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
ALTABA INC COM 021346101 19,440 356,821 SH   SOLE   356,821 0 0
ANTHEM INC COM 036752103 142,765 758,863 SH   SOLE   758,863 0 0
ARRIS INTL INC SHS G0551A103 256,542 9,155,692 SH   SOLE   9,155,692 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 110,363 1,951,607 SH   SOLE   1,951,607 0 0
AUTODESK INC COM 052769106 193,807 1,922,305 SH   SOLE   1,922,305 0 0
BAIDU INC SPON ADR REP A 056752108 49,730 278,038 SH   SOLE   278,038 0 0
BERRY GLOBAL GROUP INC COM 08579W103 158,731 2,784,270 SH   SOLE   2,784,270 0 0
CANADIAN PAC RY LTD COM 13645T100 123,985 771,000 SH   SOLE   771,000 0 0
CBRE GROUP INC CL A 12504L109 145,519 3,997,765 SH   SOLE   3,997,765 0 0
CF INDS HLDGS INC COM 125269100 143,173 5,120,652 SH   SOLE   5,120,652 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 45,762 1,125,196 SH   SOLE   1,125,196 0 0
CONSTELLATION BRANDS INC CL A 21036P108 167,094 862,510 SH   SOLE   862,510 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 110,043 3,078,120 SH   SOLE   3,078,120 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 69,980 1,400,997 SH   SOLE   1,400,997 0 0
DUNKIN BRANDS GROUP INC COM 265504100 137,307 2,491,048 SH   SOLE   2,491,048 0 0
EXPEDIA INC DEL COM NEW 30212P303 197,950 1,328,971 SH   SOLE   1,328,971 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 196,383 4,380,622 SH   SOLE   4,380,622 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 54,161 3,427,924 SH   SOLE   3,427,924 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 75,918 3,141,000 SH   SOLE   3,141,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 110,391 1,743,388 SH   SOLE   1,743,388 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 31,754 513,399 SH   SOLE   513,399 0 0
IMPERVA INC COM 45321L100 156,836 3,277,649 SH   SOLE   3,277,649 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 344,099 5,219,942 SH   SOLE   5,219,942 0 0
INTERXION HOLDING N.V SHS N47279109 217,513 4,751,259 SH   SOLE   4,751,259 0 0
J ALEXANDERS HLDGS INC COM 46609J106 16,062 1,311,194 SH   SOLE   1,311,194 0 0
KAR AUCTION SVCS INC COM 48238T109 113,716 2,709,463 SH   SOLE   2,709,463 0 0
LA QUINTA HLDGS INC COM 50420D108 168,158 11,385,116 SH   SOLE   11,385,116 0 0
LENNAR CORP CL A 526057104 472,230 8,856,536 SH   SOLE   8,856,536 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 150,444 4,683,801 SH   SOLE   4,683,801 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 147,011 4,014,510 SH   SOLE   4,014,510 0 0
MATTEL INC COM 577081102 34,879 1,620,000 SH   SOLE   1,620,000 0 0
MICROSOFT CORP COM 594918104 169,981 2,466,000 SH   SOLE   2,466,000 0 0
MICROSTRATEGY INC CL A NEW 594972408 149,109 777,949 SH   SOLE   777,949 0 0
MOLSON COORS BREWING CO CL B 60871R209 58,458 677,073 SH   SOLE   677,073 0 0
PANDORA MEDIA INC COM 698354107 65,116 7,300,000 SH   SOLE   7,300,000 0 0
PTC INC COM 69370C100 119,655 2,170,813 SH   SOLE   2,170,813 0 0
REXNORD CORP NEW COM 76169B102 177,638 7,640,335 SH   SOLE   7,640,335 0 0
S&P GLOBAL INC COM 78409V104 64,817 443,980 SH   SOLE   443,980 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 34,372 1,426,210 SH   SOLE   1,426,210 0 0
TRIPADVISOR INC COM 896945201 100,019 2,618,311 SH   SOLE   2,618,311 0 0
US FOODS HLDG CORP COM 912008109 206,033 7,569,178 SH   SOLE   7,569,178 0 0
WENDYS CO COM 95058W100 118,124 7,615,968 SH   SOLE   7,615,968 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 74,146 3,639,974 SH   SOLE   3,639,974 0 0
ZYNGA INC CL A 98986T108 175,945 48,336,423 SH   SOLE   48,336,423 0 0