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
3-D SYS CORP DEL COM NEW 88554D205 203 23,320 SH   SOLE   23,320 0 0
ABBVIE INC COM 00287Y109 3,329 56,190 SH   SOLE   56,190 0 0
ACE LTD SHS H0023R105 26,877 230,017 SH   SOLE   230,017 0 0
ACTIVISION BLIZZARD INC COM 00507V109 4,990 128,900 SH   SOLE   128,900 0 0
ADTRAN INC COM 00738A106 9,729 565,000 SH   SOLE   565,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 6,103 40,550 SH   SOLE   40,550 0 0
AETNA INC NEW COM 00817Y108 10,434 96,500 SH   SOLE   96,500 0 0
AGL RES INC COM 001204106 242 3,800 SH   SOLE   3,800 0 0
AIR LEASE CORP CL A 00912X302 14,244 425,438 SH   SOLE   425,438 0 0
ALASKA AIR GROUP INC COM 011659109 233 2,900 SH   SOLE   2,900 0 0
ALCOA INC COM 013817101 18,753 1,900,000 SH   SOLE   1,900,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 21,032 110,260 SH   SOLE   110,260 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 20,718 254,927 SH   SOLE   254,927 0 0
ALIGN TECHNOLOGY INC COM 016255101 3,293 50,000 SH   SOLE   50,000 0 0
ALLERGAN PLC SHS G0177J108 81,784 261,708 SH   SOLE   261,708 0 0
ALLSTATE CORP COM 020002101 1,747 28,136 SH   SOLE   28,136 0 0
ALPHABET INC CAP STK CL A 02079K305 21,517 27,656 SH   SOLE   27,656 0 0
ALPHABET INC CAP STK CL C 02079K107 22,329 29,423 SH   SOLE   29,423 0 0
AMAZON COM INC COM 023135106 47,823 70,756 SH   SOLE   70,756 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 1,193 49,700 SH   SOLE   49,700 0 0
AMDOCS LTD SHS G02602103 235 4,300 SH   SOLE   4,300 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 15,422 364,148 SH   SOLE   364,148 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 254 4,100 SH   SOLE   4,100 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 43,179 345,428 SH   SOLE   345,428 0 0
ANTERO RES CORP COM 03674X106 576 26,400 SH   SOLE   26,400 0 0
APPLE INC COM 037833100 8,986 85,367 SH   SOLE   85,367 0 0
APPLIED MATLS INC COM 038222105 11,109 595,000 SH   SOLE   595,000 0 0
APTARGROUP INC COM 038336103 240 3,300 SH   SOLE   3,300 0 0
ARAMARK COM 03852U106 25,903 803,183 SH   SOLE   803,183 0 0
ARCH CAP GROUP LTD ORD G0450A105 230 3,300 SH   SOLE   3,300 0 0
ASPEN TECHNOLOGY INC COM 045327103 238 6,300 SH   SOLE   6,300 0 0
ATMEL CORP COM 049513104 5,166 600,000 SH   SOLE   600,000 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 5,135 35,380 SH   SOLE   35,380 0 0
AVERY DENNISON CORP COM 053611109 388 6,200 SH   SOLE   6,200 0 0
BAKER HUGHES INC COM 057224107 4,016 87,026 SH   SOLE   87,026 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06742E711 402 20,000 SH   SOLE   20,000 0 0
BECTON DICKINSON & CO COM 075887109 18,491 120,000 SH   SOLE   120,000 0 0
BERRY PLASTICS GROUP INC COM 08579W103 23,640 653,408 SH   SOLE   653,408 0 0
BIOGEN INC COM 09062X103 9,191 30,000 SH   SOLE   30,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 9,428 90,000 SH   SOLE   90,000 0 0
BLACKBERRY LTD COM 09228F103 169 18,200 SH   SOLE   18,200 0 0
BOEING CO COM 097023105 1,400 9,685 SH   SOLE   9,685 0 0
BOK FINL CORP COM NEW 05561Q201 371 6,200 SH   SOLE   6,200 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 61,929 900,259 SH   SOLE   900,259 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 243 2,200 SH   SOLE   2,200 0 0
BROADCOM CORP CL A 111320107 10,141 175,390 SH   SOLE   175,390 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 150 16,300 SH   SOLE   16,300 0 0
BWX TECHNOLOGIES INC COM 05605H100 251 7,900 SH   SOLE   7,900 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 512 8,100 SH   SOLE   8,100 0 0
CAPITAL ONE FINL CORP COM 14040H105 282 3,900 SH   SOLE   3,900 0 0
