AIR PRODS & CHEMS INC COM 009158106 229745 1594900 SH SOLE 1594900 0 0 ALLEGION PUB LTD CO ORD SHS G0176J109 146788 2304000 SH SOLE 2304000 0 0 ALLERGAN PLC SHS G0177J108 402769 1502700 SH SOLE 1502700 0 0 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 67478 1075000 SH SOLE 1075000 0 0 ALPHABET INC CAP STK CL A 02079K305 212315 278300 SH SOLE 278300 0 0 AMAZON COM INC COM 023135106 138318 233000 SH SOLE 233000 0 0 AMBARELLA INC SHS G037AX101 44611 998000 SH SOLE 998000 0 0 AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 21505 1150000 SH SOLE 1150000 0 0 APPLE INC COM 037833100 211441 1940000 SH SOLE 1940000 0 0 APPLE INC COM 037833100 272475 2500000 SH Call SOLE 2500000 0 0 AUTODESK INC COM 052769106 581397 9970800 SH SOLE 9970800 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 82480 1000000 SH SOLE 1000000 0 0 CANADIAN PAC RY LTD COM 13645T100 203281 1532000 SH SOLE 1532000 0 0 CDK GLOBAL INC COM 12508E101 285426 6131600 SH SOLE 6131600 0 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 446257 2204500 SH SOLE 2204500 0 0 CHENIERE ENERGY INC COM NEW 16411R208 177844 5257000 SH SOLE 5257000 0 0 CHESAPEAKE ENERGY CORP COM 165167107 29087 7060000 SH SOLE 7060000 0 0 COMMSCOPE HLDG CO INC COM 20337X109 105538 3780000 SH SOLE 3780000 0 0 CONSOL ENERGY INC COM 20854P109 38047 3370000 SH SOLE 3370000 0 0 DANAHER CORP DEL COM 235851102 219003 2308700 SH SOLE 2308700 0 0 DOLLAR TREE INC COM 256746108 145212 1761000 SH SOLE 1761000 0 0 ENCANA CORP COM 292505104 26126 4290000 SH SOLE 4290000 0 0 FACEBOOK INC CL A 30303M102 359483 3150600 SH SOLE 3150600 0 0 FITBIT INC CL A 33812L102 15680 1035000 SH SOLE 1035000 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 293722 1974600 SH SOLE 1974600 0 0 GCP APPLIED TECHNOLOGIES INC COM 36164Y101 31406 1575000 SH SOLE 1575000 0 0 GOPRO INC CL A 38268T103 13455 1125000 SH SOLE 1125000 0 0 GULFPORT ENERGY CORP COM NEW 402635304 26215 925000 SH SOLE 925000 0 0 HD SUPPLY HLDGS INC COM 40416M105 272864 8251100 SH SOLE 8251100 0 0 IHS INC CL A 451734107 242008 1949160 SH SOLE 1949160 0 0 KRAFT HEINZ CO COM 500754106 177546 2260000 SH SOLE 2260000 0 0 LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 128792 3400000 SH SOLE 3400000 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 184344 4908000 SH SOLE 4908000 0 0 MACROGENICS INC COM 556099109 25500 1360000 SH SOLE 1360000 0 0 MASTERCARD INC CL A 57636Q104 157853 1670400 SH SOLE 1670400 0 0 NETFLIX INC COM 64110L106 147722 1445000 SH SOLE 1445000 0 0 OASIS PETE INC NEW COM 674215108 33124 4550000 SH SOLE 4550000 0 0 PBF ENERGY INC CL A 69318G106 37516 1130000 SH SOLE 1130000 0 0 PLATFORM SPECIALTY PRODS COR COM 72766Q105 109951 12785000 SH SOLE 12785000 0 0 PRICELINE GRP INC COM NEW 741503403 208554 161800 SH SOLE 161800 0 0 SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 188471 4852500 SH SOLE 4852500 0 0 SOUTHWESTERN ENERGY CO COM 845467109 66174 8200000 SH SOLE 8200000 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 213414 3988300 SH SOLE 3988300 0 0 TRANSDIGM GROUP INC COM 893641100 232216 1053900 SH SOLE 1053900 0 0 TRANSUNION COM 89400J107 72338 2620000 SH SOLE 2620000 0 0 ULTA SALON COSMETCS & FRAG I COM 90384S303 198196 1023000 SH SOLE 1023000 0 0 VISA INC COM CL A 92826C839 183017 2393000 SH SOLE 2393000 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 202681 2406000 SH SOLE 2406000 0 0 WILLIAMS COS INC DEL COM 969457100 91519 5695000 SH SOLE 5695000 0 0 GRACE W R & CO DEL NEW COM 38388F108 223890 3145400 SH SOLE 3145400 0 0