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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 90,068 | 604,000 | SH | SOLE | 604,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 311,771 | 401,100 | SH | Call | SOLE | 401,100 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 225,404 | 269,200 | SH | Call | SOLE | 269,200 | 0 | 0 | |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 1,062,169 | 8,082,861 | SH | SOLE | 8,082,861 | 0 | 0 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 1,157,722 | 8,810,000 | SH | Call | SOLE | 8,810,000 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 734,825 | 6,500,000 | SH | Call | SOLE | 6,500,000 | 0 | 0 | |
| AT&T INC | COM | 00206R102 | 731,386 | 18,010,000 | SH | Call | SOLE | 18,010,000 | 0 | 0 | |
| AT&T INC | COM | 00206R102 | 91,373 | 2,250,000 | SH | Put | SOLE | 2,250,000 | 0 | 0 | |
| AUTODESK INC | COM | 052769106 | 725,842 | 10,035,141 | SH | SOLE | 10,035,141 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 22,660 | 801,568 | SH | SOLE | 801,568 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 350,405 | 2,031,095 | SH | SOLE | 2,031,095 | 0 | 0 | ||
| CALIFORNIA RES CORP | COM NEW | 13057Q206 | 25,625 | 2,050,000 | SH | SOLE | 2,050,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 1,133,843 | 4,199,887 | SH | SOLE | 4,199,887 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 109,848 | 450,000 | SH | Call | SOLE | 450,000 | 0 | 0 | |
| COCA COLA CO | COM | 191216100 | 211,600 | 5,000,000 | SH | Call | SOLE | 5,000,000 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 331,700 | 5,000,000 | SH | Call | SOLE | 5,000,000 | 0 | 0 | |
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 117,763 | 1,250,000 | SH | Call | SOLE | 1,250,000 | 0 | 0 | |
| DANAHER CORP DEL | COM | 235851102 | 223,412 | 2,850,000 | SH | Call | SOLE | 2,850,000 | 0 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 177,593 | 2,250,000 | SH | Call | SOLE | 2,250,000 | 0 | 0 | |
| ENERGY TRANSFER EQUITY L P | COM UT LTD PTN | 29273V100 | 33,580 | 2,000,000 | SH | Call | SOLE | 2,000,000 | 0 | 0 | |
| ENERGY TRANSFER PRTNRS L P | UNIT LTD PARTN | 29273R109 | 129,500 | 3,500,000 | SH | Call | SOLE | 3,500,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 128,270 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 169,013 | 972,846 | SH | SOLE | 972,846 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 144,908 | 1,250,000 | SH | Call | SOLE | 1,250,000 | 0 | 0 | |
| JOHNSON & JOHNSON | COM | 478160104 | 102,253 | 865,600 | SH | Call | SOLE | 865,600 | 0 | 0 | |
| KRAFT HEINZ CO | COM | 500754106 | 179,020 | 2,000,000 | SH | Call | SOLE | 2,000,000 | 0 | 0 | |
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 635,604 | 8,892,050 | SH | SOLE | 8,892,050 | 0 | 0 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 445,243 | 5,519,993 | SH | SOLE | 5,519,993 | 0 | 0 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 201,650 | 2,500,000 | SH | Call | SOLE | 2,500,000 | 0 | 0 | |
| MARATHON PETE CORP | COM | 56585A102 | 435,983 | 10,741,137 | SH | SOLE | 10,741,137 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 382,358 | 9,420,000 | SH | Call | SOLE | 9,420,000 | 0 | 0 | |
| MARRIOTT INTL INC NEW | CL A | 571903202 | 87,731 | 1,303,000 | SH | SOLE | 1,303,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 293,118 | 2,880,200 | SH | Call | SOLE | 2,880,200 | 0 | 0 | |
| NIKE INC | CL B | 654106103 | 36,329 | 690,000 | SH | Call | SOLE | 690,000 | 0 | 0 | |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 534,108 | 5,235,837 | SH | SOLE | 5,235,837 | 0 | 0 | ||
| OCCIDENTAL PETE CORP DEL | COM | 674599105 | 86,775 | 1,190,000 | SH | Call | SOLE | 1,190,000 | 0 | 0 | |
| PEPSICO INC | COM | 713448108 | 217,540 | 2,000,000 | SH | Call | SOLE | 2,000,000 | 0 | 0 | |
| PRICELINE GRP INC | COM NEW | 741503403 | 223,078 | 151,600 | SH | SOLE | 151,600 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 230,029 | 2,050,901 | SH | SOLE | 2,050,901 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 192,550 | 4,121,371 | SH | SOLE | 4,121,371 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 420,480 | 9,000,000 | SH | Call | SOLE | 9,000,000 | 0 | 0 | |
| UNION PAC CORP | COM | 907818108 | 426,036 | 4,368,260 | SH | SOLE | 4,368,260 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 25,400 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 740,715 | 14,250,000 | SH | Call | SOLE | 14,250,000 | 0 | 0 | |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 129,950 | 2,500,000 | SH | Put | SOLE | 2,500,000 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 578,900 | 7,000,000 | SH | Call | SOLE | 7,000,000 | 0 | 0 | |
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 371,593 | 4,609,187 | SH | SOLE | 4,609,187 | 0 | 0 | ||
| WESTLAKE CHEM CORP | COM | 960413102 | 108,193 | 2,022,301 | SH | SOLE | 2,022,301 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 645,330 | 21,000,000 | SH | SOLE | 21,000,000 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 252,277 | 2,778,078 | SH | SOLE | 2,778,078 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 68,108 | 750,000 | SH | Call | SOLE | 750,000 | 0 | 0 | |