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 | 164,620 | 1,960,000 | SH | SOLE | 1,960,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 31,951 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
ALLERGAN PLC | SHS | G0177J108 | 263,090 | 1,283,680 | SH | SOLE | 1,283,680 | 0 | 0 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 179,983 | 1,531,899 | SH | SOLE | 1,531,899 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 58,423 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 55,758 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 320,041 | 12,629,880 | SH | SOLE | 12,629,880 | 0 | 0 | ||
CDK GLOBAL INC | COM | 12508E101 | 248,744 | 3,942,690 | SH | SOLE | 3,942,690 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 317,077 | 872,480 | SH | SOLE | 872,480 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 272,939 | 3,752,250 | SH | SOLE | 3,752,250 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 198,350 | 3,655,540 | SH | SOLE | 3,655,540 | 0 | 0 | ||
DANAHER CORP DEL | COM | 235851102 | 96,477 | 1,124,700 | SH | SOLE | 1,124,700 | 0 | 0 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 49,129 | 1,338,300 | SH | SOLE | 1,338,300 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 320,450 | 1,875,400 | SH | SOLE | 1,875,400 | 0 | 0 | ||
GNC HLDGS INC | COM CL A | 36191G107 | 21,340 | 2,414,000 | SH | SOLE | 2,414,000 | 0 | 0 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 94,596 | 1,311,100 | SH | SOLE | 1,311,100 | 0 | 0 | ||
HD SUPPLY HLDGS INC | COM | 40416M105 | 245,073 | 6,794,370 | SH | SOLE | 6,794,370 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 194,242 | 5,084,870 | SH | SOLE | 5,084,870 | 0 | 0 | ||
KRAFT HEINZ CO | COM | 500754106 | 99,535 | 1,283,500 | SH | SOLE | 1,283,500 | 0 | 0 | ||
LAMB WESTON HLDGS INC | COM | 513272104 | 116,250 | 2,479,200 | SH | SOLE | 2,479,200 | 0 | 0 | ||
LIBERTY GLOBAL PLC | LILAC SHS CL C | G5480U153 | 102,837 | 4,413,600 | SH | SOLE | 4,413,600 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 95,758 | 678,170 | SH | SOLE | 678,170 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 54,504 | 1,672,416 | SH | SOLE | 1,672,416 | 0 | 0 | ||
OASIS PETE INC NEW | COM | 674215108 | 32,375 | 3,549,900 | SH | SOLE | 3,549,900 | 0 | 0 | ||
OCH ZIFF CAP MGMT GROUP | CL A | 67551U105 | 26,283 | 8,162,300 | SH | SOLE | 8,162,300 | 0 | 0 | ||
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 88,302 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 161,798 | 1,096,640 | SH | SOLE | 1,096,640 | 0 | 0 | ||
PLATFORM SPECIALTY PRODS COR | COM | 72766Q105 | 104,085 | 9,335,000 | SH | SOLE | 9,335,000 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 180,336 | 98,500 | SH | SOLE | 98,500 | 0 | 0 | ||
RANGE RES CORP | COM | 75281A109 | 36,230 | 1,851,300 | SH | SOLE | 1,851,300 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 213,201 | 4,435,210 | SH | SOLE | 4,435,210 | 0 | 0 | ||
SOCIAL CAP HEDOSOPHIA HLDGS | CL A | G8250R103 | 10,550 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 211,292 | 826,490 | SH | SOLE | 826,490 | 0 | 0 | ||
TRANSUNION | COM | 89400J107 | 56,003 | 1,185,000 | SH | SOLE | 1,185,000 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 244,296 | 1,080,669 | SH | SOLE | 1,080,669 | 0 | 0 | ||
ULTRA PETROLEUM CORP | COM NEW | 903914208 | 81,720 | 9,425,628 | SH | SOLE | 9,425,628 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 355,709 | 3,379,980 | SH | SOLE | 3,379,980 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 73,479 | 1,090,200 | SH | SOLE | 1,090,200 | 0 | 0 | ||
WHITING PETE CORP NEW | COM | 966387102 | 29,433 | 5,390,590 | SH | SOLE | 5,390,590 | 0 | 0 | ||
ZTO EXPRESS CAYMAN INC | SPONSORED ADR | 98980A105 | 64,557 | 4,598,100 | SH | SOLE | 4,598,100 | 0 | 0 |