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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 118,890 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| ALLERGAN PLC | SHS | G0177J108 | 1,132,341 | 4,900,000 | SH | SOLE | 4,900,000 | 0 | 0 | ||
| ALLERGAN PLC | SHS | G0177J108 | 115,545 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 281,412 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| AMETEK INC NEW | COM | 031100100 | 124,821 | 2,700,000 | SH | SOLE | 2,700,000 | 0 | 0 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 250,192 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||
| APIGEE CORP | COM | 03765N108 | 38,695 | 3,166,551 | SH | SOLE | 3,166,551 | 0 | 0 | ||
| BAXTER INTL INC | COM | 071813109 | 2,346,998 | 51,901,767 | SH | SOLE | 51,901,767 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 331,528 | 1,450,000 | SH | SOLE | 1,450,000 | 0 | 0 | ||
| CHUBB LIMITED | COM | H1467J104 | 307,168 | 2,350,000 | SH | SOLE | 2,350,000 | 0 | 0 | ||
| CITIGROUP INC | *W EXP 01/04/201 | 172967226 | 1,176 | 20,000,000 | SH | SOLE | 20,000,000 | 0 | 0 | ||
| COCA COLA EUROPEAN PARTNERS | SHS | G25839104 | 96,363 | 2,700,000 | SH | SOLE | 2,700,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 330,800 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| DANAHER CORP DEL | COM | 235851102 | 388,850 | 3,850,000 | SH | SOLE | 3,850,000 | 0 | 0 | ||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 41,688 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| DOW CHEM CO | COM | 260543103 | 994,200 | 20,000,000 | SH | SOLE | 20,000,000 | 0 | 0 | ||
| E M C CORP MASS | COM | 268648102 | 163,020 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 12,435 | 6,248,987 | SH | SOLE | 6,248,987 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 428,550 | 3,750,000 | SH | SOLE | 3,750,000 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 49,444 | 355,100 | SH | SOLE | 355,100 | 0 | 0 | ||
| GREEN BRICK PARTNERS INC | COM | 392709101 | 58,764 | 8,083,022 | SH | SOLE | 8,083,022 | 0 | 0 | ||
| GRUPO SUPERVIELLE S A | SPONSORED ADR | 40054A108 | 57,555 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
| HARRIS CORP DEL | COM | 413875105 | 83,440 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 58,120 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 237,510 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| MARATHON OIL CORP | COM | 565849106 | 60,040 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 284,640 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| MOLSON COORS BREWING CO | CL B | 60871R209 | 101,130 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 206,820 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| NOMAD HLDGS LTD | USD ORD SHS | G6564A105 | 100,947 | 12,650,000 | SH | SOLE | 12,650,000 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 171,616 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 206,865 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 205,569 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| SHIRE PLC | SPONSORED ADR | 82481R106 | 174,876 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| SOTHEBYS | COM | 835898107 | 182,509 | 6,660,925 | SH | SOLE | 6,660,925 | 0 | 0 | ||
| TESORO CORP | COM | 881609101 | 48,698 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 298,233 | 1,131,000 | SH | SOLE | 1,131,000 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 117,788 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| WHITING PETE CORP NEW | COM | 966387102 | 75,932 | 8,200,000 | SH | SOLE | 8,200,000 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 207,300 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||