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 |
ACCELERATE DIAGNOSTICS INC | COM | 00430H102 | 8,300 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 29,995 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 44,200 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 7,198 | 25,000 | SH | Call | SOLE | 25,000 | 0 | 0 | |
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 71,980 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 30,662 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 15,924 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 28,763 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 24,766 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 44,442 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
POPULAR INC | COM NEW | 733174700 | 30,674 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
RESTORATION HARDWARE HLDGS I | COM | 761283100 | 12,280 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
VALVOLINE INC | COM | 92047W101 | 17,200 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 31,208 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 44,520 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | ||
ZOES KITCHEN INC | COM | 98979J109 | 15,354 | 640,000 | SH | SOLE | 640,000 | 0 | 0 | ||
ZTO EXPRESS CAYMAN INC | SPONSORED ADR | 98980A105 | 181 | 15,000 | SH | SOLE | 15,000 | 0 | 0 |