The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
ELECTRONIC ARTS INC | COM | 285512109 | 8,181 | 80,500 | SH | SOLE | 80,500 | 0 | 0 | ||
CENTENE CORP DEL | COM | 15135B101 | 9,186 | 173,000 | SH | SOLE | 173,000 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 24,858 | 124,500 | SH | SOLE | 124,500 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 9,853 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 10,025 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 10,336 | 27,100 | SH | SOLE | 27,100 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 23,158 | 245,400 | SH | SOLE | 245,400 | 0 | 0 | ||
EQUINIX INC | COM | 29444U700 | 15,997 | 35,302 | SH | SOLE | 35,302 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 17,606 | 686,129 | SH | SOLE | 686,129 | 0 | 0 | ||
CELGENE CORP | COM | 151020104 | 15,189 | 161,000 | SH | SOLE | 161,000 | 0 | 0 | ||
RED HAT INC | COM | 756577102 | 15,831 | 86,650 | SH | SOLE | 86,650 | 0 | 0 | ||
RYANAIR HLDGS PLC | SPONSORED ADS | 783513203 | 15,711 | 209,644 | SH | SOLE | 209,644 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 22,829 | 571,000 | SH | SOLE | 571,000 | 0 | 0 | ||
PG&E CORP | COM | 69331C108 | 9,991 | 561,300 | SH | SOLE | 561,300 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 10,254 | 38,550 | SH | SOLE | 38,550 | 0 | 0 | ||
MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 7,457 | 63,000 | SH | SOLE | 63,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 18,407 | 53,059 | SH | SOLE | 53,059 | 0 | 0 | ||
VISTRA ENERGY CORP | COM | 92840M102 | 20,418 | 784,400 | SH | SOLE | 784,400 | 0 | 0 | ||
FOX CORP | CL A COM | 35137L105 | 13,702 | 373,259 | SH | SOLE | 373,259 | 0 | 0 | ||
ELLIE MAE INC | COM | 28849P100 | 13,195 | 133,700 | SH | Call | SOLE | 133,700 | 0 | 0 | |
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 11,508 | 241,200 | SH | Call | SOLE | 241,200 | 0 | 0 | |
BOEING CO | COM | 097023105 | 5,264 | 13,800 | SH | Call | SOLE | 13,800 | 0 | 0 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 20,893 | 84,500 | SH | Put | SOLE | 84,500 | 0 | 0 | |
MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 83,278 | 703,600 | SH | Call | SOLE | 703,600 | 0 | 0 | |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 430,782 | 1,525,000 | SH | Put | SOLE | 1,525,000 | 0 | 0 | |
ISHARES TR | U.S. REAL ES ETF | 464287739 | 90,243 | 1,036,800 | SH | Put | SOLE | 1,036,800 | 0 | 0 | |
MPLX LP | COM UNIT REP LTD | 55336V100 | 10,032 | 305,000 | SH | Call | SOLE | 305,000 | 0 | 0 | |
HUMANA INC | COM | 444859102 | 21,280 | 80,000 | SH | Call | SOLE | 80,000 | 0 | 0 | |
SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 | 15,756 | 210,000 | SH | Put | SOLE | 210,000 | 0 | 0 | |
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 24,943 | 71,900 | SH | Call | SOLE | 71,900 | 0 | 0 |