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
ALEXION PHARMACEUTICALS INCCOM015351109152,0881,250,000SH SOLE 1,250,00000
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102634,0504,500,000SH SOLE 4,500,00000
ALPHABET INCCAP STK CL A02079K305534,566575,000SH SOLE 575,00000
ANTHEM INCCOM036752103235,1621,250,000SH SOLE 1,250,00000
BANCO MACRO SASPON ADR B05961W10582,971900,000SH SOLE 900,00000
BANK AMER CORPCOM060505104363,90015,000,000SH SOLE 15,000,00000
BAXTER INTL INCCOM0718131092,482,14041,000,000SH SOLE 41,000,00000
BLACKROCK INCCOM09247X101654,7361,550,000SH SOLE 1,550,00000
CHARTER COMMUNICATIONS INC NCL A16119P108168,425500,000SH SOLE 500,00000
CONSTELLATION BRANDS INCCL A21036P108484,3252,500,000SH SOLE 2,500,00000
DANAHER CORP DELCOM235851102278,4873,300,000SH SOLE 3,300,00000
DELL TECHNOLOGIES INCCOM CL V24703L103152,7752,500,000SH SOLE 2,500,00000
DOW CHEM COCOM2605431031,009,12016,000,000SH SOLE 16,000,00000
EQT CORPCOM26884L10948,337825,000SH SOLE 825,00000
F M C CORPCOM NEW302491303146,1002,000,000SH SOLE 2,000,00000
FACEBOOK INCCL A30303M102528,4303,500,000SH SOLE 3,500,00000
GENERAL DYNAMICS CORPCOM369550108237,7201,200,000SH SOLE 1,200,00000
GREEN BRICK PARTNERS INCCOM39270910192,5518,083,022SH SOLE 8,083,02200
HEWLETT PACKARD ENTERPRISE CCOM42824C109116,1307,000,000SH SOLE 7,000,00000
HONEYWELL INTL INCCOM438516106169,9451,275,000SH SOLE 1,275,00000
HUMANA INCCOM444859102180,465750,000SH SOLE 750,00000
KADMON HLDGS INCCOM48283N10636,5969,407,745SH SOLE 9,407,74500
MOHAWK INDS INCCOM608190104211,479875,000SH SOLE 875,00000
NXP SEMICONDUCTORS N VCOMN6596X109295,5152,700,000SH SOLE 2,700,00000
PARSLEY ENERGY INCCL A701877102124,8754,500,000SH SOLE 4,500,00000
RSP PERMIAN INCCOM74978Q105124,2403,850,000SH SOLE 3,850,00000
S&P GLOBAL INCCOM78409V104218,9851,500,000SH SOLE 1,500,00000
SHERWIN WILLIAMS COCOM824348106263,220750,000SH SOLE 750,00000
SOTHEBYSCOM835898107357,5286,661,604SH SOLE 6,661,60400
T MOBILE US INCCOM872590104318,2555,250,000SH SOLE 5,250,00000
TIME WARNER INCCOM NEW887317303376,5383,750,000SH SOLE 3,750,00000
VULCAN MATLS COCOM929160109202,6881,600,000SH SOLE 1,600,00000