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 A02079K305336,791425,000SH SOLE 425,00000
ANTHEM INCCOM036752103143,7701,000,000SH SOLE 1,000,00000
APPLE INCCOM037833100214,2671,850,000SH SOLE 1,850,00000
BANK AMER CORPCOM060505104386,75017,500,000SH SOLE 17,500,00000
BAXTER INTL INCCOM0718131092,301,32451,901,767SH SOLE 51,901,76700
BROADCOM LTDSHSY0982710953,031300,000SH SOLE 300,00000
CHARTER COMMUNICATIONS INC NCL A16119P108244,732850,000SH SOLE 850,00000
CHUBB LIMITEDCOMH1467J104158,5441,200,000SH SOLE 1,200,00000
CONAGRA BRANDS INCCOM205887102118,6503,000,000SH SOLE 3,000,00000
CONSTELLATION BRANDS INCCL A21036P108459,9303,000,000SH SOLE 3,000,00000
DANAHER CORP DELCOM235851102252,9803,250,000SH SOLE 3,250,00000
DELL TECHNOLOGIES INCCOM CL V24703L103142,9222,600,000SH SOLE 2,600,00000
DOW CHEM COCOM260543103972,74017,000,000SH SOLE 17,000,00000
ENPHASE ENERGY INCCOM29355A1076,3116,248,987SH SOLE 6,248,98700
FACEBOOK INCCL A30303M102402,6753,500,000SH SOLE 3,500,00000
GENERAL DYNAMICS CORPCOM369550108224,4581,300,000SH SOLE 1,300,00000
GOLDMAN SACHS GROUP INCCOM38141G10495,780400,000SH SOLE 400,00000
GREEN BRICK PARTNERS INCCOM39270910181,2348,083,022SH SOLE 8,083,02200
GRUPO SUPERVIELLE S ASPONSORED ADR40054A10836,0042,740,000SH SOLE 2,740,00000
HD SUPPLY HLDGS INCCOM40416M10595,6482,250,000SH SOLE 2,250,00000
HONEYWELL INTL INCCOM438516106159,2941,375,000SH SOLE 1,375,00000
HUMANA INCCOM444859102489,6722,400,000SH SOLE 2,400,00000
JPMORGAN CHASE & COCOM46625H100453,0225,250,000SH SOLE 5,250,00000
KADMON HLDGS INCCOM48283N10642,1307,919,650SH SOLE 7,919,65000
MOHAWK INDS INCCOM608190104239,6161,200,000SH SOLE 1,200,00000
MOLSON COORS BREWING COCL B60871R209165,4271,700,000SH SOLE 1,700,00000
MONSANTO CO NEWCOM61166W101115,7311,100,000SH SOLE 1,100,00000
NOMAD HLDGS LTDUSD ORD SHSG6564A105114,36211,950,000SH SOLE 11,950,00000
PRIVATEBANCORP INCCOM742962103162,5703,000,000SH SOLE 3,000,00000
RICE ENERGY INCCOM76276010656,5782,650,000SH SOLE 2,650,00000
S&P GLOBAL INCCOM78409V104172,0641,600,000SH SOLE 1,600,00000
SHERWIN WILLIAMS COCOM824348106268,7401,000,000SH SOLE 1,000,00000
SOTHEBYSCOM835898107265,5326,661,604SH SOLE 6,661,60400
SOUTHWESTERN ENERGY COCOM84546710954,1005,000,000SH SOLE 5,000,00000
TIME WARNER INCCOM NEW887317303289,5903,000,000SH SOLE 3,000,00000
TRANSDIGM GROUP INCCOM89364110062,240250,000SH SOLE 250,00000
UNION PAC CORPCOM907818108119,2321,150,000SH SOLE 1,150,00000
ZAYO GROUP HLDGS INCCOM98919V105230,0207,000,000SH SOLE 7,000,00000