The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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