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
ALPHABET INC CAP STK CL C 02079K107 27,108 36,389 SH   SOLE   36,389 0 0
ALPHABET INC CAP STK CL A 02079K305 1,828 2,396 SH   SOLE   2,396 0 0
AMERCO COM 023586100 18,245 51,062 SH   SOLE   51,062 0 0
ASHLAND INC NEW COM 044209104 4,387 39,900 SH   SOLE   39,900 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 20,291 723,400 SH   SOLE   723,400 0 0
CARNIVAL CORP PAIRED CTF 143658300 388 7,350 SH   SOLE   7,350 0 0
CELGENE CORP COM 151020104 22,905 228,840 SH   SOLE   228,840 0 0
CITIGROUP INC COM NEW 172967424 12,650 303,000 SH   SOLE   303,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109 17,281 618,934 SH   SOLE   618,934 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 2,144 101,772 SH   SOLE   101,772 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 24,913 511,775 SH   SOLE   511,775 0 0
ENZYMOTEC LTD SHS M4059L101 10,323 1,143,145 SH   SOLE   1,143,145 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 4,052 143,600 SH   SOLE   143,600 0 0
FACEBOOK INC CL A 30303M102 24,189 212,000 SH   SOLE   212,000 0 0
FEDEX CORP COM 31428X106 20,275 124,600 SH   SOLE   124,600 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 2,600 76,700 SH   SOLE   76,700 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 287 14,400 SH   SOLE   14,400 0 0
GILEAD SCIENCES INC COM 375558103 3,538 38,511 SH   SOLE   38,511 0 0
GRACE W R & CO DEL NEW COM 38388F108 1,025 14,400 SH   SOLE   14,400 0 0
HORIZON PHARMA PLC SHS G4617B105 14,391 868,477 SH   SOLE   868,477 0 0
ISHARES TR 1-3 YR TR BD ETF 464287457 1,376 16,187 SH   SOLE   16,187 0 0
KAR AUCTION SVCS INC COM 48238T109 3,890 102,000 SH   SOLE   102,000 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 2,095 55,315 SH   SOLE   55,315 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 3,040 77,700 SH   SOLE   77,700 0 0
MACROGENICS INC COM 556099109 10,784 575,129 SH   SOLE   575,129 0 0
MASTERCARD INC CL A 57636Q104 3,310 35,025 SH   SOLE   35,025 0 0
NETFLIX INC COM 64110L106 24,617 240,800 SH   SOLE   240,800 0 0
NIVALIS THERAPEUTICS INC COM 65481J109 2,714 650,915 SH   SOLE   650,915 0 0
PJT PARTNERS INC COM CL A 69343T107 3,761 156,365 SH   SOLE   156,365 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 24,177 294,300 SH   SOLE   294,300 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 8,350 97,296 SH   SOLE   97,296 0 0
SEALED AIR CORP NEW COM 81211K100 574 11,963 SH   SOLE   11,963 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 15,427 340,099 SH   SOLE   340,099 0 0
STAMPS COM INC COM NEW 852857200 21,256 200,000 SH Put SOLE   200,000 0 0
STEWART INFORMATION SVCS COR COM 860372101 3,396 93,600 SH   SOLE   93,600 0 0
T2 BIOSYSTEMS INC COM 89853L104 5,445 552,255 SH   SOLE   552,255 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 19,060 356,200 SH   SOLE   356,200 0 0
XPO LOGISTICS INC COM 983793100 12,608 410,693 SH   SOLE   410,693 0 0