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 |
ABBOTT LABS | COM | 002824100 | 88,809 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | ||
ACADIA PHARMACEUTICALS INC | COM | 004225108 | 25,448 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
AETNA INC NEW | COM | 00817Y108 | 40,408 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 45,102 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
ALDER BIOPHARMACEUTICALS INC | COM | 014339105 | 32,770 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 49,016 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
ALLERGAN PLC | SHS | G0177J108 | 345,465 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 318,689 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 142,343 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 382,403 | 2,910,000 | SH | SOLE | 2,910,000 | 0 | 0 | ||
ASHLAND GLOBAL HLDGS INC | COM | 044186104 | 26,950 | 232,425 | SH | SOLE | 232,425 | 0 | 0 | ||
ATLANTICA YIELD PLC | SHS | G0751N103 | 48,965 | 2,575,774 | SH | SOLE | 2,575,774 | 0 | 0 | ||
BAKER HUGHES INC | COM | 057224107 | 100,940 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
BALL CORP | COM | 058498106 | 434,335 | 5,300,000 | SH | SOLE | 5,300,000 | 0 | 0 | ||
BIOGEN INC | COM | 09062X103 | 142,429 | 455,000 | SH | SOLE | 455,000 | 0 | 0 | ||
BIOGEN INC | CALL | 09062X103 | 62,606 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 78,642 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
BROADCOM LTD | SHS | Y09827109 | 396,796 | 2,300,000 | SH | SOLE | 2,300,000 | 0 | 0 | ||
CAESARS ACQUISITION CO | CL A | 12768T103 | 1,608 | 129,454 | SH | SOLE | 129,454 | 0 | 0 | ||
CAESARS ENTMT CORP | COM | 127686103 | 40,975 | 5,500,000 | SH | SOLE | 5,500,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 715,387 | 2,649,876 | SH | SOLE | 2,649,876 | 0 | 0 | ||
CHESAPEAKE ENERGY CORP | COM | 165167107 | 125,400 | 20,000,000 | SH | SOLE | 20,000,000 | 0 | 0 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 35,782 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
COMSTOCK RES INC | COM | 205768302 | 6,336 | 829,254 | SH | SOLE | 829,254 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 208,112 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
CSRA INC | COM | 12650T104 | 48,912 | 1,818,279 | SH | SOLE | 1,818,279 | 0 | 0 | ||
DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 316,779 | 4,441,657 | SH | SOLE | 4,441,657 | 0 | 0 | ||
EXPEDIA INC DEL | COM NEW | 30212P303 | 87,540 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
FORTIVE CORP | COM | 34959J108 | 50,900 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 221,112 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
IHS MARKIT LTD | SHS | G47567105 | 187,750 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
KELLOGG CO | COM | 487836108 | 12,899 | 166,500 | SH | SOLE | 166,500 | 0 | 0 | ||
LA QUINTA HLDGS INC | COM | 50420D108 | 55,900 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
LEIDOS HLDGS INC | COM | 525327102 | 47,608 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
LIBERTY INTERACTIVE CORP | QVC GP COM SER A | 53071M104 | 50,025 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
MGIC INVT CORP WIS | COM | 552848103 | 53,600 | 6,700,000 | SH | SOLE | 6,700,000 | 0 | 0 | ||
MOLSON COORS BREWING CO | CL B | 60871R209 | 137,250 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 58,236 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 76,110 | 746,103 | SH | SOLE | 746,103 | 0 | 0 | ||
OPHTHOTECH CORP | COM | 683745103 | 13,839 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 49,295 | 33,500 | SH | SOLE | 33,500 | 0 | 0 | ||
QIAGEN NV | REG SHS | N72482107 | 27,440 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
RADIAN GROUP INC | COM | 750236101 | 52,845 | 3,900,000 | SH | SOLE | 3,900,000 | 0 | 0 | ||
REALOGY HLDGS CORP | COM | 75605Y106 | 77,580 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
SBA COMMUNICATIONS CORP | COM | 78388J106 | 165,436 | 1,475,000 | SH | SOLE | 1,475,000 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 41,499 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
SOUTHWEST AIRLS CO | COM | 844741108 | 194,450 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
SOUTHWESTERN ENERGY CO | COM | 845467109 | 121,100 | 8,750,000 | SH | SOLE | 8,750,000 | 0 | 0 | ||
SPDR GOLD TRUST | CALL | 78463V107 | 188,460 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
SPDR SERIES TRUST | S&P OILGAS EXP | 78464A730 | 115,380 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
SYNCHRONY FINL | COM | 87165B103 | 322,000 | 11,500,000 | SH | SOLE | 11,500,000 | 0 | 0 | ||
TRANSOCEAN LTD | REG SHS | H8817H100 | 79,950 | 7,500,000 | SH | SOLE | 7,500,000 | 0 | 0 | ||
U S SILICA HLDGS INC | COM | 90346E103 | 23,280 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 73,148 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
WASTE CONNECTIONS INC | COM | 94106B101 | 83,350 | 1,115,800 | SH | SOLE | 1,115,800 | 0 | 0 | ||
WHITING PETE CORP NEW | COM | 966387102 | 65,550 | 7,500,000 | SH | SOLE | 7,500,000 | 0 | 0 | ||
WILLIAMS COS INC DEL | COM | 969457100 | 185,916 | 6,050,000 | SH | SOLE | 6,050,000 | 0 | 0 | ||
YAHOO INC | COM | 984332106 | 147,102 | 3,413,044 | SH | SOLE | 3,413,044 | 0 | 0 | ||
YUM BRANDS INC | COM | 988498101 | 90,810 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 172,244 | 5,797,514 | SH | SOLE | 5,797,514 | 0 | 0 |