ACADIA PHARMACEUTICALS INC COM 004225108 54386 1443738 SH SOLE 1443738 0 0 ALEXION PHARMACEUTICALS INC COM 015351109 77160 550000 SH SOLE 550000 0 0 ALLERGAN PLC SHS G0177J108 246110 1200829 SH SOLE 1200829 0 0 ALPHABET INC CAP STK CL C 02079K107 287733 300000 SH SOLE 300000 0 0 ALTABA INC COM 021346101 34485 520600 SH SOLE 520600 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 119300 1000000 SH SOLE 1000000 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 382620 3500000 SH SOLE 3500000 0 0 AXALTA COATING SYS LTD COM G0750C108 144600 5000000 SH SOLE 5000000 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 65149 700000 SH SOLE 700000 0 0 BOEING CO COM 097023105 58468 230000 SH SOLE 230000 0 0 BROADCOM LTD SHS Y09827109 158864 655000 SH SOLE 655000 0 0 CAESARS ACQUISITION CO CL A 12768T103 9207 429219 SH SOLE 429219 0 0 CAESARS ENTMT CORP COM 127686103 33375 2500000 SH SOLE 2500000 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 480941 1323376 SH SOLE 1323376 0 0 CLEAR CHANNEL OUTDOOR HLDGS CL A 18451C109 10139 2180324 SH SOLE 2180324 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 249615 3441068 SH SOLE 3441068 0 0 COMCAST CORP NEW CL A 20030N101 91325 2373312 SH SOLE 2373312 0 0 CONSTELLATION BRANDS INC CL A 21036P108 349038 1750000 SH SOLE 1750000 0 0 D R HORTON INC COM 23331A109 598950 15000000 SH SOLE 15000000 0 0 DEERE & CO COM 244199105 87913 700000 SH SOLE 700000 0 0 DELPHI AUTOMOTIVE PLC SHS G27823106 184500 1875000 SH SOLE 1875000 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 48181 999190 SH SOLE 999190 0 0 DOWDUPONT INC COM 26078J100 346150 5000000 SH SOLE 5000000 0 0 FOREST CITY RLTY TR INC COM CL A 345605109 420915 16500000 SH SOLE 16500000 0 0 GLOBAL EAGLE ENTMT INC NOTE 2.750% 2/1 37951DAB8 8107 12250000 SH SOLE 12250000 0 0 GOGO INC COM 38046C109 38382 3250000 SH SOLE 3250000 0 0 HERTZ GLOBAL HLDGS INC COM 42806J106 2177 97362 SH SOLE 97362 0 0 HOME DEPOT INC COM 437076102 163560 1000000 SH SOLE 1000000 0 0 HUMANA INC COM 444859102 171122 702384 SH SOLE 702384 0 0 HYATT HOTELS CORP COM CL A 448579102 215097 3481100 SH SOLE 3481100 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 148180 1000000 SH SOLE 1000000 0 0 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 190125 1300000 SH SOLE 1300000 0 0 KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 89816 2180000 SH SOLE 2180000 0 0 LIBERTY BROADBAND CORP COM SER A 530307107 44230 469636 SH SOLE 469636 0 0 LIBERTY BROADBAND CORP COM SER C 530307305 92614 971820 SH SOLE 971820 0 0 LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 71004 1233776 SH SOLE 1233776 0 0 MGM RESORTS INTERNATIONAL COM 552953101 309605 9500000 SH SOLE 9500000 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 90031 625000 SH SOLE 625000 0 0 SOCIAL CAP HEDOSOPHIA HLDGS UNIT 99/99/9999 G8250R111 26375 2500000 SH SOLE 2500000 0 0 SPIRIT RLTY CAP INC NEW COM 84860W102 188540 22000000 SH SOLE 22000000 0 0 SYNCHRONY FINL COM 87165B103 353970 11400000 SH SOLE 11400000 0 0 TESARO INC COM 881569107 51640 400000 SH SOLE 400000 0 0 TIME WARNER INC COM NEW 887317303 204900 2000000 SH SOLE 2000000 0 0 ULTRA PETROLEUM CORP COM NEW 903914208 17876 2061823 SH SOLE 2061823 0 0 VISA INC COM CL A 92826C839 199956 1900000 SH SOLE 1900000 0 0 ZAYO GROUP HLDGS INC COM 98919V105 298938 8685000 SH SOLE 8685000 0 0