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 | 756,808 | 733,490 | SH | SOLE | 733,490 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 309,537 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 1,412,367 | 12,846,706 | SH | SOLE | 12,846,706 | 0 | 0 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 2,341,722 | 21,300,000 | SH | Call | SOLE | 21,300,000 | 0 | 0 | |
| AXALTA COATING SYS LTD | COM | G0750C108 | 83,536 | 2,767,000 | SH | SOLE | 2,767,000 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 877,462 | 3,723,581 | SH | SOLE | 3,723,581 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 341,239 | 1,096,455 | SH | SOLE | 1,096,455 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 762,262 | 22,307,929 | SH | SOLE | 22,307,929 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 632,145 | 18,500,000 | SH | Call | SOLE | 18,500,000 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 700,763 | 3,074,600 | SH | Call | SOLE | 3,074,600 | 0 | 0 | |
| ENERGY TRANSFER EQUITY L P | COM UT LTD PTN | 29273V100 | 127,890 | 9,000,000 | SH | Call | SOLE | 9,000,000 | 0 | 0 | |
| ENERGY TRANSFER PARTNERS LP | UNIT LTD PRT INT | 29278N103 | 145,980 | 6,000,000 | SH | Call | SOLE | 6,000,000 | 0 | 0 | |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 24,480 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 373,765 | 2,339,100 | SH | SOLE | 2,339,100 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 319,580 | 2,000,000 | SH | Call | SOLE | 2,000,000 | 0 | 0 | |
| JPMORGAN CHASE & CO | ALERIAN ML ETN | 46625H365 | 178,800 | 7,450,000 | SH | Call | SOLE | 7,450,000 | 0 | 0 | |
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 761,960 | 8,892,050 | SH | SOLE | 8,892,050 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 370,200 | 12,000,000 | SH | SOLE | 12,000,000 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 815,880 | 6,000,000 | SH | Call | SOLE | 6,000,000 | 0 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 769,297 | 21,967,361 | SH | SOLE | 21,967,361 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 525,300 | 15,000,000 | SH | Call | SOLE | 15,000,000 | 0 | 0 | |
| NORFOLK SOUTHERN CORP | COM | 655844108 | 391,479 | 2,883,187 | SH | SOLE | 2,883,187 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 1,758,416 | 15,029,194 | SH | SOLE | 15,029,194 | 0 | 0 | ||
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 | 27,538 | 1,250,000 | SH | Call | SOLE | 1,250,000 | 0 | 0 | |
| PRAXAIR INC | COM | 74005P104 | 432,900 | 3,000,000 | SH | Call | SOLE | 3,000,000 | 0 | 0 | |
| SAP SE | SPON ADR | 803054204 | 243,278 | 2,313,408 | SH | SOLE | 2,313,408 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 1,264,240 | 9,404,446 | SH | SOLE | 9,404,446 | 0 | 0 | ||
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 156,990 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | |
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 634,018 | 9,684,100 | SH | Call | SOLE | 9,684,100 | 0 | 0 | |