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 A 02079K305 336,791 425,000 SH   SOLE   425,000 0 0
ANTHEM INC COM 036752103 143,770 1,000,000 SH   SOLE   1,000,000 0 0
APPLE INC COM 037833100 214,267 1,850,000 SH   SOLE   1,850,000 0 0
BANK AMER CORP COM 060505104 386,750 17,500,000 SH   SOLE   17,500,000 0 0
BAXTER INTL INC COM 071813109 2,301,324 51,901,767 SH   SOLE   51,901,767 0 0
BROADCOM LTD SHS Y09827109 53,031 300,000 SH   SOLE   300,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 244,732 850,000 SH   SOLE   850,000 0 0
CHUBB LIMITED COM H1467J104 158,544 1,200,000 SH   SOLE   1,200,000 0 0
CONAGRA BRANDS INC COM 205887102 118,650 3,000,000 SH   SOLE   3,000,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 459,930 3,000,000 SH   SOLE   3,000,000 0 0
DANAHER CORP DEL COM 235851102 252,980 3,250,000 SH   SOLE   3,250,000 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 142,922 2,600,000 SH   SOLE   2,600,000 0 0
DOW CHEM CO COM 260543103 972,740 17,000,000 SH   SOLE   17,000,000 0 0
ENPHASE ENERGY INC COM 29355A107 6,311 6,248,987 SH   SOLE   6,248,987 0 0
FACEBOOK INC CL A 30303M102 402,675 3,500,000 SH   SOLE   3,500,000 0 0
GENERAL DYNAMICS CORP COM 369550108 224,458 1,300,000 SH   SOLE   1,300,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 95,780 400,000 SH   SOLE   400,000 0 0
GREEN BRICK PARTNERS INC COM 392709101 81,234 8,083,022 SH   SOLE   8,083,022 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 36,004 2,740,000 SH   SOLE   2,740,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 95,648 2,250,000 SH   SOLE   2,250,000 0 0
HONEYWELL INTL INC COM 438516106 159,294 1,375,000 SH   SOLE   1,375,000 0 0
HUMANA INC COM 444859102 489,672 2,400,000 SH   SOLE   2,400,000 0 0
JPMORGAN CHASE & CO COM 46625H100 453,022 5,250,000 SH   SOLE   5,250,000 0 0
KADMON HLDGS INC COM 48283N106 42,130 7,919,650 SH   SOLE   7,919,650 0 0
MOHAWK INDS INC COM 608190104 239,616 1,200,000 SH   SOLE   1,200,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 165,427 1,700,000 SH   SOLE   1,700,000 0 0
MONSANTO CO NEW COM 61166W101 115,731 1,100,000 SH   SOLE   1,100,000 0 0
NOMAD HLDGS LTD USD ORD SHS G6564A105 114,362 11,950,000 SH   SOLE   11,950,000 0 0
PRIVATEBANCORP INC COM 742962103 162,570 3,000,000 SH   SOLE   3,000,000 0 0
RICE ENERGY INC COM 762760106 56,578 2,650,000 SH   SOLE   2,650,000 0 0
S&P GLOBAL INC COM 78409V104 172,064 1,600,000 SH   SOLE   1,600,000 0 0
SHERWIN WILLIAMS CO COM 824348106 268,740 1,000,000 SH   SOLE   1,000,000 0 0
SOTHEBYS COM 835898107 265,532 6,661,604 SH   SOLE   6,661,604 0 0
SOUTHWESTERN ENERGY CO COM 845467109 54,100 5,000,000 SH   SOLE   5,000,000 0 0
TIME WARNER INC COM NEW 887317303 289,590 3,000,000 SH   SOLE   3,000,000 0 0
TRANSDIGM GROUP INC COM 893641100 62,240 250,000 SH   SOLE   250,000 0 0
UNION PAC CORP COM 907818108 119,232 1,150,000 SH   SOLE   1,150,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 230,020 7,000,000 SH   SOLE   7,000,000 0 0