The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AGIOS PHARMACEUTICALS INC COM 00847X104 536 8,023 SH   SOLE   8,023 0 0
AKORN INC COM 009728106 295 8,899 SH   SOLE   8,899 0 0
ALERE INC COM 01449J105 3,653 71,651 SH   SOLE   71,651 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 511 3,640 SH   SOLE   3,640 0 0
ALPHABET INC CAP STK CL A 02079K305 9,327 9,579 SH   SOLE   9,579 0 0
ALTABA INC COM 021346101 7,872 118,845 SH   SOLE   118,845 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 40,888 342,732 SH   SOLE   342,732 0 0
BARD C R INC COM 067383109 6,046 18,863 SH   SOLE   18,863 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 2,908 243,310 SH   SOLE   243,310 0 0
CALPINE CORP COM NEW 131347304 590 40,000 SH   SOLE   40,000 0 0
CELGENE CORP COM 151020104 1,487 10,200 SH   SOLE   10,200 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 10,356 28,496 SH   SOLE   28,496 0 0
CONSTELLATION BRANDS INC CL A 21036P108 24,660 123,640 SH   SOLE   123,640 0 0
DELEK US HLDGS INC NEW COM 24665A103 6,549 245,000 SH   SOLE   245,000 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 7,210 93,387 SH   SOLE   93,387 0 0
DOLLAR TREE INC COM 256746108 12,526 144,271 SH   SOLE   144,271 0 0
FACEBOOK INC CL A 30303M102 16,863 98,689 SH   SOLE   98,689 0 0
GILEAD SCIENCES INC COM 375558103 703 8,677 SH   SOLE   8,677 0 0
GOPRO INC CL A 38268T103 879 79,802 SH   SOLE   79,802 0 0
GRACE W R & CO DEL NEW COM 38388F108 5,765 79,900 SH   SOLE   79,900 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 3,431 156,733 SH   SOLE   156,733 0 0
INCYTE CORP COM 45337C102 1,189 10,182 SH   SOLE   10,182 0 0
IONIS PHARMACEUTICALS INC COM 462222100 1,236 24,375 SH   SOLE   24,375 0 0
KITE PHARMA INC COM 49803L109 1,798 10,000 SH   SOLE   10,000 0 0
KRAFT HEINZ CO COM 500754106 13,718 176,892 SH   SOLE   176,892 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 3,197 60,000 SH   SOLE   60,000 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 2,082 49,692 SH   SOLE   49,692 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,462 17,433 SH   SOLE   17,433 0 0
MONSANTO CO NEW COM 61166W101 2,972 24,800 SH   SOLE   24,800 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 6,879 124,510 SH   SOLE   124,510 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 620 10,118 SH   SOLE   10,118 0 0
PAREXEL INTL CORP COM 699462107 266 3,025 SH   SOLE   3,025 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 3,075 21,140 SH   SOLE   21,140 0 0
PQ GROUP HLDGS INC COM 73943T103 4,744 275,000 SH   SOLE   275,000 0 0
PRAXAIR INC COM 74005P104 18,166 130,000 SH   SOLE   130,000 0 0
RADIUS HEALTH INC COM NEW 750469207 617 16,018 SH   SOLE   16,018 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 13,413 209,973 SH   SOLE   209,973 0 0
RICE ENERGY INC COM 762760106 1,881 65,000 SH   SOLE   65,000 0 0
ROCKWELL COLLINS INC COM 774341101 1,961 15,000 SH   SOLE   15,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1,683 31,180 SH   SOLE   31,180 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1,383 23,400 SH   SOLE   23,400 0 0
SHERWIN WILLIAMS CO COM 824348106 10,330 28,851 SH   SOLE   28,851 0 0
STRAIGHT PATH COMMUNICATNS I CL B 862578101 2,110 11,677 SH   SOLE   11,677 0 0
TARGA RES CORP COM 87612G101 10,643 225,000 SH   SOLE   225,000 0 0
TESARO INC COM 881569107 455 3,523 SH   SOLE   3,523 0 0
TIME INC NEW COM 887228104 416 30,831 SH   SOLE   30,831 0 0
TIME WARNER INC COM NEW 887317303 7,274 71,000 SH   SOLE   71,000 0 0
TRIBUNE MEDIA CO CL A 896047503 2,492 61,000 SH   SOLE   61,000 0 0
U S G CORP COM NEW 903293405 2,491 76,300 SH   SOLE   76,300 0 0
UNITED STATES STL CORP NEW COM 912909108 5,132 200,000 SH   SOLE   200,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1,030 8,875 SH   SOLE   8,875 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 667 4,389 SH   SOLE   4,389 0 0
VISA INC COM CL A 92826C839 24,028 228,317 SH   SOLE   228,317 0 0