The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 287,084 | 9,293,749 | SH | SOLE | 9,293,749 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 510,522 | 6,209,219 | SH | SOLE | 6,209,219 | 0 | 0 | ||
| ALLERGAN PLC | SHS | G0177J108 | 708,787 | 2,607,655 | SH | SOLE | 2,607,655 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 991,532 | 1,937,002 | SH | SOLE | 1,937,002 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 74 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 318,759 | 4,300,000 | SH | Call | SOLE | 4,300,000 | 0 | 0 | |
| ARISTA NETWORKS INC | COM | 040413106 | 133,145 | 2,175,925 | SH | SOLE | 2,175,925 | 0 | 0 | ||
| BARCLAYS BK PLC | IPATH S&P500 VIX | 06742E711 | 140,965 | 5,500,000 | SH | Put | SOLE | 5,500,000 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 1,151,863 | 6,550,257 | SH | SOLE | 6,550,257 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 536,343 | 3,050,000 | SH | Call | SOLE | 3,050,000 | 0 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 591,278 | 12,241,775 | SH | SOLE | 12,241,775 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 586,510 | 4,684,214 | SH | SOLE | 4,684,214 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 35,809 | 1,331,200 | SH | Call | SOLE | 1,331,200 | 0 | 0 | |
| DAVITA HEALTHCARE PARTNERS I | COM | 23918K108 | 572,781 | 7,918,998 | SH | SOLE | 7,918,998 | 0 | 0 | ||
| DIAGEO P L C | SPON ADR NEW | 25243Q205 | 307,202 | 2,850,000 | SH | Call | SOLE | 2,850,000 | 0 | 0 | |
| DIAGEO P L C | SPON ADR NEW | 25243Q205 | 108 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 342,592 | 5,139,395 | SH | SOLE | 5,139,395 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 595,022 | 8,782,612 | SH | SOLE | 8,782,612 | 0 | 0 | ||
| ENDO INTL PLC | SHS | G30401106 | 267,396 | 3,859,641 | SH | SOLE | 3,859,641 | 0 | 0 | ||
| EQUINIX INC | COM PAR $0.001 | 29444U700 | 724,722 | 2,650,775 | SH | SOLE | 2,650,775 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 128,774 | 1,094,269 | SH | SOLE | 1,094,269 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 962,133 | 10,702,259 | SH | SOLE | 10,702,259 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 230,985 | 6,512,113 | SH | SOLE | 6,512,113 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 67,925 | 1,915,000 | SH | Call | SOLE | 1,915,000 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 885,475 | 6,434,203 | SH | SOLE | 6,434,203 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 125,739 | 1,351,301 | SH | SOLE | 1,351,301 | 0 | 0 | ||
| HANESBRANDS INC | COM | 410345102 | 222,539 | 7,689,684 | SH | SOLE | 7,689,684 | 0 | 0 | ||
| HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 326,788 | 5,349,293 | SH | SOLE | 5,349,293 | 0 | 0 | ||
| HORIZON PHARMA PLC | SHS | G4617B105 | 309,212 | 15,600,988 | SH | SOLE | 15,600,988 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 634,664 | 3,609,735 | SH | SOLE | 3,609,735 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 1,133,506 | 43,495,999 | SH | SOLE | 43,495,999 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 127,094 | 1,398,480 | SH | SOLE | 1,398,480 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 751,952 | 8,343,895 | SH | SOLE | 8,343,895 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,121,505 | 25,339,024 | SH | SOLE | 25,339,024 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 34,328 | 775,600 | SH | Call | SOLE | 775,600 | 0 | 0 | |
| MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 290,802 | 6,394,066 | SH | SOLE | 6,394,066 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 358,390 | 1,971,450 | SH | SOLE | 1,971,450 | 0 | 0 | ||
| MOLSON COORS BREWING CO | CL B | 60871R209 | 161,441 | 1,944,601 | SH | SOLE | 1,944,601 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 701,034 | 5,700,855 | SH | SOLE | 5,700,855 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 1,227,277 | 992,252 | SH | SOLE | 992,252 | 0 | 0 | ||
| PROSHARES TR II | ULT VIX SHRT | 74347W312 | 671,520 | 12,000,000 | SH | Put | SOLE | 12,000,000 | 0 | 0 | |
| REALOGY HLDGS CORP | COM | 75605Y106 | 36,847 | 979,197 | SH | SOLE | 979,197 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 293,456 | 2,801,753 | SH | SOLE | 2,801,753 | 0 | 0 | ||
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 382,594 | 13,396,145 | SH | SOLE | 13,396,145 | 0 | 0 | ||
| SEARS HLDGS CORP | COM | 812350106 | 45,426 | 2,010,000 | SH | Put | SOLE | 2,010,000 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 470,578 | 2,215,423 | SH | SOLE | 2,215,423 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 535,201 | 3,276,408 | SH | SOLE | 3,276,408 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 1,331,032 | 7,461,780 | SH | SOLE | 7,461,780 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 680,541 | 9,769,463 | SH | SOLE | 9,769,463 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 285,609 | 3,201,896 | SH | SOLE | 3,201,896 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 564,068 | 6,787,816 | SH | SOLE | 6,787,816 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 651,332 | 17,675,229 | SH | SOLE | 17,675,229 | 0 | 0 | ||