ACADIA PHARMACEUTICALS INC COM 004225108 68760 2000000 SH SOLE 2000000 0 0 AERIE PHARMACEUTICALS INC COM 00771V108 36280 800000 SH SOLE 800000 0 0 ALEXION PHARMACEUTICALS INC COM 015351109 90930 750000 SH SOLE 750000 0 0 ALLERGAN PLC SHS G0177J108 215028 900000 SH SOLE 900000 0 0 ALPHABET INC CAP STK CL C 02079K107 261311 315000 SH SOLE 315000 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 82320 750000 SH SOLE 750000 0 0 AUTOZONE INC COM 053332102 216915 300000 SH SOLE 300000 0 0 AXALTA COATING SYS LTD COM G0750C108 151340 4700000 SH SOLE 4700000 0 0 BALL CORP COM 058498106 154090 2075000 SH SOLE 2075000 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 70224 800000 SH SOLE 800000 0 0 BIOVERATIV INC COM 09075E100 170169 3124664 SH SOLE 3124664 0 0 BROADCOM LTD SHS Y09827109 328440 1500000 SH SOLE 1500000 0 0 CAESARS ACQUISITION CO CL A 12768T103 6610 429219 SH SOLE 429219 0 0 CAESARS ENTMT CORP COM 127686103 59400 6219917 SH SOLE 6219917 0 0 CASEYS GEN STORES INC COM 147528103 115056 1025000 SH SOLE 1025000 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 559717 1710000 SH SOLE 1710000 0 0 CLEAR CHANNEL OUTDOOR HLDGS CL A 18451C109 5177 855625 SH SOLE 855625 0 0 CLOVIS ONCOLOGY INC COM 189464100 22284 350000 SH SOLE 350000 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 255936 4300000 SH SOLE 4300000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 324140 2000000 SH SOLE 2000000 0 0 CSX CORP COM 126408103 139650 3000000 SH SOLE 3000000 0 0 CSX CORP CALL 126408103 93100 2000000 SH SOLE 2000000 0 0 DELPHI AUTOMOTIVE PLC SHS G27823106 199213 2475000 SH SOLE 2475000 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 114900 2500000 SH SOLE 2500000 0 0 DELTA AIR LINES INC DEL CALL 247361702 160860 3500000 SH SOLE 3500000 0 0 DOW CHEM CO COM 260543103 190620 3000000 SH SOLE 3000000 0 0 EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 37255 2337228 SH SOLE 2337228 0 0 FOREST CITY RLTY TR INC COM CL A 345605109 337590 15500000 SH SOLE 15500000 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 128774 3577066 SH SOLE 3577066 0 0 HDFC BANK LTD ADR REPS 3 SHS 40415F101 48893 650000 SH SOLE 650000 0 0 HOME DEPOT INC COM 437076102 183538 1250000 SH SOLE 1250000 0 0 HUMANA INC COM 444859102 262828 1275000 SH SOLE 1275000 0 0 IMPAX LABORATORIES INC COM 45256B101 13915 1100000 SH SOLE 1100000 0 0 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 108848 750000 SH SOLE 750000 0 0 JETBLUE AIRWAYS CORP COM 477143101 43400 2105787 SH SOLE 2105787 0 0 LIBERTY BROADBAND CORP COM SER A 530307107 27029 317656 SH SOLE 317656 0 0 LIBERTY BROADBAND CORP COM SER C 530307305 66096 765000 SH SOLE 765000 0 0 MGM RESORTS INTERNATIONAL COM 552953101 239750 8750000 SH SOLE 8750000 0 0 NEUROCRINE BIOSCIENCES INC COM 64125C109 38970 900000 SH SOLE 900000 0 0 NOBLE CORP PLC SHS USD G65431101 61900 10000000 SH SOLE 10000000 0 0 PAYPAL HLDGS INC COM 70450Y103 333405 7750000 SH SOLE 7750000 0 0 RIO TINTO PLC CALL 767204100 81360 2000000 SH SOLE 2000000 0 0 SABRE CORP COM 78573M104 44499 2100000 SH SOLE 2100000 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 406249 3375000 SH SOLE 3375000 0 0 SCHWAB CHARLES CORP NEW COM 808513105 122430 3000000 SH SOLE 3000000 0 0 SCORPIO BULKERS INC COM Y7546A122 28980 3150000 SH SOLE 3150000 0 0 STAR BULK CARRIERS CORP SHS PAR Y8162K204 47520 4000000 SH SOLE 4000000 0 0 SYNCHRONY FINL COM 87165B103 300125 8750000 SH SOLE 8750000 0 0 TESARO INC COM 881569107 76935 500000 SH SOLE 500000 0 0 TESORO CORP COM 881609101 91598 1130000 SH SOLE 1130000 0 0 TIME WARNER INC COM NEW 887317303 403749 4132115 SH SOLE 4132115 0 0 TOTAL SYS SVCS INC COM 891906109 42768 800000 SH SOLE 800000 0 0 TURQUOISE HILL RES LTD COM 900435108 27463 9000000 SH SOLE 9000000 0 0 VISA INC COM CL A 92826C839 199958 2250000 SH SOLE 2250000 0 0 WHITING PETE CORP NEW COM 966387102 47300 5000000 SH SOLE 5000000 0 0 ZAYO GROUP HLDGS INC COM 98919V105 190738 5797514 SH SOLE 5797514 0 0