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    <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023135106</cusip>
    <value>222152</value>
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    <nameOfIssuer>AMERICAN INTL GROUP INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>026874784</cusip>
    <value>331674</value>
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    <nameOfIssuer>AMERICAN INTL GROUP INC</nameOfIssuer>
    <titleOfClass>*W EXP 01/19/202</titleOfClass>
    <cusip>026874156</cusip>
    <value>20976</value>
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      <Sole>1150000</Sole>
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      <None>0</None>
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    <nameOfIssuer>AVIS BUDGET GROUP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>053774105</cusip>
    <value>67563</value>
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      <Sole>2350000</Sole>
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    <nameOfIssuer>BIOMARIN PHARMACEUTICAL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>09061G101</cusip>
    <value>97545</value>
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      <Sole>1750000</Sole>
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      <None>0</None>
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    <nameOfIssuer>CBS CORP NEW</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>124857202</cusip>
    <value>171045</value>
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      <Sole>3500000</Sole>
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    <nameOfIssuer>CHARTER COMMUNICATIONS INC D</nameOfIssuer>
    <titleOfClass>CL A NEW</titleOfClass>
    <cusip>16117M305</cusip>
    <value>103454</value>
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      <sshPrnamt>835319</sshPrnamt>
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      <Sole>835319</Sole>
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      <None>0</None>
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    <nameOfIssuer>CITIGROUP INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>172967424</cusip>
    <value>330513</value>
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      <sshPrnamt>6890000</sshPrnamt>
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      <Sole>6890000</Sole>
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      <None>0</None>
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    <nameOfIssuer>COLFAX CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>194014106</cusip>
    <value>279831</value>
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      <sshPrnamt>5370000</sshPrnamt>
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    <votingAuthority>
      <Sole>5370000</Sole>
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      <None>0</None>
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    <nameOfIssuer>COMCAST CORP NEW</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>20030N101</cusip>
    <value>189963</value>
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      <Sole>4550000</Sole>
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      <None>0</None>
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    <nameOfIssuer>DOLLAR TREE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>256746108</cusip>
    <value>213528</value>
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      <sshPrnamt>4200000</sshPrnamt>
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    <votingAuthority>
      <Sole>4200000</Sole>
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      <None>0</None>
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    <nameOfIssuer>E TRADE FINANCIAL CORP</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>269246401</cusip>
    <value>48994</value>
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      <Sole>3870000</Sole>
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      <None>0</None>
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    <nameOfIssuer>ENDO HEALTH SOLUTIONS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29264F205</cusip>
    <value>250172</value>
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    <votingAuthority>
      <Sole>6800000</Sole>
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      <None>0</None>
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    <nameOfIssuer>EQUINIX INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>29444U502</cusip>
    <value>206148</value>
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      <sshPrnamt>1116000</sshPrnamt>
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      <Sole>1116000</Sole>
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      <None>0</None>
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    <nameOfIssuer>EXPEDIA INC DEL</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>30212P303</cusip>
    <value>67067</value>
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      <sshPrnamt>1115000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1115000</Sole>
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      <None>0</None>
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    <nameOfIssuer>GAP INC DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>364760108</cusip>
    <value>191958</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4600000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>4600000</Sole>
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      <None>0</None>
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    <nameOfIssuer>GILEAD SCIENCES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>375558103</cusip>
    <value>151247</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2950000</sshPrnamt>
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    <votingAuthority>
      <Sole>2950000</Sole>
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      <None>0</None>
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    <nameOfIssuer>GOOGLE INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>38259P508</cusip>
    <value>242982</value>
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      <sshPrnamt>276000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>276000</Sole>
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      <None>0</None>
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    <nameOfIssuer>GRACE W R &amp; CO DEL NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>38388F108</cusip>
    <value>252120</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3000000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>3000000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>GRUPO FINANCIERO SANTANDER M</nameOfIssuer>
    <titleOfClass>SPON ADR SHS B</titleOfClass>
    <cusip>40053C105</cusip>
    <value>194322</value>
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      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>13675000</Sole>
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      <None>0</None>
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    <nameOfIssuer>HCA HOLDINGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>40412C101</cusip>
    <value>177415</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4920000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4920000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>HERTZ GLOBAL HOLDINGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>42805T105</cusip>
    <value>151280</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6100000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6100000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>HOLLYFRONTIER CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>436106108</cusip>
    <value>111870</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2615000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2615000</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>IHS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>451734107</cusip>
    <value>175358</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1680000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1680000</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>JPMORGAN CHASE &amp; CO</nameOfIssuer>
    <titleOfClass>*W EXP 10/28/201</titleOfClass>
    <cusip>46634E114</cusip>
    <value>14555</value>
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      <sshPrnamt>933000</sshPrnamt>
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      <Sole>933000</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>LIBERTY GLOBAL INC</nameOfIssuer>
    <titleOfClass>SHS CL A</titleOfClass>
    <cusip>G5480U104</cusip>
    <value>318212</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4330000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4330000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>LINKEDIN CORP</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>53578A108</cusip>
    <value>44575</value>
    <shrsOrPrnAmt>
      <sshPrnamt>250000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>250000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>MGIC INVT CORP WIS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>552848103</cusip>
    <value>90447</value>
    <shrsOrPrnAmt>
      <sshPrnamt>14900600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>14900600</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>MICHAEL KORS HLDGS LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G60754101</cusip>
    <value>131793</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2125000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2125000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>MOLYCORP INC DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>608753109</cusip>
    <value>17761</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2864700</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>2864700</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>MONSANTO CO NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>61166W101</cusip>
    <value>299858</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3035000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3035000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NETFLIX INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>64110L106</cusip>
    <value>91613</value>
    <shrsOrPrnAmt>
      <sshPrnamt>434000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>434000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NEWS CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>65248E104</cusip>
    <value>129017</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3960000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3960000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>OWENS CORNING NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>690742101</cusip>
    <value>312640</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8000000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8000000</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>PRICELINE COM INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>741503403</cusip>
    <value>333975</value>
    <shrsOrPrnAmt>
      <sshPrnamt>404000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>404000</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>RALPH LAUREN CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>751212101</cusip>
    <value>239761</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1380000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1380000</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>RANGE RES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>75281A109</cusip>
    <value>123635</value>
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      <sshPrnamt>1599000</sshPrnamt>
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    <votingAuthority>
      <Sole>1599000</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>REALOGY HLDGS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>75605Y106</cusip>
    <value>134649</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2802856</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2802856</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SALLY BEAUTY HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>79546E104</cusip>
    <value>178203</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5730000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5730000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>SENSATA TECHNOLOGIES HLDG BV</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
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