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
ADVANCE AUTO PARTS INC COM 00751Y106 94,005 495,988 SH   SOLE   495,988 0 0
AERCAP HOLDINGS NV SHS N00985106 129,815 3,394,750 SH   SOLE   3,394,750 0 0
ALLERGAN PLC SHS G0177J108 239,687 881,820 SH   SOLE   881,820 0 0
APPLE INC COM 037833100 278,990 2,529,371 SH   SOLE   2,529,371 0 0
APPLE INC COM 037833100 96,568 875,500 SH Call SOLE   875,500 0 0
BANK AMER CORP COM 060505104 122,921 7,889,662 SH   SOLE   7,889,662 0 0
BIOGEN INC COM 09062X103 278,055 952,862 SH   SOLE   952,862 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 3,437 191,915 SH   SOLE   191,915 0 0
BROOKDALE SR LIVING INC COM 112463104 82,334 3,585,973 SH   SOLE   3,585,973 0 0
CF INDS HLDGS INC COM 125269100 47,215 1,051,562 SH   SOLE   1,051,562 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 139,127 791,168 SH   SOLE   791,168 0 0
CHENIERE ENERGY INC COM NEW 16411R208 97,079 2,009,921 SH   SOLE   2,009,921 0 0
CHESAPEAKE ENERGY CORP COM 165167107 67,656 9,230,055 SH   SOLE   9,230,055 0 0
COMCAST CORP NEW CL A 20030N101 136,090 2,392,575 SH   SOLE   2,392,575 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 10,115 306,502 SH   SOLE   306,502 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 9,745 563,310 SH   SOLE   563,310 0 0
DOLLAR TREE INC COM 256746108 93,000 1,395,147 SH   SOLE   1,395,147 0 0
ELECTRUM SPL ACQUISITION COR *W EXP 99/99/999 G3105C112 211 959,355 SH   SOLE   959,355 0 0
ELECTRUM SPL ACQUISITION COR SHS G3105C104 9,239 959,355 SH   SOLE   959,355 0 0
EXPEDIA INC DEL COM NEW 30212P303 118,457 1,006,602 SH   SOLE   1,006,602 0 0
FACEBOOK INC CL A 30303M102 87,241 970,423 SH   SOLE   970,423 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 94,453 686,334 SH   SOLE   686,334 0 0
GOOGLE INC CL C 38259P706 77,822 127,908 SH   SOLE   127,908 0 0
HOLLYFRONTIER CORP COM 436106108 33,978 695,700 SH Call SOLE   695,700 0 0
HOMEAWAY INC COM 43739Q100 30,866 1,163,012 SH   SOLE   1,163,012 0 0
IMS HEALTH HLDGS INC COM 44970B109 113,242 3,891,468 SH   SOLE   3,891,468 0 0
INFRAREIT INC COM 45685L100 25,103 1,060,099 SH   SOLE   1,060,099 0 0
INTUIT COM 461202103 26,314 296,494 SH   SOLE   296,494 0 0
ISTAR INC COM 45031U101 61,255 4,869,206 SH   SOLE   4,869,206 0 0
ITC HLDGS CORP COM 465685105 31,251 937,356 SH   SOLE   937,356 0 0
ITT EDUCATIONAL SERVICES INC COM 45068B109 192 55,926 SH   SOLE   55,926 0 0
JD COM INC SPON ADR CL A 47215P106 165,893 6,365,824 SH   SOLE   6,365,824 0 0
KING DIGITAL ENTMT PLC ORD SHS G5258J109 132,121 9,757,843 SH   SOLE   9,757,843 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 189,204 4,330,612 SH   SOLE   4,330,612 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 62,983 1,535,421 SH   SOLE   1,535,421 0 0
MASTERCARD INC CL A 57636Q104 111,632 1,238,708 SH   SOLE   1,238,708 0 0
MICROSOFT CORP COM 594918104 107,583 2,430,713 SH   SOLE   2,430,713 0 0
NETFLIX INC COM 64110L106 52,669 510,061 SH   SOLE   510,061 0 0
NETSUITE INC COM 64118Q107 30,183 359,745 SH   SOLE   359,745 0 0
NEXTERA ENERGY INC COM 65339F101 116,895 1,198,304 SH   SOLE   1,198,304 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 33,102 1,518,421 SH   SOLE   1,518,421 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 208,743 14,536,443 SH   SOLE   14,536,443 0 0
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 236,253 19,129,807 SH   SOLE   19,129,807 0 0
NOVAGOLD RES INC COM NEW 66987E206 27,143 7,518,919 SH   SOLE   7,518,919 0 0
NRG YIELD INC CL A NEW 62942X306 15,721 1,409,995 SH   SOLE   1,409,995 0 0
NRG YIELD INC CL C 62942X405 21,612 1,861,509 SH   SOLE   1,861,509 0 0
PEABODY ENERGY CORP COM 704549104 12,345 8,945,815 SH   SOLE   8,945,815 0 0
QUALYS INC COM 74758T303 10,203 358,498 SH   SOLE   358,498 0 0
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 43,262 1,438,700 SH Call SOLE   1,438,700 0 0
SERVICENOW INC COM 81762P102 31,952 460,073 SH   SOLE   460,073 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 6,563 191,718 SH   SOLE   191,718 0 0
TERRAFORM GLOBAL INC CL A 88104M101 11,219 1,684,560 SH   SOLE   1,684,560 0 0
TERRAFORM PWR INC CL A COM 88104R100 6,654 467,967 SH   SOLE   467,967 0 0
TESORO CORP COM 881609101 58,266 599,198 SH   SOLE   599,198 0 0
TRANSOCEAN LTD REG SHS H8817H100 112,639 8,718,154 SH   SOLE   8,718,154 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 310,419 1,740,214 SH   SOLE   1,740,214 0 0
VISA INC COM CL A 92826C839 104,304 1,497,328 SH   SOLE   1,497,328 0 0
WILLIAMS COS INC DEL COM 969457100 48,049 1,303,903 SH   SOLE   1,303,903 0 0
WILLIAMS COS INC DEL COM 969457100 47,021 1,276,000 SH Call SOLE   1,276,000 0 0
WIX COM LTD SHS M98068105 42,359 2,431,656 SH   SOLE   2,431,656 0 0