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 | 16,456 | 680,000 | SH | SOLE | 680,000 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 47,180 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 21,276 | 65,000 | SH | Call | SOLE | 65,000 | 0 | 0 | |
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 52,371 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 14,586 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 56,820 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 26,500 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
IAC INTERACTIVECORP | COM | 44919P508 | 32,437 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
LAMB WESTON HLDGS INC | COM | 513272104 | 42,060 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 25,920 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
MINDBODY INC | COM CL A | 60255W105 | 2,882 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 27,233 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
SERVICE CORP INTL | COM | 817565104 | 40,144 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 23,190 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
TURQUOISE HILL RES LTD | COM | 900435108 | 7,215 | 2,350,000 | SH | SOLE | 2,350,000 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 38,380 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 26,661 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 44,864 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 |