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 |
ALCOA CORP | COM | 013872106 | 86,000 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 385,749 | 455,000 | SH | SOLE | 455,000 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 190,187 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 318,465 | 13,500,000 | SH | SOLE | 13,500,000 | 0 | 0 | ||
BAXTER INTL INC | COM | 071813109 | 2,385,560 | 46,000,000 | SH | SOLE | 46,000,000 | 0 | 0 | ||
CELANESE CORP DEL | COM SER A | 150870103 | 112,312 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 261,856 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 486,210 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
DANAHER CORP DEL | COM | 235851102 | 265,143 | 3,100,000 | SH | SOLE | 3,100,000 | 0 | 0 | ||
DELL TECHNOLOGIES INC | COM CL V | 24703L103 | 160,200 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
DOW CHEM CO | COM | 260543103 | 997,578 | 15,700,000 | SH | SOLE | 15,700,000 | 0 | 0 | ||
ENERPLUS CORP | COM | 292766102 | 25,760 | 3,200,000 | SH | SOLE | 3,200,000 | 0 | 0 | ||
ENPHASE ENERGY INC | COM | 29355A107 | 8,561 | 6,248,987 | SH | SOLE | 6,248,987 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 426,150 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 234,000 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
GREEN BRICK PARTNERS INC | COM | 392709101 | 80,426 | 8,083,022 | SH | SOLE | 8,083,022 | 0 | 0 | ||
HALCON RES CORP | COM PAR NEW | 40537Q605 | 39,501 | 5,170,000 | SH | SOLE | 5,170,000 | 0 | 0 | ||
HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 142,200 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | ||
HONEYWELL INTL INC | COM | 438516106 | 171,696 | 1,375,000 | SH | SOLE | 1,375,000 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 103,070 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
HUMANA INC | COM | 444859102 | 190,680 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 329,400 | 3,750,000 | SH | SOLE | 3,750,000 | 0 | 0 | ||
KADMON HLDGS INC | COM | 48283N106 | 34,015 | 9,407,745 | SH | SOLE | 7,919,650 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 218,016 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
NOMAD HLDGS LTD | USD ORD SHS | G6564A105 | 80,150 | 7,000,000 | SH | SOLE | 7,000,000 | 0 | 0 | ||
PARSLEY ENERGY INC | CL A | 701877102 | 81,275 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 93,115 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 200,690 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
RICE ENERGY INC | COM | 762760106 | 118,500 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
RSP PERMIAN INC | COM | 74978Q105 | 82,860 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
S&P GLOBAL INC | COM | 78409V104 | 196,110 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 247,470 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 279,171 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 50,692 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||
SOTHEBYS | COM | 835898107 | 302,970 | 6,661,604 | SH | SOLE | 6,661,604 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 322,950 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 341,985 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 197,400 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 |