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 |
|
||||||||||||||||
| 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 |
| ALLERGAN PLC | SHS | G0177J108 | 383,456 | 2,300,000 | SH | SOLE | 2,300,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 295,647 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
| AMERICOLD RLTY TR | COM | 03064D108 | 130,580 | 5,930,064 | SH | SOLE | 5,930,064 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 366,520 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 174,382 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 94,200 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 199,581 | 3,727,000 | SH | SOLE | 3,727,000 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 285,184 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 260,249 | 7,958,672 | SH | SOLE | 7,958,672 | 0 | 0 | ||
| CAESARS ENTMT CORP | COM | 127686103 | 577,800 | 54,000,000 | SH | SOLE | 54,000,000 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 195,475 | 3,005,000 | SH | SOLE | 3,005,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 195,570 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 303,026 | 1,384,500 | SH | SOLE | 1,384,500 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 430,500 | 10,500,000 | SH | SOLE | 10,500,000 | 0 | 0 | ||
| DOWDUPONT INC | COM | 26078J100 | 191,168 | 2,900,000 | SH | SOLE | 2,900,000 | 0 | 0 | ||
| EQUIFAX INC | COM | 294429105 | 125,110 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 404,439 | 3,365,000 | SH | SOLE | 3,365,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 513,976 | 2,645,000 | SH | SOLE | 2,645,000 | 0 | 0 | ||
| FGL HLDGS | ORD SHS | G3402M102 | 6,430 | 766,407 | SH | SOLE | 766,407 | 0 | 0 | ||
| FGL HLDGS | *W EXP 11/30/202 | G3402M102 | 12,585 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 214,532 | 10,250,000 | SH | SOLE | 10,250,000 | 0 | 0 | ||
| GOGO INC | COM | 38046C109 | 27,441 | 5,646,370 | SH | SOLE | 5,646,370 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 234,120 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 176,520 | 2,400,000 | SH | SOLE | 2,400,000 | 0 | 0 | ||
| INVESCO QQQ TR | PUT | 46090E103 | 317,552 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | ||
| ISHARES TR | RUS 2000 GRW ETF | 464287648 | 408,660 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 1,392,045 | 8,500,000 | SH | SOLE | 8,500,000 | 0 | 0 | ||
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 177,469 | 1,030,000 | SH | SOLE | 1,030,000 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | 285,594 | 4,705,000 | SH | SOLE | 4,705,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 140,277 | 2,675,000 | SH | SOLE | 2,675,000 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 69,375 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| SOCIAL CAP HEDOSOPHIA HLDGS | CL A | G8250R103 | 25,125 | 2,499,999 | SH | SOLE | 2,499,999 | 0 | 0 | ||
| SOCIAL CAP HEDOSOPHIA HLDGS | *W EXP 09/14/202 | G8250R103 | 8,375 | 833,333 | SH | SOLE | 833,333 | 0 | 0 | ||
| STARS GROUP INC | COM | 85570W100 | 154,275 | 4,250,000 | SH | SOLE | 4,250,000 | 0 | 0 | ||
| TERADYNE INC | COM | 880770102 | 89,655 | 2,355,000 | SH | SOLE | 2,355,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 238,415 | 4,798,056 | SH | SOLE | 4,798,056 | 0 | 0 | ||
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 122,371 | 720,000 | SH | SOLE | 720,000 | 0 | 0 | ||
| VICI PPTYS INC | COM | 925652109 | 361,200 | 17,500,000 | SH | SOLE | 17,500,000 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 106,789 | 1,065,972 | SH | SOLE | 1,065,972 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 364,800 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||