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 |
|
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 |
AIR PRODS & CHEMS INC | COM | 009158106 | 226,838 | 1,597,000 | SH | SOLE | 1,597,000 | 0 | 0 | ||
ALLEGION PUB LTD CO | ORD SHS | G0176J109 | 159,967 | 2,304,000 | SH | SOLE | 2,304,000 | 0 | 0 | ||
ALLERGAN PLC | SHS | G0177J108 | 161,971 | 700,900 | SH | SOLE | 700,900 | 0 | 0 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 73,247 | 1,320,000 | SH | SOLE | 1,320,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 196,074 | 278,700 | SH | SOLE | 278,700 | 0 | 0 | ||
AMAYA INC | COM | 02314M108 | 20,042 | 1,011,200 | SH | SOLE | 1,011,200 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 245,458 | 343,000 | SH | SOLE | 343,000 | 0 | 0 | ||
AMBARELLA INC | SHS | G037AX101 | 50,708 | 998,000 | SH | SOLE | 998,000 | 0 | 0 | ||
AMERICAN INTL GROUP INC | *W EXP 01/19/202 | 026874156 | 21,494 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 542,153 | 10,013,900 | SH | SOLE | 10,013,900 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 62,240 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
CANADIAN PAC RY LTD | COM | 13645T100 | 217,797 | 1,691,100 | SH | SOLE | 1,691,100 | 0 | 0 | ||
CDK GLOBAL INC | COM | 12508E101 | 341,707 | 6,158,000 | SH | SOLE | 6,158,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 425,814 | 1,862,376 | SH | SOLE | 1,862,376 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 128,797 | 3,430,000 | SH | SOLE | 3,430,000 | 0 | 0 | ||
CHESAPEAKE ENERGY CORP | COM | 165167107 | 36,808 | 8,600,000 | SH | SOLE | 8,600,000 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 117,293 | 3,780,000 | SH | SOLE | 3,780,000 | 0 | 0 | ||
CONSOL ENERGY INC | COM | 20854P109 | 54,223 | 3,370,000 | SH | SOLE | 3,370,000 | 0 | 0 | ||
DANAHER CORP DEL | COM | 235851102 | 234,189 | 2,318,700 | SH | SOLE | 2,318,700 | 0 | 0 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 33,350 | 920,000 | SH | SOLE | 920,000 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 165,957 | 1,761,000 | SH | SOLE | 1,761,000 | 0 | 0 | ||
ENCANA CORP | COM | 292505104 | 33,419 | 4,290,000 | SH | SOLE | 4,290,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 343,594 | 3,006,600 | SH | SOLE | 3,006,600 | 0 | 0 | ||
FITBIT INC | CL A | 33812L102 | 12,648 | 1,035,000 | SH | SOLE | 1,035,000 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 255,874 | 1,787,700 | SH | SOLE | 1,787,700 | 0 | 0 | ||
GCP APPLIED TECHNOLOGIES INC | COM | 36164Y101 | 20,441 | 785,000 | SH | SOLE | 785,000 | 0 | 0 | ||
GOPRO INC | CL A | 38268T103 | 12,161 | 1,125,000 | SH | SOLE | 1,125,000 | 0 | 0 | ||
GULFPORT ENERGY CORP | COM NEW | 402635304 | 48,922 | 1,565,000 | SH | SOLE | 1,565,000 | 0 | 0 | ||
HD SUPPLY HLDGS INC | COM | 40416M105 | 288,546 | 8,286,800 | SH | SOLE | 8,286,800 | 0 | 0 | ||
IHS INC | CL A | 451734107 | 189,323 | 1,637,600 | SH | SOLE | 1,637,600 | 0 | 0 | ||
ITAU UNIBANCO HLDG SA | SPON ADR REP PFD | 465562106 | 35,070 | 3,715,000 | SH | SOLE | 3,715,000 | 0 | 0 | ||
KRAFT HEINZ CO | COM | 500754106 | 199,965 | 2,260,000 | SH | SOLE | 2,260,000 | 0 | 0 | ||
LIBERTY GLOBAL PLC | LILAC SHS CL C | G5480U153 | 130,361 | 4,012,356 | SH | SOLE | 4,012,356 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 157,947 | 5,513,000 | SH | SOLE | 5,513,000 | 0 | 0 | ||
MACROGENICS INC | COM | 556099109 | 36,706 | 1,360,000 | SH | SOLE | 1,360,000 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 147,729 | 1,677,600 | SH | SOLE | 1,677,600 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 132,189 | 1,445,000 | SH | SOLE | 1,445,000 | 0 | 0 | ||
OASIS PETE INC NEW | COM | 674215108 | 42,497 | 4,550,000 | SH | SOLE | 4,550,000 | 0 | 0 | ||
OCH ZIFF CAP MGMT GROUP | CL A | 67551U105 | 33,592 | 8,840,000 | SH | SOLE | 8,840,000 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 34,022 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
PLATFORM SPECIALTY PRODS COR | COM | 72766Q105 | 113,531 | 12,785,000 | SH | SOLE | 12,785,000 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 185,951 | 148,950 | SH | SOLE | 148,950 | 0 | 0 | ||
RANGE RES CORP | COM | 75281A109 | 106,556 | 2,470,000 | SH | SOLE | 2,470,000 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 169,304 | 4,852,500 | SH | SOLE | 4,852,500 | 0 | 0 | ||
SOUTHWESTERN ENERGY CO | COM | 845467109 | 103,156 | 8,200,000 | SH | SOLE | 8,200,000 | 0 | 0 | ||
TESLA MTRS INC | COM | 88160R101 | 40,596 | 191,237 | SH | SOLE | 191,237 | 0 | 0 | ||
TEVA PHARMACEUTICAL INDS LTD | ADR | 881624209 | 71,075 | 1,415,000 | SH | SOLE | 1,415,000 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 278,457 | 1,056,000 | SH | SOLE | 1,056,000 | 0 | 0 | ||
TRANSUNION | COM | 89400J107 | 87,613 | 2,620,000 | SH | SOLE | 2,620,000 | 0 | 0 | ||
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 257,442 | 1,056,650 | SH | SOLE | 1,056,650 | 0 | 0 | ||
VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 63,040 | 2,275,000 | SH | SOLE | 2,275,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 178,253 | 2,403,300 | SH | SOLE | 2,403,300 | 0 | 0 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 139,977 | 1,681,000 | SH | SOLE | 1,681,000 | 0 | 0 | ||
WILLIAMS COS INC DEL | COM | 969457100 | 33,635 | 1,555,000 | SH | SOLE | 1,555,000 | 0 | 0 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 231,270 | 3,159,000 | SH | SOLE | 3,159,000 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 19,591 | 540,000 | SH | SOLE | 540,000 | 0 | 0 |