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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ALPHABET INCCAP STK CL C02079K10727,10836,389SH SOLE 36,38900
ALPHABET INCCAP STK CL A02079K3051,8282,396SH SOLE 2,39600
AMERCOCOM02358610018,24551,062SH SOLE 51,06200
ASHLAND INC NEWCOM0442091044,38739,900SH SOLE 39,90000
BLACKSTONE GROUP L PCOM UNIT LTD09253U10820,291723,400SH SOLE 723,40000
CARNIVAL CORPPAIRED CTF1436583003887,350SH SOLE 7,35000
CELGENE CORPCOM15102010422,905228,840SH SOLE 228,84000
CITIGROUP INCCOM NEW17296742412,650303,000SH SOLE 303,00000
COMMSCOPE HLDG CO INCCOM20337X10917,281618,934SH SOLE 618,93400
CONTROLADORA VUELA CIA DE AVSPON ADR RP 1021240E1052,144101,772SH SOLE 101,77200
DELTA AIR LINES INC DELCOM NEW24736170224,913511,775SH SOLE 511,77500
ENZYMOTEC LTDSHSM4059L10110,3231,143,145SH SOLE 1,143,14500
EQUITY COMWLTHCOM SH BEN INT2946281024,052143,600SH SOLE 143,60000
FACEBOOK INCCL A30303M10224,189212,000SH SOLE 212,00000
FEDEX CORPCOM31428X10620,275124,600SH SOLE 124,60000
FIDELITY NATIONAL FINANCIALFNF GROUP COM31620R3032,60076,700SH SOLE 76,70000
GCP APPLIED TECHNOLOGIES INCCOM36164Y10128714,400SH SOLE 14,40000
GILEAD SCIENCES INCCOM3755581033,53838,511SH SOLE 38,51100
GRACE W R & CO DEL NEWCOM38388F1081,02514,400SH SOLE 14,40000
HORIZON PHARMA PLCSHSG4617B10514,391868,477SH SOLE 868,47700
ISHARES TR1-3 YR TR BD ETF4642874571,37616,187SH SOLE 16,18700
KAR AUCTION SVCS INCCOM48238T1093,890102,000SH SOLE 102,00000
LIBERTY GLOBAL PLCLILAC SHS CL CG5480U1532,09555,315SH SOLE 55,31500
LIBERTY INTERACTIVE CORPLBT VENT COM A53071M8803,04077,700SH SOLE 77,70000
MACROGENICS INCCOM55609910910,784575,129SH SOLE 575,12900
MASTERCARD INCCL A57636Q1043,31035,025SH SOLE 35,02500
NETFLIX INCCOM64110L10624,617240,800SH SOLE 240,80000
NIVALIS THERAPEUTICS INCCOM65481J1092,714650,915SH SOLE 650,91500
PJT PARTNERS INCCOM CL A69343T1073,761156,365SH SOLE 156,36500
ROYAL CARIBBEAN CRUISES LTDCOMV7780T10324,177294,300SH SOLE 294,30000
RYANAIR HLDGS PLCSPONSORED ADR NE7835132038,35097,296SH SOLE 97,29600
SEALED AIR CORP NEWCOM81211K10057411,963SH SOLE 11,96300
SPIRIT AEROSYSTEMS HLDGS INCCOM CL A84857410915,427340,099SH SOLE 340,09900
STAMPS COM INCCOM NEW85285720021,256200,000SHPutSOLE 200,00000
STEWART INFORMATION SVCS CORCOM8603721013,39693,600SH SOLE 93,60000
T2 BIOSYSTEMS INCCOM89853L1045,445552,255SH SOLE 552,25500
TEVA PHARMACEUTICAL INDS LTDADR88162420919,060356,200SH SOLE 356,20000
XPO LOGISTICS INCCOM98379310012,608410,693SH SOLE 410,69300