The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| APPLE INC | COM | 037833100 | 210,520 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 609,300 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
| ALLERGAN PLC | SHS | G0177J108 | 625,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | *W EXP 01/19/202 | 026874156 | 27,324 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| ALLEGION PUB LTD CO | ORD SHS | G0176J109 | 221,821 | 3,365,000 | SH | SOLE | 3,365,000 | 0 | 0 | ||
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 101,201 | 1,075,000 | SH | SOLE | 1,075,000 | 0 | 0 | ||
| AMBARELLA INC | SHS | G037AX101 | 21,906 | 393,000 | SH | SOLE | 393,000 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 207,525 | 1,595,000 | SH | SOLE | 1,595,000 | 0 | 0 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 161,330 | 1,540,000 | SH | SOLE | 1,540,000 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 291,941 | 6,150,000 | SH | SOLE | 6,150,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 442,187 | 2,415,000 | SH | SOLE | 2,415,000 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 149,292 | 1,170,000 | SH | SOLE | 1,170,000 | 0 | 0 | ||
| DANAHER CORP DEL | COM | 235851102 | 215,017 | 2,315,000 | SH | SOLE | 2,315,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 140,154 | 1,815,000 | SH | SOLE | 1,815,000 | 0 | 0 | ||
| ENDO INTL PLC | SHS | G30401106 | 125,501 | 2,050,000 | SH | SOLE | 2,050,000 | 0 | 0 | ||
| E TRADE FINANCIAL CORP | COM NEW | 269246401 | 130,416 | 4,400,000 | SH | SOLE | 4,400,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 330,726 | 3,160,000 | SH | SOLE | 3,160,000 | 0 | 0 | ||
| FITBIT INC | CL A | 33812L102 | 30,626 | 1,035,000 | SH | SOLE | 1,035,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 283,001 | 1,980,000 | SH | SOLE | 1,980,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 278,528 | 358,000 | SH | SOLE | 358,000 | 0 | 0 | ||
| GOPRO INC | CL A | 38268T103 | 20,261 | 1,125,000 | SH | SOLE | 1,125,000 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 314,206 | 3,155,000 | SH | SOLE | 3,155,000 | 0 | 0 | ||
| HD SUPPLY HLDGS INC | COM | 40416M105 | 248,498 | 8,275,000 | SH | SOLE | 8,275,000 | 0 | 0 | ||
| IHS INC | CL A | 451734107 | 290,154 | 2,450,000 | SH | SOLE | 2,450,000 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 169,531 | 2,330,000 | SH | SOLE | 2,330,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 206,296 | 5,060,000 | SH | SOLE | 5,060,000 | 0 | 0 | ||
| LENDINGCLUB CORP | COM | 52603A109 | 8,877 | 803,375 | SH | SOLE | 803,375 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | LILAC SHS CL C | G5480U153 | 146,200 | 3,400,000 | SH | SOLE | 3,400,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 201,523 | 5,410,000 | SH | SOLE | 5,410,000 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 73,151 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 163,078 | 1,675,000 | SH | SOLE | 1,675,000 | 0 | 0 | ||
| MACROGENICS INC | COM | 556099109 | 41,810 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 181,440 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| MGIC INVT CORP WIS | COM | 552848103 | 26,007 | 2,945,261 | SH | SOLE | 2,945,261 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 364 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| PLATFORM SPECIALTY PRODS COR | COM | 72766Q105 | 164,032 | 12,785,000 | SH | SOLE | 12,785,000 | 0 | 0 | ||
| PBF ENERGY INC | CL A | 69318G106 | 87,240 | 2,370,000 | SH | SOLE | 2,370,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 336,459 | 263,900 | SH | SOLE | 263,900 | 0 | 0 | ||
| SIRIUS XM HLDGS INC | COM | 82968B103 | 124,949 | 30,700,000 | SH | SOLE | 30,700,000 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 307,911 | 6,685,000 | SH | SOLE | 6,685,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 220,454 | 965,000 | SH | SOLE | 965,000 | 0 | 0 | ||
| TEVA PHARMACEUTICAL INDS LTD | ADR | 881624209 | 262,560 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 92,360 | 3,350,000 | SH | SOLE | 3,350,000 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 168,350 | 910,000 | SH | SOLE | 910,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 186,120 | 2,400,000 | SH | SOLE | 2,400,000 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 211,184 | 2,480,000 | SH | SOLE | 2,480,000 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 126,573 | 4,925,000 | SH | SOLE | 4,925,000 | 0 | 0 | ||