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
ACTIVISION BLIZZARD INC COM 00507V109 166,095 2,176,301 SH   SOLE N/A 2,176,301 0 0
ALPHABET INC CAP STK CL C 02079K107 99,951 89,590 SH   SOLE N/A 89,590 0 0
AMAZON COM INC COM 023135106 63,884 37,583 SH   SOLE N/A 37,583 0 0
ANDEAVOR COM 03349M105 271,613 2,070,539 SH   SOLE N/A 2,070,539 0 0
AUTODESK INC COM 052769106 146,748 1,119,446 SH   SOLE N/A 1,119,446 0 0
BANK AMER CORP COM 060505104 84,510 2,997,886 SH   SOLE N/A 2,997,886 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 282 1 SH   SOLE N/A 1 0 0
CARS COM INC COM 14575E105 41,469 1,460,680 SH   SOLE N/A 1,460,680 0 0
CHENIERE ENERGY INC COM NEW 16411R208 294,398 4,516,005 SH   SOLE N/A 4,516,005 0 0
CISION LTD SHS G1992S109 14,030 938,492 SH   SOLE N/A 938,492 0 0
CITIGROUP INC COM NEW 172967424 66,920 1,000,000 SH Call SOLE N/A 1,000,000 0 0
CITIGROUP INC COM NEW 172967424 161,013 2,406,052 SH   SOLE N/A 2,406,052 0 0
CSX CORP COM 126408103 284,293 4,457,402 SH   SOLE N/A 4,457,402 0 0
ENCANA CORP COM 292505104 208,470 15,974,685 SH   SOLE N/A 15,974,685 0 0
FACEBOOK INC CL A 30303M102 97,071 499,544 SH   SOLE N/A 499,544 0 0
FIRST DATA CORP NEW COM CL A 32008D106 389,613 18,615,028 SH   SOLE N/A 18,615,028 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 309,599 1,469,733 SH   SOLE N/A 1,469,733 0 0
IAC INTERACTIVECORP COM 44919P508 190,230 1,247,491 SH   SOLE N/A 1,247,491 0 0
IQVIA HLDGS INC COM 46266C105 87,695 878,534 SH   SOLE N/A 878,534 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 69,328 1,600,000 SH Call SOLE N/A 1,600,000 0 0
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 44,870 1,061,511 SH   SOLE N/A 1,061,511 0 0
MARATHON PETE CORP COM 56585A102 15,591 222,214 SH   SOLE N/A 222,214 0 0
MASTERCARD INCORPORATED CL A 57636Q104 155,230 789,892 SH   SOLE N/A 789,892 0 0
MATCH GROUP INC COM 57665R106 82,315 2,124,799 SH   SOLE N/A 2,124,799 0 0
MICROSOFT CORP COM 594918104 378,441 3,837,753 SH   SOLE N/A 3,837,753 0 0
NRG ENERGY INC COM NEW 629377508 181,405 5,908,951 SH   SOLE N/A 5,908,951 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 114,068 4,110,551 SH   SOLE N/A 4,110,551 0 0
PAYPAL HLDGS INC COM 70450Y103 79,399 953,516 SH   SOLE N/A 953,516 0 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 55,789 2,298,684 SH   SOLE N/A 2,298,684 0 0
PRAXAIR INC COM 74005P104 190,134 1,202,238 SH   SOLE N/A 1,202,238 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 118,104 1,958,605 SH   SOLE N/A 1,958,605 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 64,135 2,412,000 SH Call SOLE N/A 2,412,000 0 0
SERVICENOW INC COM 81762P102 59,951 347,602 SH   SOLE N/A 347,602 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 118,650 1,000,000 SH Call SOLE N/A 1,000,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 406,920 1,500,000 SH Call SOLE N/A 1,500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 189,896 700,000 SH Put SOLE N/A 700,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 244,402 1,452,699 SH   SOLE N/A 1,452,699 0 0
STEEL DYNAMICS INC COM 858119100 158,017 3,438,892 SH   SOLE N/A 3,438,892 0 0
STITCH FIX INC COM CL A 860897107 42,601 1,552,502 SH   SOLE N/A 1,552,502 0 0
SUMMIT MATLS INC CL A 86614U100 39,285 1,496,570 SH   SOLE N/A 1,496,570 0 0
TECK RESOURCES LTD CL B 878742204 16,223 637,447 SH   SOLE N/A 637,447 0 0
ULTA BEAUTY INC COM 90384S303 118,675 508,332 SH   SOLE N/A 508,332 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 15,059 675,010 SH   SOLE N/A 675,010 0 0
VISA INC COM CL A 92826C839 132,273 998,666 SH   SOLE N/A 998,666 0 0
WILLIAMS COS INC DEL COM 969457100 73,335 2,705,072 SH   SOLE N/A 2,705,072 0 0
WIX COM LTD SHS M98068105 346,251 3,452,157 SH   SOLE N/A 3,452,157 0 0
WORLDPAY INC CL A 981558109 224,818 2,749,056 SH   SOLE N/A 2,749,056 0 0