The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ALLEGION PUB LTD CO | ORD SHS | G0176J109 | 119,214 | 1,730,000 | SH | SOLE | 1,730,000 | 0 | 0 | ||
| ALLERGAN PLC | SHS | G0177J108 | 290,006 | 1,259,200 | SH | SOLE | 1,259,200 | 0 | 0 | ||
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 89,470 | 1,320,000 | SH | SOLE | 1,320,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 224,333 | 279,000 | SH | SOLE | 279,000 | 0 | 0 | ||
| AMAYA INC | COM | 02314M108 | 16,382 | 1,011,200 | SH | SOLE | 1,011,200 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 341,539 | 407,900 | SH | SOLE | 407,900 | 0 | 0 | ||
| AMBARELLA INC | SHS | G037AX101 | 73,463 | 998,000 | SH | SOLE | 998,000 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | *W EXP 01/19/202 | 026874156 | 15,099 | 712,216 | SH | SOLE | 712,216 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 614,203 | 8,491,682 | SH | SOLE | 8,491,682 | 0 | 0 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 74,016 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 258,292 | 1,691,500 | SH | SOLE | 1,691,500 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 353,533 | 6,163,400 | SH | SOLE | 6,163,400 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 503,191 | 1,863,876 | SH | SOLE | 1,863,876 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 64,214 | 1,472,800 | SH | SOLE | 1,472,800 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167107 | 79,189 | 12,629,879 | SH | SOLE | 12,629,879 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 245,719 | 5,202,600 | SH | SOLE | 5,202,600 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 113,816 | 3,780,000 | SH | SOLE | 3,780,000 | 0 | 0 | ||
| CONSOL ENERGY INC | COM | 20854P109 | 64,704 | 3,370,000 | SH | SOLE | 3,370,000 | 0 | 0 | ||
| DANAHER CORP DEL | COM | 235851102 | 176,064 | 2,246,000 | SH | SOLE | 2,246,000 | 0 | 0 | ||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 40,581 | 920,000 | SH | SOLE | 920,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 174,435 | 2,210,000 | SH | SOLE | 2,210,000 | 0 | 0 | ||
| ENCANA CORP | COM | 292505104 | 44,916 | 4,290,000 | SH | SOLE | 4,290,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 436,400 | 3,402,200 | SH | SOLE | 3,402,200 | 0 | 0 | ||
| FITBIT INC | CL A | 33812L102 | 15,359 | 1,035,000 | SH | SOLE | 1,035,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 310,560 | 1,787,600 | SH | SOLE | 1,787,600 | 0 | 0 | ||
| FORTIVE CORP | COM | 34959J108 | 57,161 | 1,123,000 | SH | SOLE | 1,123,000 | 0 | 0 | ||
| GCP APPLIED TECHNOLOGIES INC | COM | 36164Y101 | 22,231 | 785,000 | SH | SOLE | 785,000 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 70,959 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
| GOPRO INC | CL A | 38268T103 | 32,109 | 1,925,000 | SH | SOLE | 1,925,000 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 233,341 | 3,161,800 | SH | SOLE | 3,161,800 | 0 | 0 | ||
| GULFPORT ENERGY CORP | COM NEW | 402635304 | 44,211 | 1,565,000 | SH | SOLE | 1,565,000 | 0 | 0 | ||
| HD SUPPLY HLDGS INC | COM | 40416M105 | 274,062 | 8,569,800 | SH | SOLE | 8,569,800 | 0 | 0 | ||
| IHS MARKIT LTD | SHS | G47567105 | 218,715 | 5,824,639 | SH | SOLE | 5,824,639 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 209,024 | 2,335,200 | SH | SOLE | 2,335,200 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | LILAC SHS CL C | G5480U153 | 112,547 | 4,012,356 | SH | SOLE | 4,012,356 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 182,150 | 5,513,000 | SH | SOLE | 5,513,000 | 0 | 0 | ||
| MACROGENICS INC | COM | 556099109 | 40,678 | 1,360,000 | SH | SOLE | 1,360,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 170,882 | 1,679,100 | SH | SOLE | 1,679,100 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 181,825 | 1,845,000 | SH | SOLE | 1,845,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 136,890 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 | ||
| OASIS PETE INC NEW | COM | 674215108 | 52,189 | 4,550,000 | SH | SOLE | 4,550,000 | 0 | 0 | ||
| OCH ZIFF CAP MGMT GROUP | CL A | 67551U105 | 38,366 | 8,840,000 | SH | SOLE | 8,840,000 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 69,340 | 373,500 | SH | SOLE | 373,500 | 0 | 0 | ||
| PLATFORM SPECIALTY PRODS COR | COM | 72766Q105 | 103,686 | 12,785,000 | SH | SOLE | 12,785,000 | 0 | 0 | ||
| RANGE RES CORP | COM | 75281A109 | 95,713 | 2,470,000 | SH | SOLE | 2,470,000 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 188,180 | 4,852,500 | SH | SOLE | 4,852,500 | 0 | 0 | ||
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 113,488 | 8,200,000 | SH | SOLE | 8,200,000 | 0 | 0 | ||
| TESLA MTRS INC | COM | 88160R101 | 32,897 | 161,237 | SH | SOLE | 161,237 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 305,571 | 1,056,900 | SH | SOLE | 1,056,900 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 90,390 | 2,620,000 | SH | SOLE | 2,620,000 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 251,545 | 1,057,000 | SH | SOLE | 1,057,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 198,927 | 2,405,400 | SH | SOLE | 2,405,400 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 135,522 | 1,681,000 | SH | SOLE | 1,681,000 | 0 | 0 | ||
| WHITING PETE CORP NEW | COM | 966387102 | 14,444 | 1,652,593 | SH | SOLE | 1,652,593 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 18,711 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||