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 |
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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 |
ALLERGAN PLC | SHS | G0177J108 | 323,310 | 1,539,500 | SH | SOLE | 1,539,500 | 0 | 0 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 49,421 | 1,320,000 | SH | SOLE | 1,320,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 241,460 | 304,700 | SH | SOLE | 304,700 | 0 | 0 | ||
AMAYA INC | COM | 02314M108 | 61,831 | 4,369,700 | SH | SOLE | 4,369,700 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 271,228 | 361,700 | SH | SOLE | 361,700 | 0 | 0 | ||
AMBARELLA INC | SHS | G037AX101 | 88,394 | 1,633,000 | SH | SOLE | 1,633,000 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 535,818 | 7,239,800 | SH | SOLE | 7,239,800 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 308,379 | 13,953,800 | SH | SOLE | 13,953,800 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 49,290 | 595,000 | SH | SOLE | 595,000 | 0 | 0 | ||
CANADIAN PAC RY LTD | COM | 13645T100 | 214,112 | 1,499,700 | SH | SOLE | 1,499,700 | 0 | 0 | ||
CDK GLOBAL INC | COM | 12508E101 | 331,303 | 5,550,400 | SH | SOLE | 5,550,400 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 434,990 | 1,510,800 | SH | SOLE | 1,510,800 | 0 | 0 | ||
CHESAPEAKE ENERGY CORP | COM | 165167107 | 83,397 | 11,879,879 | SH | SOLE | 11,879,879 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 330,954 | 5,568,800 | SH | SOLE | 5,568,800 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 140,616 | 3,780,000 | SH | SOLE | 3,780,000 | 0 | 0 | ||
DANAHER CORP DEL | COM | 235851102 | 136,998 | 1,760,000 | SH | SOLE | 1,760,000 | 0 | 0 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 119,655 | 2,620,000 | SH | SOLE | 2,620,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 392,723 | 3,413,500 | SH | SOLE | 3,413,500 | 0 | 0 | ||
FITBIT INC | CL A | 33812L102 | 28,319 | 3,868,700 | SH | SOLE | 3,868,700 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 222,936 | 1,575,300 | SH | SOLE | 1,575,300 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 110,147 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
GOPRO INC | CL A | 38268T103 | 15,330 | 1,760,000 | SH | SOLE | 1,760,000 | 0 | 0 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 182,290 | 2,695,000 | SH | SOLE | 2,695,000 | 0 | 0 | ||
GULFPORT ENERGY CORP | COM NEW | 402635304 | 33,867 | 1,565,000 | SH | SOLE | 1,565,000 | 0 | 0 | ||
HD SUPPLY HLDGS INC | COM | 40416M105 | 305,341 | 7,182,800 | SH | SOLE | 7,182,800 | 0 | 0 | ||
KRAFT HEINZ CO | COM | 500754106 | 145,388 | 1,665,000 | SH | SOLE | 1,665,000 | 0 | 0 | ||
LIBERTY GLOBAL PLC | LILAC SHS CL C | G5480U153 | 84,942 | 4,012,356 | SH | SOLE | 4,012,356 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 163,736 | 5,513,000 | SH | SOLE | 5,513,000 | 0 | 0 | ||
MACROGENICS INC | COM | 556099109 | 27,798 | 1,360,000 | SH | SOLE | 1,360,000 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 173,274 | 1,678,200 | SH | SOLE | 1,678,200 | 0 | 0 | ||
MIDDLEBY CORP | COM | 596278101 | 29,629 | 230,024 | SH | SOLE | 230,024 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 171,525 | 1,385,500 | SH | SOLE | 1,385,500 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 253,464 | 4,986,500 | SH | SOLE | 4,986,500 | 0 | 0 | ||
OASIS PETE INC NEW | COM | 674215108 | 104,012 | 6,870,000 | SH | SOLE | 6,870,000 | 0 | 0 | ||
OCH ZIFF CAP MGMT GROUP | CL A | 67551U105 | 29,260 | 8,840,000 | SH | SOLE | 8,840,000 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 114,308 | 634,800 | SH | SOLE | 634,800 | 0 | 0 | ||
PLATFORM SPECIALTY PRODS COR | COM | 72766Q105 | 125,421 | 12,785,000 | SH | SOLE | 12,785,000 | 0 | 0 | ||
RANGE RES CORP | COM | 75281A109 | 70,094 | 2,040,000 | SH | SOLE | 2,040,000 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 151,613 | 3,892,500 | SH | SOLE | 3,892,500 | 0 | 0 | ||
SOUTHWESTERN ENERGY CO | COM | 845467109 | 72,710 | 6,720,000 | SH | SOLE | 6,720,000 | 0 | 0 | ||
TESLA MTRS INC | COM | 88160R101 | 34,455 | 161,237 | SH | SOLE | 161,237 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 293,175 | 1,177,600 | SH | SOLE | 1,177,600 | 0 | 0 | ||
TRANSUNION | COM | 89400J107 | 81,037 | 2,620,000 | SH | SOLE | 2,620,000 | 0 | 0 | ||
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 142,384 | 558,500 | SH | SOLE | 558,500 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 187,583 | 2,404,300 | SH | SOLE | 2,404,300 | 0 | 0 | ||
WELLS FARGO & CO NEW | COM | 949746101 | 306,417 | 5,560,100 | SH | SOLE | 5,560,100 | 0 | 0 | ||
WHITING PETE CORP NEW | COM | 966387102 | 140,320 | 11,673,900 | SH | SOLE | 11,673,900 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 19,694 | 540,000 | SH | SOLE | 540,000 | 0 | 0 |