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    <nameOfIssuer>3-D SYS CORP DEL</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>88554D205</cusip>
    <value>16467</value>
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    <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023135106</cusip>
    <value>250112</value>
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      <Sole>800000</Sole>
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    <nameOfIssuer>AMERICAN HOMES 4 RENT</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>02665T306</cusip>
    <value>140505</value>
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    <nameOfIssuer>AMERICAN INTL GROUP INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>026874784</cusip>
    <value>356361</value>
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    <nameOfIssuer>AMERICAN INTL GROUP INC</nameOfIssuer>
    <titleOfClass>*W EXP 01/19/202</titleOfClass>
    <cusip>026874156</cusip>
    <value>21793</value>
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      <Sole>1150000</Sole>
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    <nameOfIssuer>AVIS BUDGET GROUP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>053774105</cusip>
    <value>122533</value>
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    <nameOfIssuer>BIOMARIN PHARMACEUTICAL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>09061G101</cusip>
    <value>126298</value>
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      <Sole>1750000</Sole>
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    <nameOfIssuer>BLACKBERRY LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>09228F103</cusip>
    <value>18631</value>
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    <nameOfIssuer>CBS CORP NEW</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>124857202</cusip>
    <value>193060</value>
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      <sshPrnamt>3500000</sshPrnamt>
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      <Sole>3500000</Sole>
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      <None>0</None>
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    <nameOfIssuer>CHARTER COMMUNICATIONS INC D</nameOfIssuer>
    <titleOfClass>CL A NEW</titleOfClass>
    <cusip>16117M305</cusip>
    <value>295124</value>
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      <Sole>2190000</Sole>
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      <None>0</None>
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    <nameOfIssuer>CITIGROUP INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>172967424</cusip>
    <value>311677</value>
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    <votingAuthority>
      <Sole>6425000</Sole>
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      <None>0</None>
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    <nameOfIssuer>CLIFFS NAT RES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>18683K101</cusip>
    <value>29520</value>
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    <nameOfIssuer>COLFAX CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>194014106</cusip>
    <value>303351</value>
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      <None>0</None>
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    <nameOfIssuer>COMCAST CORP NEW</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>20030N101</cusip>
    <value>102637</value>
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      <Sole>2275000</Sole>
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      <None>0</None>
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    <nameOfIssuer>DOLLAR TREE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>256746108</cusip>
    <value>240072</value>
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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>154156</value>
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      <sshPrnamt>9342802</sshPrnamt>
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      <Sole>9342802</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>318080</value>
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      <Sole>7000000</Sole>
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    <nameOfIssuer>GAP INC DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>364760108</cusip>
    <value>261014</value>
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    <votingAuthority>
      <Sole>6480000</Sole>
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      <None>0</None>
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    <nameOfIssuer>GILEAD SCIENCES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>375558103</cusip>
    <value>122597</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1950000</sshPrnamt>
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    <votingAuthority>
      <Sole>1950000</Sole>
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      <None>0</None>
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    <nameOfIssuer>GOOGLE INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>38259P508</cusip>
    <value>241751</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>262200</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3000000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>3000000</Sole>
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      <None>0</None>
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    <nameOfIssuer>GRUPO FINANCIERO SANTANDER M</nameOfIssuer>
    <titleOfClass>SPON ADR SHS B</titleOfClass>
    <cusip>40053C105</cusip>
    <value>188989</value>
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      <sshPrnamt>13675000</sshPrnamt>
      <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>162023</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3790000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3790000</Sole>
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      <None>0</None>
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    <nameOfIssuer>HDFC BANK LTD</nameOfIssuer>
    <titleOfClass>ADR REPS 3 SHS</titleOfClass>
    <cusip>40415F101</cusip>
    <value>11696</value>
    <shrsOrPrnAmt>
      <sshPrnamt>380000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>380000</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>87754</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3960000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3960000</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>HOLLYFRONTIER CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>436106108</cusip>
    <value>110118</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2615000</sshPrnamt>
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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>191822</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>15637</value>
    <shrsOrPrnAmt>
      <sshPrnamt>933000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>933000</Sole>
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      <None>0</None>
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    <nameOfIssuer>LIBERTY GLOBAL PLC</nameOfIssuer>
