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 |
AIR PRODS & CHEMS INC | COM | 009158106 | 229,745 | 1,594,900 | SH | SOLE | 1,594,900 | 0 | 0 | ||
ALLEGION PUB LTD CO | ORD SHS | G0176J109 | 146,788 | 2,304,000 | SH | SOLE | 2,304,000 | 0 | 0 | ||
ALLERGAN PLC | SHS | G0177J108 | 402,769 | 1,502,700 | SH | SOLE | 1,502,700 | 0 | 0 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 67,478 | 1,075,000 | SH | SOLE | 1,075,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 212,315 | 278,300 | SH | SOLE | 278,300 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 138,318 | 233,000 | SH | SOLE | 233,000 | 0 | 0 | ||
AMBARELLA INC | SHS | G037AX101 | 44,611 | 998,000 | SH | SOLE | 998,000 | 0 | 0 | ||
AMERICAN INTL GROUP INC | *W EXP 01/19/202 | 026874156 | 21,505 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 211,441 | 1,940,000 | SH | SOLE | 1,940,000 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 272,475 | 2,500,000 | SH | Call | SOLE | 2,500,000 | 0 | 0 | |
AUTODESK INC | COM | 052769106 | 581,397 | 9,970,800 | SH | SOLE | 9,970,800 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 82,480 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
CANADIAN PAC RY LTD | COM | 13645T100 | 203,281 | 1,532,000 | SH | SOLE | 1,532,000 | 0 | 0 | ||
CDK GLOBAL INC | COM | 12508E101 | 285,426 | 6,131,600 | SH | SOLE | 6,131,600 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 446,257 | 2,204,500 | SH | SOLE | 2,204,500 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 177,844 | 5,257,000 | SH | SOLE | 5,257,000 | 0 | 0 | ||
CHESAPEAKE ENERGY CORP | COM | 165167107 | 29,087 | 7,060,000 | SH | SOLE | 7,060,000 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 105,538 | 3,780,000 | SH | SOLE | 3,780,000 | 0 | 0 | ||
CONSOL ENERGY INC | COM | 20854P109 | 38,047 | 3,370,000 | SH | SOLE | 3,370,000 | 0 | 0 | ||
DANAHER CORP DEL | COM | 235851102 | 219,003 | 2,308,700 | SH | SOLE | 2,308,700 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 145,212 | 1,761,000 | SH | SOLE | 1,761,000 | 0 | 0 | ||
ENCANA CORP | COM | 292505104 | 26,126 | 4,290,000 | SH | SOLE | 4,290,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 359,483 | 3,150,600 | SH | SOLE | 3,150,600 | 0 | 0 | ||
FITBIT INC | CL A | 33812L102 | 15,680 | 1,035,000 | SH | SOLE | 1,035,000 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 293,722 | 1,974,600 | SH | SOLE | 1,974,600 | 0 | 0 | ||
GCP APPLIED TECHNOLOGIES INC | COM | 36164Y101 | 31,406 | 1,575,000 | SH | SOLE | 1,575,000 | 0 | 0 | ||
GOPRO INC | CL A | 38268T103 | 13,455 | 1,125,000 | SH | SOLE | 1,125,000 | 0 | 0 | ||
GULFPORT ENERGY CORP | COM NEW | 402635304 | 26,215 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
HD SUPPLY HLDGS INC | COM | 40416M105 | 272,864 | 8,251,100 | SH | SOLE | 8,251,100 | 0 | 0 | ||
IHS INC | CL A | 451734107 | 242,008 | 1,949,160 | SH | SOLE | 1,949,160 | 0 | 0 | ||
KRAFT HEINZ CO | COM | 500754106 | 177,546 | 2,260,000 | SH | SOLE | 2,260,000 | 0 | 0 | ||
LIBERTY GLOBAL PLC | LILAC SHS CL C | G5480U153 | 128,792 | 3,400,000 | SH | SOLE | 3,400,000 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 184,344 | 4,908,000 | SH | SOLE | 4,908,000 | 0 | 0 | ||
MACROGENICS INC | COM | 556099109 | 25,500 | 1,360,000 | SH | SOLE | 1,360,000 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 157,853 | 1,670,400 | SH | SOLE | 1,670,400 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 147,722 | 1,445,000 | SH | SOLE | 1,445,000 | 0 | 0 | ||
OASIS PETE INC NEW | COM | 674215108 | 33,124 | 4,550,000 | SH | SOLE | 4,550,000 | 0 | 0 | ||
PBF ENERGY INC | CL A | 69318G106 | 37,516 | 1,130,000 | SH | SOLE | 1,130,000 | 0 | 0 | ||
PLATFORM SPECIALTY PRODS COR | COM | 72766Q105 | 109,951 | 12,785,000 | SH | SOLE | 12,785,000 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 208,554 | 161,800 | SH | SOLE | 161,800 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 188,471 | 4,852,500 | SH | SOLE | 4,852,500 | 0 | 0 | ||
SOUTHWESTERN ENERGY CO | COM | 845467109 | 66,174 | 8,200,000 | SH | SOLE | 8,200,000 | 0 | 0 | ||
TEVA PHARMACEUTICAL INDS LTD | ADR | 881624209 | 213,414 | 3,988,300 | SH | SOLE | 3,988,300 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 232,216 | 1,053,900 | SH | SOLE | 1,053,900 | 0 | 0 | ||
TRANSUNION | COM | 89400J107 | 72,338 | 2,620,000 | SH | SOLE | 2,620,000 | 0 | 0 | ||
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 198,196 | 1,023,000 | SH | SOLE | 1,023,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 183,017 | 2,393,000 | SH | SOLE | 2,393,000 | 0 | 0 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 202,681 | 2,406,000 | SH | SOLE | 2,406,000 | 0 | 0 | ||
WILLIAMS COS INC DEL | COM | 969457100 | 91,519 | 5,695,000 | SH | SOLE | 5,695,000 | 0 | 0 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 223,890 | 3,145,400 | SH | SOLE | 3,145,400 | 0 | 0 |