The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 152,470 | 220,300 | SH | Call | SOLE | 220,300 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 107,343 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 961,446 | 7,301,379 | SH | SOLE | 7,301,379 | 0 | 0 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 1,186,437 | 9,010,000 | SH | Call | SOLE | 9,010,000 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 123,575 | 1,292,630 | SH | SOLE | 1,292,630 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 573,600 | 6,000,000 | SH | Call | SOLE | 6,000,000 | 0 | 0 | |
| AT&T INC | COM | 00206R102 | 1,283,894 | 29,712,900 | SH | Call | SOLE | 29,712,900 | 0 | 0 | |
| AT&T INC | COM | 00206R102 | 226,853 | 5,250,000 | SH | Put | SOLE | 5,250,000 | 0 | 0 | |
| AUTODESK INC | COM | 052769106 | 559,694 | 10,337,903 | SH | SOLE | 10,337,903 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 388,260 | 2,498,457 | SH | SOLE | 2,498,457 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 960,262 | 4,199,887 | SH | SOLE | 4,199,887 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 331,757 | 1,451,000 | SH | Call | SOLE | 1,451,000 | 0 | 0 | |
| COCA COLA CO | COM | 191216100 | 362,640 | 8,000,000 | SH | Call | SOLE | 8,000,000 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 260,760 | 4,000,000 | SH | Call | SOLE | 4,000,000 | 0 | 0 | |
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 183,578 | 1,809,900 | SH | Call | SOLE | 1,809,900 | 0 | 0 | |
| DANAHER CORP DEL | COM | 235851102 | 101,818 | 1,330,100 | SH | Call | SOLE | 1,330,100 | 0 | 0 | |
| DOMINION RES INC VA NEW | COM | 25746U109 | 116,895 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | |
| EXXON MOBIL CORP | COM | 30231G102 | 131,236 | 1,400,000 | SH | Call | SOLE | 1,400,000 | 0 | 0 | |
| EXXON MOBIL CORP | COM | 30231G102 | 641,885 | 6,847,500 | SH | Put | SOLE | 6,847,500 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 405,694 | 3,550,000 | SH | Call | SOLE | 3,550,000 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 209,429 | 1,463,207 | SH | SOLE | 1,463,207 | 0 | 0 | ||
| GENERAL ELECTRIC CO | COM | 369604103 | 94,440 | 3,000,000 | SH | Put | SOLE | 3,000,000 | 0 | 0 | |
| JOHNSON & JOHNSON | COM | 478160104 | 109,170 | 900,000 | SH | Call | SOLE | 900,000 | 0 | 0 | |
| KRAFT HEINZ CO | COM | 500754106 | 176,960 | 2,000,000 | SH | Call | SOLE | 2,000,000 | 0 | 0 | |
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 533,523 | 8,892,050 | SH | SOLE | 8,892,050 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 407,734 | 10,741,137 | SH | SOLE | 10,741,137 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 357,583 | 9,420,000 | SH | Call | SOLE | 9,420,000 | 0 | 0 | |
| MASTERCARD INC | CL A | 57636Q104 | 158,024 | 1,794,500 | SH | Call | SOLE | 1,794,500 | 0 | 0 | |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 417,268 | 5,326,377 | SH | SOLE | 5,326,377 | 0 | 0 | ||
| PEPSICO INC | COM | 713448108 | 211,880 | 2,000,000 | SH | Call | SOLE | 2,000,000 | 0 | 0 | |
| PINNACLE FOODS INC DEL | COM | 72348P104 | 118,169 | 2,552,791 | SH | SOLE | 2,552,791 | 0 | 0 | ||
| PROCTER & GAMBLE CO | COM | 742718109 | 169,340 | 2,000,000 | SH | Call | SOLE | 2,000,000 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 39,705 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 221,374 | 2,050,901 | SH | SOLE | 2,050,901 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 178,332 | 4,121,371 | SH | SOLE | 4,121,371 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 389,430 | 9,000,000 | SH | Call | SOLE | 9,000,000 | 0 | 0 | |
| UNION PAC CORP | COM | 907818108 | 390,728 | 4,478,260 | SH | SOLE | 4,478,260 | 0 | 0 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 737,350 | 13,204,700 | SH | Call | SOLE | 13,204,700 | 0 | 0 | |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 139,600 | 2,500,000 | SH | Put | SOLE | 2,500,000 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 519,190 | 7,000,000 | SH | Call | SOLE | 7,000,000 | 0 | 0 | |
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 436,739 | 5,244,858 | SH | SOLE | 5,244,858 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 218,167 | 2,620,000 | SH | Call | SOLE | 2,620,000 | 0 | 0 | |
| WILLIAMS COS INC DEL | COM | 969457100 | 454,230 | 21,000,000 | SH | SOLE | 21,000,000 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 441,444 | 5,323,736 | SH | SOLE | 5,323,736 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 62,190 | 750,000 | SH | Call | SOLE | 750,000 | 0 | 0 | |