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 |
|
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 |
AETNA INC NEW | COM | 00817Y108 | 333,722 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,034,580 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 726,846 | 690,000 | SH | SOLE | 690,000 | 0 | 0 | ||
ALTABA INC | COM | 021346101 | 52,388 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 84,379 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
BAXTER INTL INC | COM | 071813109 | 2,327,040 | 36,000,000 | SH | SOLE | 36,000,000 | 0 | 0 | ||
BLACKROCK INC | COM | 09247X101 | 796,250 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 571,425 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
DANAHER CORP DEL | COM | 235851102 | 307,234 | 3,310,000 | SH | SOLE | 3,310,000 | 0 | 0 | ||
DELL TECHNOLOGIES INC | COM CL V | 24703L103 | 203,200 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
DENTSPLY SIRONA INC | COM | 24906P109 | 131,660 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
DOVER CORP | COM | 260003108 | 166,634 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
DOWDUPONT INC | COM | 26078J100 | 1,066,520 | 14,975,000 | SH | SOLE | 14,975,000 | 0 | 0 | ||
F M C CORP | COM NEW | 302491303 | 208,252 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 599,964 | 3,400,000 | SH | SOLE | 3,400,000 | 0 | 0 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 111,898 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
GREEN BRICK PARTNERS INC | COM | 392709101 | 91,338 | 8,083,022 | SH | SOLE | 8,083,022 | 0 | 0 | ||
GRUPO FINANCIERO GALICIA S A | SP ADR 10 SH B | 399909100 | 120,176 | 1,825,000 | SH | SOLE | 1,825,000 | 0 | 0 | ||
GRUPO SUPERVIELLE S A | SPONSORED ADR | 40054A108 | 43,980 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
HONEYWELL INTL INC | COM | 438516106 | 195,534 | 1,275,000 | SH | SOLE | 1,275,000 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 388,080 | 5,500,000 | SH | SOLE | 5,500,000 | 0 | 0 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | 838 | 9,995 | SH | SOLE | 9,995 | 0 | 0 | ||
KADMON HLDGS INC | COM | 48283N106 | 34,056 | 9,407,745 | SH | SOLE | 9,407,745 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 335,172 | 5,300,000 | SH | SOLE | 5,300,000 | 0 | 0 | ||
MACERICH CO | COM | 554382101 | 93,594 | 1,425,000 | SH | SOLE | 1,425,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 100,170 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 275,900 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
MONSANTO CO NEW | COM | 61166W101 | 23,356 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 383,920 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
NEXA RES S A | COM | L67359106 | 58,830 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 251,744 | 2,150,000 | SH | SOLE | 2,150,000 | 0 | 0 | ||
PAMPA ENERGIA S A | SPONS ADR LVL I | 697660207 | 109,330 | 1,625,000 | SH | SOLE | 1,625,000 | 0 | 0 | ||
PARSLEY ENERGY INC | CL A | 701877102 | 169,280 | 5,750,000 | SH | SOLE | 5,750,000 | 0 | 0 | ||
PG&E CORP | COM | 69331C108 | 56,038 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
PINNACLE FOODS INC DEL | COM | 72348P104 | 59,470 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
RSP PERMIAN INC | COM | 74978Q105 | 187,128 | 4,600,000 | SH | SOLE | 4,600,000 | 0 | 0 | ||
S&P GLOBAL INC | COM | 78409V104 | 304,920 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 246,024 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
SOTHEBYS | COM | 835898107 | 343,739 | 6,661,604 | SH | SOLE | 6,661,604 | 0 | 0 | ||
SOUTHWESTERN ENERGY CO | COM | 845467109 | 83,700 | 15,000,000 | SH | SOLE | 15,000,000 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 182,940 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 365,880 | 4,000,000 | SH | Call | SOLE | 4,000,000 | 0 | 0 | |
VANTIV INC | CL A | 92210H105 | 294,200 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 333,762 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 |