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 |
ADIENT PLC | ORD SHS | G0084W101 | 154,316 | 2,360,300 | SH | SOLE | 2,360,300 | 0 | 0 | ||
ALLERGAN PLC | SHS | G0177J108 | 349,563 | 1,438,000 | SH | SOLE | 1,438,000 | 0 | 0 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 109,806 | 1,376,700 | SH | SOLE | 1,376,700 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 174,315 | 187,500 | SH | SOLE | 187,500 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 114,611 | 118,400 | SH | SOLE | 118,400 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 100,870 | 1,000,500 | SH | SOLE | 1,000,500 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 339,710 | 14,002,900 | SH | SOLE | 14,002,900 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 51,204 | 563,800 | SH | SOLE | 563,800 | 0 | 0 | ||
CDK GLOBAL INC | COM | 12508E101 | 241,879 | 3,897,500 | SH | SOLE | 3,897,500 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 267,223 | 793,300 | SH | SOLE | 793,300 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 216,885 | 3,242,900 | SH | SOLE | 3,242,900 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 252,138 | 4,621,300 | SH | SOLE | 4,621,300 | 0 | 0 | ||
DANAHER CORP DEL | COM | 235851102 | 125,547 | 1,487,700 | SH | SOLE | 1,487,700 | 0 | 0 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 43,908 | 1,373,400 | SH | SOLE | 1,373,400 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 297,763 | 1,972,200 | SH | SOLE | 1,972,200 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 175,100 | 1,214,200 | SH | SOLE | 1,214,200 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 96,726 | 435,900 | SH | SOLE | 435,900 | 0 | 0 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 96,882 | 1,345,400 | SH | SOLE | 1,345,400 | 0 | 0 | ||
HD SUPPLY HLDGS INC | COM | 40416M105 | 211,163 | 6,894,000 | SH | SOLE | 6,894,000 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 208,090 | 5,305,700 | SH | SOLE | 5,305,700 | 0 | 0 | ||
KRAFT HEINZ CO | COM | 500754106 | 112,796 | 1,317,100 | SH | SOLE | 1,317,100 | 0 | 0 | ||
LAMB WESTON HLDGS INC | COM | 513272104 | 112,042 | 2,544,100 | SH | SOLE | 2,544,100 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 10,935 | 350,700 | SH | SOLE | 350,700 | 0 | 0 | ||
LIBERTY GLOBAL PLC | LILAC SHS CL C | G5480U153 | 96,970 | 4,529,200 | SH | SOLE | 4,529,200 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 107,192 | 882,600 | SH | SOLE | 882,600 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 53,700 | 1,716,216 | SH | SOLE | 1,716,216 | 0 | 0 | ||
OASIS PETE INC NEW | COM | 674215108 | 29,325 | 3,642,900 | SH | SOLE | 3,642,900 | 0 | 0 | ||
OCH ZIFF CAP MGMT GROUP | CL A | 67551U105 | 21,443 | 8,376,100 | SH | SOLE | 8,376,100 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 126,451 | 792,400 | SH | SOLE | 792,400 | 0 | 0 | ||
PLATFORM SPECIALTY PRODS COR | COM | 72766Q105 | 135,824 | 10,711,700 | SH | SOLE | 10,711,700 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 56,067 | 29,974 | SH | SOLE | 29,974 | 0 | 0 | ||
RANGE RES CORP | COM | 75281A109 | 44,018 | 1,899,800 | SH | SOLE | 1,899,800 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 188,502 | 4,412,500 | SH | SOLE | 4,412,500 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 281,426 | 1,046,700 | SH | SOLE | 1,046,700 | 0 | 0 | ||
TRANSUNION | COM | 89400J107 | 66,888 | 1,544,400 | SH | SOLE | 1,544,400 | 0 | 0 | ||
ULTRA PETROLEUM CORP | COM NEW | 903914208 | 102,721 | 9,467,328 | SH | SOLE | 9,467,328 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 191,114 | 2,037,900 | SH | SOLE | 2,037,900 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 56,822 | 739,100 | SH | SOLE | 739,100 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 197,825 | 3,570,200 | SH | SOLE | 3,570,200 | 0 | 0 | ||
WHITING PETE CORP NEW | COM | 966387102 | 30,106 | 5,463,900 | SH | SOLE | 5,463,900 | 0 | 0 | ||
ZTO EXPRESS CAYMAN INC | SPONSORED ADR | 98980A105 | 65,872 | 4,718,600 | SH | SOLE | 4,718,600 | 0 | 0 |