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 |
| BUNGE LIMITED | COM | G16962105 | 10,175 | 130,200 | SH | SOLE | 130,200 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 9,975 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 10,191 | 57,976 | SH | SOLE | 57,976 | 0 | 0 | ||
| GRUPO AEROPORTUARIO DEL SURE | SPON ADR SER B | 40051E202 | 7,784 | 42,100 | SH | SOLE | 42,100 | 0 | 0 | ||
| HCI GROUP INC | COM | 40416E103 | 7,458 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| MONEYGRAM INTL INC | COM NEW | 60935Y208 | 7,560 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 8,428 | 112,000 | SH | SOLE | 112,000 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 12,817 | 176,032 | SH | SOLE | 176,032 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 15,215 | 66,825 | SH | SOLE | 66,825 | 0 | 0 | ||