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
AETNA INC NEWCOM00817Y108333,7221,850,000SH SOLE 1,850,00000
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W1021,034,5806,000,000SH SOLE 6,000,00000
ALPHABET INCCAP STK CL A02079K305726,846690,000SH SOLE 690,00000
ALTABA INCCOM02134610152,388750,000SH SOLE 750,00000
ANTHEM INCCOM03675210384,379375,000SH SOLE 375,00000
BAXTER INTL INCCOM0718131092,327,04036,000,000SH SOLE 36,000,00000
BLACKROCK INCCOM09247X101796,2501,550,000SH SOLE 1,550,00000
CONSTELLATION BRANDS INCCL A21036P108571,4252,500,000SH SOLE 2,500,00000
DANAHER CORP DELCOM235851102307,2343,310,000SH SOLE 3,310,00000
DELL TECHNOLOGIES INCCOM CL V24703L103203,2002,500,000SH SOLE 2,500,00000
DENTSPLY SIRONA INCCOM24906P109131,6602,000,000SH SOLE 2,000,00000
DOVER CORPCOM260003108166,6341,650,000SH SOLE 1,650,00000
DOWDUPONT INCCOM26078J1001,066,52014,975,000SH SOLE 14,975,00000
F M C CORPCOM NEW302491303208,2522,200,000SH SOLE 2,200,00000
FACEBOOK INCCL A30303M102599,9643,400,000SH SOLE 3,400,00000
GENERAL DYNAMICS CORPCOM369550108111,898550,000SH SOLE 550,00000
GREEN BRICK PARTNERS INCCOM39270910191,3388,083,022SH SOLE 8,083,02200
GRUPO FINANCIERO GALICIA S ASP ADR 10 SH B399909100120,1761,825,000SH SOLE 1,825,00000
GRUPO SUPERVIELLE S ASPONSORED ADR40054A10843,9801,500,000SH SOLE 1,500,00000
HONEYWELL INTL INCCOM438516106195,5341,275,000SH SOLE 1,275,00000
INTERCONTINENTAL EXCHANGE INCOM45866F104388,0805,500,000SH SOLE 5,500,00000
ISHARES TR1 3 YR TREAS BD4642874578389,995SH SOLE 9,99500
KADMON HLDGS INCCOM48283N10634,0569,407,745SH SOLE 9,407,74500
LENNAR CORPCL A526057104335,1725,300,000SH SOLE 5,300,00000
MACERICH COCOM55438210193,5941,425,000SH SOLE 1,425,00000
MGM RESORTS INTERNATIONALCOM552953101100,1703,000,000SH SOLE 3,000,00000
MOHAWK INDS INCCOM608190104275,9001,000,000SH SOLE 1,000,00000
MONSANTO CO NEWCOM61166W10123,356200,000SH SOLE 200,00000
NETFLIX INCCOM64110L106383,9202,000,000SH SOLE 2,000,00000
NEXA RES S ACOML6735910658,8303,000,000SH SOLE 3,000,00000
NXP SEMICONDUCTORS N VCOMN6596X109251,7442,150,000SH SOLE 2,150,00000
PAMPA ENERGIA S ASPONS ADR LVL I697660207109,3301,625,000SH SOLE 1,625,00000
PARSLEY ENERGY INCCL A701877102169,2805,750,000SH SOLE 5,750,00000
PG&E CORPCOM69331C10856,0381,250,000SH SOLE 1,250,00000
PINNACLE FOODS INC DELCOM72348P10459,4701,000,000SH SOLE 1,000,00000
RSP PERMIAN INCCOM74978Q105187,1284,600,000SH SOLE 4,600,00000
S&P GLOBAL INCCOM78409V104304,9201,800,000SH SOLE 1,800,00000
SHERWIN WILLIAMS COCOM824348106246,024600,000SH SOLE 600,00000
SOTHEBYSCOM835898107343,7396,661,604SH SOLE 6,661,60400
SOUTHWESTERN ENERGY COCOM84546710983,70015,000,000SH SOLE 15,000,00000
TIME WARNER INCCOM NEW887317303182,9402,000,000SH SOLE 2,000,00000
TIME WARNER INCCOM NEW887317303365,8804,000,000SHCallSOLE 4,000,00000
VANTIV INCCL A92210H105294,2004,000,000SH SOLE 4,000,00000
VULCAN MATLS COCOM929160109333,7622,600,000SH SOLE 2,600,00000