ALLERGAN PLC SHS G0177J108 114003 495000 SH SOLE 495000 0 0 ALPHABET INC CAP STK CL A 02079K305 124629 155000 SH SOLE 155000 0 0 AUTODESK INC COM 052769106 932334 12890000 SH SOLE 12890000 0 0 CDK GLOBAL INC COM 12508E101 144507 2519305 SH SOLE 2519305 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 234874 870000 SH SOLE 870000 0 0 DELL TECHNOLOGIES INC COM CL V 24703L103 112336 2350134 SH SOLE 2350134 0 0 ENVISION HEALTHCARE HLDGS IN COM 29413U103 69037 3100000 SH SOLE 3100000 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 138984 800000 SH SOLE 800000 0 0 MICHAELS COS INC COM 59408Q106 71722 2967390 SH SOLE 2967390 0 0 TEAM HEALTH HOLDINGS INC COM 87817A107 83028 2550000 SH SOLE 2550000 0 0