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 227,932 217,825 SH   SOLE   217,825 0 0
ALTABA INC COM 021346101 52,774 755,536 SH   SOLE   755,536 0 0
ANTHEM INC COM 036752103 100,763 447,815 SH   SOLE   447,815 0 0
ARRIS INTL INC SHS G0551A103 111,964 4,358,259 SH   SOLE   4,358,259 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 124,863 1,950,986 SH   SOLE   1,950,986 0 0
AUTODESK INC COM 052769106 200,739 1,914,900 SH   SOLE   1,914,900 0 0
CBRE GROUP INC CL A 12504L109 140,982 3,255,193 SH   SOLE   3,255,193 0 0
CF INDS HLDGS INC COM 125269100 210,800 4,955,342 SH   SOLE   4,955,342 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 201,685 5,708,593 SH   SOLE   5,708,593 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 138,763 3,352,576 SH   SOLE   3,352,576 0 0
ELECTRONIC ARTS INC COM 285512109 22,125 210,593 SH   SOLE   210,593 0 0
ELLIE MAE INC COM 28849P100 228,733 2,558,531 SH   SOLE   2,558,531 0 0
EQUIFAX INC COM 294429105 207,941 1,763,408 SH   SOLE   1,763,408 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 132,857 1,872,013 SH   SOLE   1,872,013 0 0
IMPERVA INC COM 45321L100 114,547 2,885,315 SH   SOLE   2,885,315 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 376,893 5,341,454 SH   SOLE   5,341,454 0 0
INTERXION HOLDING N.V SHS N47279109 255,879 4,342,083 SH   SOLE   4,342,083 0 0
IQVIA HLDGS INC COM 46266C105 343,806 3,511,804 SH   SOLE   3,511,804 0 0
J ALEXANDERS HLDGS INC COM 46609J106 12,535 1,292,267 SH   SOLE   1,292,267 0 0
JACK IN THE BOX INC COM 466367109 84,133 857,533 SH   SOLE   857,533 0 0
LA QUINTA HLDGS INC COM 50420D108 177,171 9,597,541 SH   SOLE   9,597,541 0 0
LENNAR CORP CL A 526057104 471,547 7,456,472 SH   SOLE   7,456,472 0 0
LENNAR CORP CL A 526057104 232,723 3,680,000 SH Call SOLE   3,680,000 0 0
LENNAR CORP CL B 526057302 8,475 163,989 SH   SOLE   163,989 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 167,303 4,668,054 SH   SOLE   4,668,054 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 293,335 8,587,079 SH   SOLE   8,587,079 0 0
MGM RESORTS INTERNATIONAL COM 552953101 170,289 5,100,000 SH   SOLE   5,100,000 0 0
MICROSOFT CORP COM 594918104 193,139 2,257,882 SH   SOLE   2,257,882 0 0
MICROSTRATEGY INC CL A NEW 594972408 99,559 758,256 SH   SOLE   758,256 0 0
MONDELEZ INTL INC CL A 609207105 158,507 3,703,446 SH   SOLE   3,703,446 0 0
NEW RELIC INC COM 64829B100 180,823 3,130,056 SH   SOLE   3,130,056 0 0
PANDORA MEDIA INC COM 698354107 87,423 18,137,649 SH   SOLE   18,137,649 0 0
PAPA JOHNS INTL INC COM 698813102 31,872 568,026 SH   SOLE   568,026 0 0
PAYPAL HLDGS INC COM 70450Y103 55,715 756,790 SH   SOLE   756,790 0 0
PTC INC COM 69370C100 119,027 1,958,647 SH   SOLE   1,958,647 0 0
S&P GLOBAL INC COM 78409V104 67,477 398,332 SH   SOLE   398,332 0 0
US FOODS HLDG CORP COM 912008109 334,625 10,479,949 SH   SOLE   10,479,949 0 0
WENDYS CO COM 95058W100 191,792 11,680,400 SH   SOLE   11,680,400 0 0
YELP INC CL A 985817105 87,058 2,074,776 SH   SOLE   2,074,776 0 0
ZYNGA INC CL A 98986T108 140,448 35,112,095 SH   SOLE   35,112,095 0 0