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 |
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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 |
ALTICE USA INC | CL A | 02156K103 | 218,280 | 8,395,396 | SH | SOLE | 8,395,396 | 0 | 0 | ||
CARVANA CO | CL A | 146869102 | 37,920 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
COSTAR GROUP INC | COM | 22160N109 | 198,759 | 234,245 | SH | SOLE | 234,245 | 0 | 0 | ||
COUPA SOFTWARE INC | COM | 22266L106 | 61,109 | 222,832 | SH | SOLE | 222,832 | 0 | 0 | ||
F M C CORP | COM NEW | 302491303 | 128,355 | 1,211,926 | SH | SOLE | 1,211,926 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 189,440 | 2,220,350 | SH | SOLE | 2,220,350 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 139,884 | 2,270,110 | SH | SOLE | 2,270,110 | 0 | 0 | ||
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 281,285 | 4,891,071 | SH | SOLE | 4,891,071 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 38,045 | 80,074 | SH | SOLE | 80,074 | 0 | 0 |