ADIENT PLC ORD SHS G0084W101 154316 2360300 SH SOLE 2360300 0 0 ALLERGAN PLC SHS G0177J108 349563 1438000 SH SOLE 1438000 0 0 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 109806 1376700 SH SOLE 1376700 0 0 ALPHABET INC CAP STK CL A 02079K305 174315 187500 SH SOLE 187500 0 0 AMAZON COM INC COM 023135106 114611 118400 SH SOLE 118400 0 0 AUTODESK INC COM 052769106 100870 1000500 SH SOLE 1000500 0 0 BANK AMER CORP COM 060505104 339710 14002900 SH SOLE 14002900 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 51204 563800 SH SOLE 563800 0 0 CDK GLOBAL INC COM 12508E101 241879 3897500 SH SOLE 3897500 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 267223 793300 SH SOLE 793300 0 0 CITIGROUP INC COM NEW 172967424 216885 3242900 SH SOLE 3242900 0 0 CSX CORP COM 126408103 252138 4621300 SH SOLE 4621300 0 0 DANAHER CORP DEL COM 235851102 125547 1487700 SH SOLE 1487700 0 0 DEVON ENERGY CORP NEW COM 25179M103 43908 1373400 SH SOLE 1373400 0 0 FACEBOOK INC CL A 30303M102 297763 1972200 SH SOLE 1972200 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 175100 1214200 SH SOLE 1214200 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 96726 435900 SH SOLE 435900 0 0 GRACE W R & CO DEL NEW COM 38388F108 96882 1345400 SH SOLE 1345400 0 0 HD SUPPLY HLDGS INC COM 40416M105 211163 6894000 SH SOLE 6894000 0 0 JD COM INC SPON ADR CL A 47215P106 208090 5305700 SH SOLE 5305700 0 0 KRAFT HEINZ CO COM 500754106 112796 1317100 SH SOLE 1317100 0 0 LAMB WESTON HLDGS INC COM 513272104 112042 2544100 SH SOLE 2544100 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 10935 350700 SH SOLE 350700 0 0 LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 96970 4529200 SH SOLE 4529200 0 0 MASTERCARD INCORPORATED CL A 57636Q104 107192 882600 SH SOLE 882600 0 0 MGM RESORTS INTERNATIONAL COM 552953101 53700 1716216 SH SOLE 1716216 0 0 OASIS PETE INC NEW COM 674215108 29325 3642900 SH SOLE 3642900 0 0 OCH ZIFF CAP MGMT GROUP CL A 67551U105 21443 8376100 SH SOLE 8376100 0 0 PIONEER NAT RES CO COM 723787107 126451 792400 SH SOLE 792400 0 0 PLATFORM SPECIALTY PRODS COR COM 72766Q105 135824 10711700 SH SOLE 10711700 0 0 PRICELINE GRP INC COM NEW 741503403 56067 29974 SH SOLE 29974 0 0 RANGE RES CORP COM 75281A109 44018 1899800 SH SOLE 1899800 0 0 SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 188502 4412500 SH SOLE 4412500 0 0 TRANSDIGM GROUP INC COM 893641100 281426 1046700 SH SOLE 1046700 0 0 TRANSUNION COM 89400J107 66888 1544400 SH SOLE 1544400 0 0 ULTRA PETROLEUM CORP COM NEW 903914208 102721 9467328 SH SOLE 9467328 0 0 VISA INC COM CL A 92826C839 191114 2037900 SH SOLE 2037900 0 0 WAYFAIR INC CL A 94419L101 56822 739100 SH SOLE 739100 0 0 WELLS FARGO CO NEW COM 949746101 197825 3570200 SH SOLE 3570200 0 0 WHITING PETE CORP NEW COM 966387102 30106 5463900 SH SOLE 5463900 0 0 ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 65872 4718600 SH SOLE 4718600 0 0