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 |
ALPHABET INC | CAP STK CL C | 02079k107 | 202,313 | 266,594 | SH | SOLE | 266,594 | 0 | 0 | ||
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 111,688 | 893,500 | SH | SOLE | 893,500 | 0 | 0 | ||
BALL CORP | COM | 058498106 | 85,094 | 1,170,000 | SH | SOLE | 1,170,000 | 0 | 0 | ||
BIOGEN INC | COM | 09062x103 | 34,464 | 112,500 | SH | SOLE | 112,500 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 71,729 | 3,609,900 | SH | SOLE | 3,609,900 | 0 | 0 | ||
BUNGE LIMITED | COM | G16962105 | 56,536 | 828,000 | SH | SOLE | 828,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 70,640 | 385,800 | SH | SOLE | 385,800 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 169,290 | 1,188,500 | SH | SOLE | 1,188,500 | 0 | 0 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 162,232 | 1,876,600 | SH | SOLE | 1,876,600 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 119,907 | 1,552,800 | SH | SOLE | 1,552,800 | 0 | 0 | ||
EBAY INC | COM | 278642103 | 99,927 | 3,636,360 | SH | SOLE | 3,636,360 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 34,000 | 336,000 | SH | SOLE | 336,000 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 154,474 | 602,800 | SH | SOLE | 602,800 | 0 | 0 | ||
MAGNA INTL INC | COM | 559222401 | 53,742 | 1,325,000 | SH | SOLE | 1,325,000 | 0 | 0 | ||
MOLSON COORS BREWING CO | CL B | 60871R209 | 68,749 | 732,000 | SH | SOLE | 732,000 | 0 | 0 | ||
NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 5,924 | 101,100 | SH | SOLE | 101,100 | 0 | 0 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 30,270 | 1,424,040 | SH | SOLE | 1,424,040 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 125,018 | 3,453,533 | SH | SOLE | 3,453,533 | 0 | 0 | ||
PENN NATL GAMING INC | COM | 707569109 | 55,381 | 3,457,000 | SH | SOLE | 3,457,000 | 0 | 0 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | v7780t103 | 14,877 | 146,995 | SH | SOLE | 146,995 | 0 | 0 | ||
SIGNET JEWELERS LIMITED | SHS | G81276100 | 50,948 | 411,900 | SH | SOLE | 411,900 | 0 | 0 | ||
SIRIUS XM HLDGS INC | COM | 82968b103 | 115,283 | 28,325,076 | SH | SOLE | 28,325,076 | 0 | 0 | ||
TIME WARNER CABLE INC | COM | 88732J207 | 76,519 | 412,300 | SH | SOLE | 412,300 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 39,110 | 1,440,000 | SH | SOLE | 1,440,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 106,872 | 1,378,100 | SH | SOLE | 1,378,100 | 0 | 0 |