ADVANCE AUTO PARTS INCCOM00751Y106316321012SHSOLE2101200ALLERGAN PLCSHSG0177J108908329066SHSOLE2906600ALPHABET INCCAP STK CL C02079K107953512564SHSOLE1256400APPLE INCCOM037833100642161002SHSOLE6100200ATLASSIAN CORP PLCCL AG062421042418018SHSOLE801800BANK AMER CORPCOM0605051044837287398SHSOLE28739800BIOGEN INCCOM09062X10321587045SHSOLE704500CANADIAN NAT RES LTDCOM136385101216298863SHSOLE9886300CENTERPOINT ENERGY INCCOM15189T107175395496SHSOLE9549600CF INDS HLDGS INCCOM125269100176843328SHSOLE4332800CHARTER COMMUNICATIONS INC DCL A NEW16117M305587832101SHSOLE3210100CHESAPEAKE ENERGY CORPCOM165167107633140632SHSOLE14063200COMCAST CORP NEWCL A20030N10110701189632SHSOLE18963200DIAMOND OFFSHORE DRILLING INCOM25271C10250724040SHSOLE2404000DISNEY WALT COCOM DISNEY254687106658962700SHPutSOLE6270000DOLLAR TREE INCCOM256746108482062423SHSOLE6242300ELECTRUM SPL ACQUISITION COR*W EXP 99/99/999G3105C112940645SHSOLE4064500ELECTRUM SPL ACQUISITION CORSHSG3105C10439240645SHSOLE4064500EXPEDIA INC DELCOM NEW30212P303729658695SHSOLE5869500FACEBOOK INCCL A30303M102294528135SHSOLE2813500FLEETCOR TECHNOLOGIES INCCOM339041105413328916SHSOLE2891600GRACE W R & CO DEL NEWCOM38388F1084995011SHSOLE501100HALLIBURTON COCOM40621610137511012SHSOLE1101200IMS HEALTH HLDGS INCCOM44970B1094538178178SHSOLE17817800INFRAREIT INCCOM45685L10075440749SHSOLE4074900INTUITCOM461202103120712506SHSOLE1250600ISTAR INCCOM45031U1012053175035SHSOLE17503500JD COM INCSPON ADR CL A47215P1067701238686SHSOLE23868600KING DIGITAL ENTMT PLCORD SHSG5258J1094040225957SHSOLE22595700LEVEL 3 COMMUNICATIONS INCCOM NEW52729N30815522285538SHSOLE28553800LEVEL 3 COMMUNICATIONS INCCOM NEW52729N308130524000SHCallSOLE2400000LIBERTY GLOBAL PLCSHS CL CG5480U1205097125017SHSOLE12501700MASTERCARD INCCL A57636Q104508352212SHSOLE5221200MICROSOFT CORPCOM59491810413291239567SHSOLE23956700MICROSOFT CORPCOM59491810412894232400SHCallSOLE23240000NETFLIX INCCOM64110L106183116004SHSOLE1600400NEXTERA ENERGY INCCOM65339F101647962363SHSOLE6236300NEXTERA ENERGY PARTNERS LPCOM UNIT PART IN65341B106193364750SHSOLE6475000NORTHSTAR ASSET MGMT GROUP ICOM66705Y10433527628SHSOLE2762800NORTHSTAR RLTY FIN CORPCOM66704R80368340091SHSOLE4009100NORTHSTAR RLTY FIN CORPCOM66704R8031706100200SHCallSOLE10020000NOVAGOLD RES INCCOM NEW66987E2061350320551SHSOLE32055100NRG YIELD INCCL A NEW62942X30684560721SHSOLE6072100NRG YIELD INCCL C62942X405121782482SHSOLE8248200OCWEN FINL CORPCOM NEW67574630948269086SHSOLE6908600PBF ENERGY INCCL A69318G106317986365SHSOLE8636500PFIZER INCCOM7170811038026248625SHSOLE24862500PIONEER NAT RES COCOM723787107242419334SHSOLE1933400SPDR SERIES TRUSTS&P OILGAS EXP78464A7302999902SHSOLE990200TERRAFORM GLOBAL INCCL A88104M10139069825SHSOLE6982500TESORO CORPCOM881609101350133228SHSOLE3322800TRANSOCEAN LTDREG SHSH8817H1005795468060SHSOLE46806000VALEANT PHARMACEUTICALS INTLCOM91911K102364135822SHSOLE3582200VALERO ENERGY CORP NEWCOM91913Y100349449420SHSOLE4942000VISA INCCOM CL A92826C839493863672SHSOLE6367200WALTER INVT MGMT CORPCOM93317W10229620827SHSOLE2082700WILLIAMS COS INC DELCOM969457100138854000SHCallSOLE5400000WIX COM LTDSHSM980681052361103760SHSOLE10376000