    <titleOfClass>SHS CL A</titleOfClass>
    <cusip>G5480U104</cusip>
    <value>329699</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4155000</sshPrnamt>
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      <Sole>4155000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>LINKEDIN CORP</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>53578A108</cusip>
    <value>61515</value>
    <shrsOrPrnAmt>
      <sshPrnamt>250000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>250000</Sole>
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      <None>0</None>
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    <nameOfIssuer>MGIC INVT CORP WIS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>552848103</cusip>
    <value>108476</value>
    <shrsOrPrnAmt>
      <sshPrnamt>14900600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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      <Sole>14900600</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>18792</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>318329</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3050000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3050000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NETFLIX INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>64110L106</cusip>
    <value>107914</value>
    <shrsOrPrnAmt>
      <sshPrnamt>349000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>349000</Sole>
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      <None>0</None>
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    <nameOfIssuer>NEWS CORP NEW</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>65249B109</cusip>
    <value>15899</value>
    <shrsOrPrnAmt>
      <sshPrnamt>990000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>990000</Sole>
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      <None>0</None>
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    <nameOfIssuer>PRICELINE COM INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>741503403</cusip>
    <value>408424</value>
    <shrsOrPrnAmt>
      <sshPrnamt>404000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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      <Sole>404000</Sole>
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      <None>0</None>
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    <nameOfIssuer>RALPH LAUREN CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>751212101</cusip>
    <value>150398</value>
    <shrsOrPrnAmt>
      <sshPrnamt>913000</sshPrnamt>
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    <votingAuthority>
      <Sole>913000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>RANGE RES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>75281A109</cusip>
    <value>121348</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1599000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1599000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SALLY BEAUTY HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>79546E104</cusip>
    <value>162715</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6220000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6220000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SENSATA TECHNOLOGIES HLDG BV</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>N7902X106</cusip>
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      <sshPrnamt>6585000</sshPrnamt>
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      <Sole>6585000</Sole>
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    <nameOfIssuer>SIRIUS XM RADIO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>82967N108</cusip>
    <value>167788</value>
    <shrsOrPrnAmt>
      <sshPrnamt>43300000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>43300000</Sole>
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      <None>0</None>
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    <nameOfIssuer>TENET HEALTHCARE CORP</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>88033G407</cusip>
    <value>127071</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3085000</sshPrnamt>
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    <votingAuthority>
      <Sole>3085000</Sole>
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      <None>0</None>
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    <nameOfIssuer>TESLA MTRS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88160R101</cusip>
    <value>96685</value>
    <shrsOrPrnAmt>
      <sshPrnamt>500000</sshPrnamt>
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    <votingAuthority>
      <Sole>500000</Sole>
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      <None>0</None>
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    <nameOfIssuer>THERMO FISHER SCIENTIFIC INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>883556102</cusip>
    <value>340955</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3700000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3700000</Sole>
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      <None>0</None>
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    <nameOfIssuer>TIME WARNER INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>887317303</cusip>
    <value>269821</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4100000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4100000</Sole>
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      <None>0</None>
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    <nameOfIssuer>TWENTY FIRST CENTY FOX INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>90130A101</cusip>
    <value>132700</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3960000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3960000</Sole>
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      <None>0</None>
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    <nameOfIssuer>ULTA SALON COSMETCS &amp; FRAG I</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>90384S303</cusip>
    <value>238920</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2000000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2000000</Sole>
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      <None>0</None>
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    <nameOfIssuer>WESTPORT INNOVATIONS INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>960908309</cusip>
    <value>7360</value>
    <shrsOrPrnAmt>
      <sshPrnamt>304278</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>304278</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>WORKDAY INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>98138H101</cusip>
    <value>103833</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1283000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1283000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>WYNDHAM WORLDWIDE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>98310W108</cusip>
    <value>172545</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2830000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2830000</Sole>
      <Shared>0</Shared>
      <None>0</None>
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</informationTable>
