0
MONGODB INC CL A 60937P106 4,268,180 86,000 SH   SOLE   86,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 4,986,900 30,000 SH   SOLE   30,000 0 0
RUSH ENTERPRISES INC CL A 781846209 4,771,800 110,000 SH   SOLE   110,000 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 2,767,253 58,160 SH   SOLE   58,160 0 0
SHERWIN WILLIAMS CO COM 824348106 3,260,560 8,000 SH   SOLE   8,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 3,509,390 81,500 SH   SOLE   81,500 0 0
STIFEL FINL CORP COM 860630102 2,408,725 46,100 SH   SOLE   46,100 0 0
SUMMIT MATLS INC CL A 86614U100 1,575,000 60,000 SH   SOLE   60,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,553,550 7,500 SH   SOLE   7,500 0 0
TOPBUILD CORP COM 89055F103 4,234,982 54,059 SH   SOLE   54,059 0 0
TRANSDIGM GROUP INC COM 893641100 31,171,664 90,316 SH   SOLE   90,316 0 0
UNITED CONTL HLDGS INC COM 910047109 15,674,119 224,783 SH   SOLE   224,783 0 0
VERSUM MATLS INC COM 92532W103 4,283,395 115,300 SH   SOLE   115,300 0 0
VULCAN MATLS CO COM 929160109 1,935,900 15,000 SH   SOLE   15,000 0 0
WABTEC CORP COM 929740108 5,274,030 53,500 SH   SOLE   53,500 0 0
ZAYO GROUP HLDGS INC COM 98919V105 3,611,520 99,000 SH   SOLE   99,000 0 0