The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AERCAP HOLDINGS NV | SHS | N00985106 | 10,144 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ALLERGAN PLC | SHS | G0177J108 | 10,771 | 64,000 | SH | SOLE | 64,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 8,432 | 8,172 | SH | SOLE | 8,172 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 28,135 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 12,134 | 83,480 | SH | SOLE | 83,480 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 11,839 | 38,040 | SH | SOLE | 38,040 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 10,842 | 160,619 | SH | SOLE | 160,619 | 0 | 0 | ||
| CITIZENS FINL GROUP INC | COM | 174610105 | 8,254 | 196,629 | SH | SOLE | 196,629 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 1,004 | 19,721 | SH | SOLE | 19,721 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 13,187 | 385,911 | SH | SOLE | 385,911 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 8,042 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| FIRSTENERGY CORP | COM | 337932107 | 301 | 8,836 | SH | SOLE | 8,836 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 12,150 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| FLEX LTD | ORD | Y2573F102 | 7,349 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| GRANITE PT MTG TR INC | COM | 38741L107 | 1,531 | 92,591 | SH | SOLE | 92,591 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 1,776 | 22,544 | SH | SOLE | 22,544 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 13,867 | 920,779 | SH | SOLE | 920,779 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 12,310 | 333,333 | SH | SOLE | 333,333 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 19,674 | 215,553 | SH | SOLE | 215,553 | 0 | 0 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 18,779 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 4,722 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 7,549 | 165,500 | SH | SOLE | 165,500 | 0 | 0 | ||
| PRAXAIR INC | COM | 74005P104 | 14,430 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 14,840 | 156,903 | SH | SOLE | 156,903 | 0 | 0 | ||
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 3,054 | 56,173 | SH | SOLE | 56,173 | 0 | 0 | ||
| VEREIT INC | COM | 92339V100 | 24,782 | 3,560,600 | SH | SOLE | 3,560,600 | 0 | 0 | ||