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 |
ALLERGAN PLC | SHS | G0177J108 | 456,313 | 1,909,900 | SH | SOLE | 1,909,900 | 0 | 0 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 81,488 | 1,590,000 | SH | SOLE | 1,590,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 258,749 | 305,200 | SH | SOLE | 305,200 | 0 | 0 | ||
AMAYA INC | COM | 02314M108 | 74,162 | 4,369,700 | SH | SOLE | 4,369,700 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 321,016 | 362,100 | SH | SOLE | 362,100 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 493,043 | 5,701,900 | SH | SOLE | 5,701,900 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 368,535 | 15,622,500 | SH | SOLE | 15,622,500 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 52,229 | 595,000 | SH | SOLE | 595,000 | 0 | 0 | ||
CDK GLOBAL INC | COM | 12508E101 | 330,647 | 5,086,100 | SH | SOLE | 5,086,100 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 329,546 | 1,006,800 | SH | SOLE | 1,006,800 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 237,294 | 3,966,800 | SH | SOLE | 3,966,800 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 157,664 | 3,780,000 | SH | SOLE | 3,780,000 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 225,162 | 4,837,000 | SH | SOLE | 4,837,000 | 0 | 0 | ||
DANAHER CORP DEL | COM | 235851102 | 150,533 | 1,760,000 | SH | SOLE | 1,760,000 | 0 | 0 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 109,306 | 2,620,000 | SH | SOLE | 2,620,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 398,109 | 2,802,600 | SH | SOLE | 2,802,600 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 238,881 | 1,577,500 | SH | SOLE | 1,577,500 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 105,671 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 138,026 | 1,980,000 | SH | SOLE | 1,980,000 | 0 | 0 | ||
HD SUPPLY HLDGS INC | COM | 40416M105 | 296,088 | 7,199,700 | SH | SOLE | 7,199,700 | 0 | 0 | ||
KRAFT HEINZ CO | COM | 500754106 | 151,199 | 1,665,000 | SH | SOLE | 1,665,000 | 0 | 0 | ||
LAMB WESTON HLDGS INC | COM | 513272104 | 75,708 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 193,176 | 5,513,000 | SH | SOLE | 5,513,000 | 0 | 0 | ||
LIBERTY GLOBAL PLC | LILAC SHS CL C | G5480U153 | 110,131 | 4,780,000 | SH | SOLE | 4,780,000 | 0 | 0 | ||
MACROGENICS INC | COM | 556099109 | 25,296 | 1,360,000 | SH | SOLE | 1,360,000 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 189,062 | 1,681,000 | SH | SOLE | 1,681,000 | 0 | 0 | ||
MEDICINES CO | COM | 584688105 | 53,790 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
MIDDLEBY CORP | COM | 596278101 | 31,387 | 230,024 | SH | SOLE | 230,024 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 297,320 | 5,335,000 | SH | SOLE | 5,335,000 | 0 | 0 | ||
OASIS PETE INC NEW | COM | 674215108 | 97,966 | 6,870,000 | SH | SOLE | 6,870,000 | 0 | 0 | ||
OCH ZIFF CAP MGMT GROUP | CL A | 67551U105 | 19,978 | 8,840,000 | SH | SOLE | 8,840,000 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 118,480 | 636,200 | SH | SOLE | 636,200 | 0 | 0 | ||
PLATFORM SPECIALTY PRODS COR | COM | 72766Q105 | 166,461 | 12,785,000 | SH | SOLE | 12,785,000 | 0 | 0 | ||
RANGE RES CORP | COM | 75281A109 | 59,364 | 2,040,000 | SH | SOLE | 2,040,000 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 165,946 | 3,800,000 | SH | SOLE | 3,800,000 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 306,110 | 1,390,400 | SH | SOLE | 1,390,400 | 0 | 0 | ||
TRANSUNION | COM | 89400J107 | 49,855 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 147,749 | 518,000 | SH | SOLE | 518,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 189,569 | 2,133,100 | SH | SOLE | 2,133,100 | 0 | 0 | ||
WELLS FARGO & CO NEW | COM | 949746101 | 310,048 | 5,570,400 | SH | SOLE | 5,570,400 | 0 | 0 | ||
WHITING PETE CORP NEW | COM | 966387102 | 110,677 | 11,699,500 | SH | SOLE | 11,699,500 | 0 | 0 |