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 A | 02079K305 | 39,978 | 56,825 | SH | SOLE | 56,825 | 0 | 0 | ||
| ALPS ETF TR | ALERIAN MLP | 00162Q866 | 34,897 | 2,743,500 | SH | SOLE | 2,743,500 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 86,010 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 130,823 | 572,177 | SH | SOLE | 572,177 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 24,367 | 60,500 | SH | SOLE | 60,500 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 26,874 | 652,290 | SH | SOLE | 652,290 | 0 | 0 | ||
| ENDO INTL PLC | SHS | G30401106 | 15,590 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| IMPAX LABORATORIES INC | COM | 45256B101 | 64,341 | 2,232,500 | SH | SOLE | 2,232,500 | 0 | 0 | ||
| INSULET CORP | COM | 45784P101 | 18,023 | 596,000 | SH | SOLE | 596,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 76,976 | 2,108,365 | SH | SOLE | 2,108,365 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 95,680 | 2,300,000 | SH | SOLE | 2,300,000 | 0 | 0 | ||
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 379,410 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 73,100 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 60,649 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 64,380 | 868,000 | SH | SOLE | 868,000 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 80,772 | 970,000 | SH | SOLE | 970,000 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 25,523 | 1,180,000 | SH | SOLE | 1,180,000 | 0 | 0 | ||
| WILLIAMS PARTNERS L P NEW | COM UNIT LTD PAR | 96949L105 | 49,362 | 1,425,000 | SH | SOLE | 1,425,000 | 0 | 0 | ||