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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 275,054 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 | ||
ALLERGAN PLC | SHS | G0177J108 | 871,723 | 3,785,000 | SH | SOLE | 3,785,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 442,233 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
AMETEK INC NEW | COM | 031100100 | 59,725 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 210,256 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
APIGEE CORP | COM | 03765N108 | 55,098 | 3,166,551 | SH | SOLE | 3,166,551 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 282,625 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
BAXTER INTL INC | COM | 071813109 | 2,470,524 | 51,901,767 | SH | SOLE | 51,901,767 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 269,970 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
CHUBB LIMITED | COM | H1467J104 | 226,170 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
CITIGROUP INC | *W EXP 01/04/201 | 172967226 | 1,044 | 20,000,000 | SH | SOLE | 20,000,000 | 0 | 0 | ||
CONAGRA FOODS INC | COM | 205887102 | 200,218 | 4,250,000 | SH | SOLE | 4,250,000 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 366,278 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
DANAHER CORP DEL | COM | 235851102 | 352,755 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
DELL TECHNOLOGIES INC | COM CL V | 24703L103 | 109,940 | 2,300,000 | SH | SOLE | 2,300,000 | 0 | 0 | ||
DOW CHEM CO | COM | 260543103 | 1,036,600 | 20,000,000 | SH | SOLE | 20,000,000 | 0 | 0 | ||
ENPHASE ENERGY INC | COM | 29355A107 | 7,374 | 6,248,987 | SH | SOLE | 6,248,987 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 699,072 | 5,450,000 | SH | SOLE | 5,450,000 | 0 | 0 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 209,466 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
GREEN BRICK PARTNERS INC | COM | 392709101 | 66,766 | 8,083,022 | SH | SOLE | 8,083,022 | 0 | 0 | ||
GRUPO SUPERVIELLE S A | SPONSORED ADR | 40054A108 | 66,645 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 247,646 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
KADMON HLDGS INC | COM | 48283N106 | 56,679 | 7,919,650 | SH | SOLE | 7,919,650 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 102,540 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 180,306 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
MOLSON COORS BREWING CO | CL B | 60871R209 | 186,660 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
MONSANTO CO NEW | COM | 61166W101 | 378,140 | 3,700,000 | SH | SOLE | 3,700,000 | 0 | 0 | ||
NOMAD HLDGS LTD | USD ORD SHS | G6564A105 | 149,523 | 12,650,000 | SH | SOLE | 12,650,000 | 0 | 0 | ||
S&P GLOBAL INC | COM | 78409V104 | 253,120 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 242,078 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
SHIRE PLC | SPONSORED ADR | 82481R106 | 174,474 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
SOTHEBYS | COM | 835898107 | 253,274 | 6,661,604 | SH | SOLE | 6,661,604 | 0 | 0 | ||
ST JUDE MED INC | COM | 790849103 | 207,376 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 326,995 | 1,131,000 | SH | SOLE | 1,131,000 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 121,912 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 173,670 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | ||
WILLIAMS COS INC DEL | COM | 969457100 | 122,920 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
YUM BRANDS INC | COM | 988498101 | 45,405 | 500,000 | SH | SOLE | 500,000 | 0 | 0 |