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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 17,827 | 179,710 | SH | SOLE | 179,710 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 23,566 | 39,600 | SH | SOLE | 39,600 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 47,609 | 80,000 | SH | Call | SOLE | 80,000 | 0 | 0 | |
| BIO RAD LABS INC | CL A | 090572207 | 43,438 | 195,475 | SH | SOLE | 195,475 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 3,634 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 11,544 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ENVISION HEALTHCARE CORP | COM | 29414D100 | 5,809 | 129,227 | SH | SOLE | 129,227 | 0 | 0 | ||
| ENVISION HEALTHCARE CORP | COM | 29414D100 | 6,743 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
| LIBERTY INTERACTIVE CORP | LBT VEN COM A NE | 53071M856 | 2,878 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 14,666 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 2,033 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 27,039 | 665,000 | SH | Call | SOLE | 665,000 | 0 | 0 | |
| NORTHROP GRUMMAN CORP | COM | 666807102 | 28,772 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PINNACLE FOODS INC DEL | COM | 72348P104 | 30,300 | 530,000 | SH | Call | SOLE | 530,000 | 0 | 0 | |
| RPM INTL INC | COM | 749685103 | 25,776 | 502,074 | SH | SOLE | 502,074 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 47,463 | 132,564 | SH | SOLE | 132,564 | 0 | 0 | ||
| SUMMIT MATLS INC | CL A | 86614U100 | 34,317 | 1,071,401 | SH | SOLE | 1,071,401 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 60,185 | 235,418 | SH | SOLE | 235,418 | 0 | 0 | ||
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 32,287 | 291,033 | SH | SOLE | 291,033 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 29,939 | 1,121,306 | SH | SOLE | 1,121,306 | 0 | 0 | ||
| VANTIV INC | CL A | 92210H105 | 15,151 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 5,507 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| ZIMMER BIOMET HLDGS INC | COM | 98956P102 | 16,393 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||