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 |
ADEPTUS HEALTH INC | CL A | 006855100 | 29,886 | 548,171 | SH | SOLE | 548,171 | 0 | 0 | ||
ALLERGAN PLC | SHS | G0177J108 | 162,384 | 519,628 | SH | SOLE | 519,628 | 0 | 0 | ||
AMAYA INC | COM | 02314M108 | 90,469 | 7,183,029 | SH | SOLE | 7,183,029 | 0 | 0 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | 60,207 | 2,259,157 | SH | SOLE | 2,259,157 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 96,109 | 5,710,591 | SH | SOLE | 5,710,591 | 0 | 0 | ||
CALIFORNIA RES CORP | COM | 13057Q107 | 6,404 | 2,748,671 | SH | SOLE | 2,748,671 | 0 | 0 | ||
DISCOVER FINL SVCS | COM | 254709108 | 38,128 | 711,078 | SH | SOLE | 711,078 | 0 | 0 | ||
FERRARI N V | COM | N3167J106 | 17,957 | 374,100 | SH | SOLE | 374,100 | 0 | 0 | ||
GNC HLDGS INC | COM CL A | 36191G107 | 160,468 | 5,173,039 | SH | SOLE | 5,173,039 | 0 | 0 | ||
HCA HOLDINGS INC | COM | 40412C101 | 102,831 | 1,520,491 | SH | SOLE | 1,520,491 | 0 | 0 | ||
IMS HEALTH HLDGS INC | COM | 44970B109 | 34,734 | 1,363,727 | SH | SOLE | 1,363,727 | 0 | 0 | ||
KAR AUCTION SVCS INC | COM | 48238T109 | 39,400 | 1,064,006 | SH | SOLE | 1,064,006 | 0 | 0 | ||
MASONITE INTL CORP NEW | COM | 575385109 | 44,589 | 728,224 | SH | SOLE | 728,224 | 0 | 0 | ||
SANTANDER CONSUMER USA HDG I | COM | 80283M101 | 56,683 | 3,576,226 | SH | SOLE | 3,576,226 | 0 | 0 | ||
SYNCHRONY FINL | COM | 87165B103 | 138,187 | 4,544,142 | SH | SOLE | 4,544,142 | 0 | 0 | ||
TYSON FOODS INC | CL A | 902494103 | 108,384 | 2,032,327 | SH | SOLE | 2,032,327 | 0 | 0 |