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 |
| ADIENT PLC | ORD SHS | G0084W101 | 93,653 | 1,190,000 | SH | SOLE | 1,190,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 37,917 | 219,900 | SH | SOLE | 219,900 | 0 | 0 | ||
| ALLERGAN PLC | SHS | G0177J108 | 35,170 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 170,031 | 1,338,300 | SH | SOLE | 1,338,300 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 63,204 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 74,846 | 64,000 | SH | SOLE | 64,000 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 138,038 | 4,676,100 | SH | SOLE | 4,676,100 | 0 | 0 | ||
| BLUE BUFFALO PET PRODS INC | COM | 09531U102 | 112,798 | 3,440,000 | SH | SOLE | 3,440,000 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 189,933 | 2,664,600 | SH | SOLE | 2,664,600 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 218,710 | 651,000 | SH | SOLE | 651,000 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 34,601 | 465,000 | SH | SOLE | 465,000 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 2,998 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DANAHER CORP DEL | COM | 235851102 | 66,830 | 720,000 | SH | SOLE | 720,000 | 0 | 0 | ||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 49,473 | 1,195,000 | SH | SOLE | 1,195,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 143,586 | 813,700 | SH | SOLE | 813,700 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 91,947 | 1,311,100 | SH | SOLE | 1,311,100 | 0 | 0 | ||
| HD SUPPLY HLDGS INC | COM | 40416M105 | 192,973 | 4,820,700 | SH | SOLE | 4,820,700 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 156,998 | 3,790,400 | SH | SOLE | 3,790,400 | 0 | 0 | ||
| LIBERTY LATIN AMERICA LTD | COM CL C | G9001E128 | 35,965 | 1,808,214 | SH | SOLE | 1,808,214 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 98,223 | 1,740,000 | SH | SOLE | 1,740,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 69,625 | 459,998 | SH | SOLE | 459,998 | 0 | 0 | ||
| OASIS PETE INC NEW | COM | 674215108 | 27,164 | 3,230,000 | SH | SOLE | 3,230,000 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 145,868 | 843,900 | SH | SOLE | 843,900 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 184,420 | 3,608,300 | SH | SOLE | 3,608,300 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 80,242 | 1,460,000 | SH | SOLE | 1,460,000 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 42,943 | 192,000 | SH | SOLE | 192,000 | 0 | 0 | ||
| ULTRA PETROLEUM CORP | COM NEW | 903914208 | 50,624 | 5,587,665 | SH | SOLE | 5,587,665 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 253,238 | 2,221,000 | SH | SOLE | 2,221,000 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 79,467 | 990,000 | SH | SOLE | 990,000 | 0 | 0 | ||
| ZTO EXPRESS CAYMAN INC | SPONSORED ADR | 98980A105 | 64,351 | 4,060,000 | SH | SOLE | 4,060,000 | 0 | 0 | ||