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
ALCOA CORPCOM01387210686,0002,500,000SH SOLE 2,500,00000
ALPHABET INCCAP STK CL A02079K305385,749455,000SH SOLE 455,00000
ANTHEM INCCOM036752103190,1871,150,000SH SOLE 1,150,00000
BANK AMER CORPCOM060505104318,46513,500,000SH SOLE 13,500,00000
BAXTER INTL INCCOM0718131092,385,56046,000,000SH SOLE 46,000,00000
CELANESE CORP DELCOM SER A150870103112,3121,250,000SH SOLE 1,250,00000
CHARTER COMMUNICATIONS INC NCL A16119P108261,856800,000SH SOLE 800,00000
CONSTELLATION BRANDS INCCL A21036P108486,2103,000,000SH SOLE 3,000,00000
DANAHER CORP DELCOM235851102265,1433,100,000SH SOLE 3,100,00000
DELL TECHNOLOGIES INCCOM CL V24703L103160,2002,500,000SH SOLE 2,500,00000
DOW CHEM COCOM260543103997,57815,700,000SH SOLE 15,700,00000
ENERPLUS CORPCOM29276610225,7603,200,000SH SOLE 3,200,00000
ENPHASE ENERGY INCCOM29355A1078,5616,248,987SH SOLE 6,248,98700
FACEBOOK INCCL A30303M102426,1503,000,000SH SOLE 3,000,00000
GENERAL DYNAMICS CORPCOM369550108234,0001,250,000SH SOLE 1,250,00000
GREEN BRICK PARTNERS INCCOM39270910180,4268,083,022SH SOLE 8,083,02200
HALCON RES CORPCOM PAR NEW40537Q60539,5015,170,000SH SOLE 5,170,00000
HEWLETT PACKARD ENTERPRISE CCOM42824C109142,2006,000,000SH SOLE 6,000,00000
HONEYWELL INTL INCCOM438516106171,6961,375,000SH SOLE 1,375,00000
HUMANA INCCOM444859102103,070500,000SHCallSOLE 500,00000
HUMANA INCCOM444859102190,680925,000SH SOLE 925,00000
JPMORGAN CHASE & COCOM46625H100329,4003,750,000SH SOLE 3,750,00000
KADMON HLDGS INCCOM48283N10634,0159,407,745SH SOLE 7,919,65000
MOHAWK INDS INCCOM608190104218,016950,000SH SOLE 950,00000
NOMAD HLDGS LTDUSD ORD SHSG6564A10580,1507,000,000SH SOLE 7,000,00000
PARSLEY ENERGY INCCL A70187710281,2752,500,000SH SOLE 2,500,00000
PIONEER NAT RES COCOM72378710793,115500,000SH SOLE 500,00000
QUALCOMM INCCOM747525103200,6903,500,000SH SOLE 3,500,00000
RICE ENERGY INCCOM762760106118,5005,000,000SH SOLE 5,000,00000
RSP PERMIAN INCCOM74978Q10582,8602,000,000SH SOLE 2,000,00000
S&P GLOBAL INCCOM78409V104196,1101,500,000SH SOLE 1,500,00000
SALESFORCE COM INCCOM79466L302247,4703,000,000SH SOLE 3,000,00000
SHERWIN WILLIAMS COCOM824348106279,171900,000SH SOLE 900,00000
SNAP INCCL A83304A10650,6922,250,000SH SOLE 2,250,00000
SOTHEBYSCOM835898107302,9706,661,604SH SOLE 6,661,60400
T MOBILE US INCCOM872590104322,9505,000,000SH SOLE 5,000,00000
TIME WARNER INCCOM NEW887317303341,9853,500,000SH SOLE 3,500,00000
ZAYO GROUP HLDGS INCCOM98919V105197,4006,000,000SH SOLE 6,000,00000