CATERPILLAR INC DEL COM 149123101 2,134 31,400 SH   SOLE   31,400 0 0
CATERPILLAR INC DEL COM 149123101 13,592 200,000 SH Put SOLE   200,000 0 0
CELGENE CORP COM 151020104 25,548 213,325 SH   SOLE   213,325 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 1,739 9,500 SH   SOLE   9,500 0 0
CHESAPEAKE ENERGY CORP COM 165167107 630 140,100 SH   SOLE   140,100 0 0
CHEVRON CORP NEW COM 166764100 891 9,900 SH   SOLE   9,900 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 798 20,470 SH   SOLE   20,470 0 0
CHUBB CORP COM 171232101 252 1,900 SH   SOLE   1,900 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 486 2,700,985 SH   SOLE   2,700,985 0 0
CITIGROUP INC COM NEW 172967424 528 10,200 SH   SOLE   10,200 0 0
CITRIX SYS INC COM 177376100 280 3,700 SH   SOLE   3,700 0 0
CLIFFS NAT RES INC COM 18683K101 1,608 1,017,896 SH   SOLE   1,017,896 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 241 4,900 SH   SOLE   4,900 0 0
COMCAST CORP NEW CL A 20030N101 30,455 539,692 SH   SOLE   539,692 0 0
COMMSCOPE HLDG CO INC COM 20337X109 8,155 315,000 SH   SOLE   315,000 0 0
CONOCOPHILLIPS COM 20825C104 2,281 48,850 SH   SOLE   48,850 0 0
CONSOL ENERGY INC COM 20854P109 2,787 352,800 SH   SOLE   352,800 0 0
CONSTELLATION BRANDS INC CL A 21036P108 53,051 372,445 SH   SOLE   372,445 0 0
CORELOGIC INC COM 21871D103 4,256 125,685 SH   SOLE   125,685 0 0
COSTCO WHSL CORP NEW COM 22160K105 824 5,100 SH   SOLE   5,100 0 0
COTY INC COM CL A 222070203 231 9,000 SH   SOLE   9,000 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 241 1,900 SH   SOLE   1,900 0 0
CUMMINS INC COM 231021106 1,280 14,540 SH   SOLE   14,540 0 0
CVS HEALTH CORP COM 126650100 16,132 165,000 SH   SOLE   165,000 0 0
DANAHER CORP DEL COM 235851102 17,338 186,675 SH   SOLE   186,675 0 0
DEERE & CO COM 244199105 5,956 78,090 SH   SOLE   78,090 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 8,573 100,000 SH   SOLE   100,000 0 0
DEMANDWARE INC COM 24802Y105 7,988 148,000 SH   SOLE   148,000 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 9,910 469,654 SH   SOLE   469,654 0 0
DOLLAR GEN CORP NEW COM 256677105 4,703 65,444 SH   SOLE   65,444 0 0
DOLLAR TREE INC COM 256746108 4,914 63,640 SH   SOLE   63,640 0 0
ELECTRONIC ARTS INC COM 285512109 26,148 380,494 SH   SOLE   380,494 0 0
ENDO INTL PLC SHS G30401106 12,072 197,196 SH   SOLE   197,196 0 0
ENSCO PLC SHS CLASS A G3157S106 639 41,500 SH   SOLE   41,500 0 0
EOG RES INC COM 26875P101 1,509 21,310 SH   SOLE   21,310 0 0
EPAM SYS INC COM 29414B104 236 3,000 SH   SOLE   3,000 0 0
EURONET WORLDWIDE INC COM 298736109 391 5,400 SH   SOLE   5,400 0 0
EXPEDIA INC DEL COM NEW 30212P303 10,977 88,311 SH   SOLE   88,311 0 0
EXXON MOBIL CORP COM 30231G102 14,308 183,549 SH   SOLE   183,549 0 0
FACEBOOK INC CL A 30303M102 39,716 379,479 SH   SOLE   379,479 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 152 10,900 SH   SOLE   10,900 0 0
FIRST AMERN FINL CORP COM 31847R102 230 6,400 SH   SOLE   6,400 0 0
FIRST COMWLTH FINL CORP PA COM 319829107 452 49,830 SH   SOLE   49,830 0 0
FISERV INC COM 337738108 238 2,600 SH   SOLE   2,600 0 0
FITBIT INC CL A 33812L102 16,275 550,000 SH   SOLE   550,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 151 10,700 SH   SOLE   10,700 0 0
FREEPORT-MCMORAN INC CL B 35671D857 389 57,460 SH   SOLE   57,460 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 4,101 147,500 SH   SOLE   147,500 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V118 422 17,349 SH   SOLE   17,349 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 283 17,349 SH   SOLE   17,349 0 0
GENOMIC HEALTH INC COM 37244C101 3,300 93,759 SH   SOLE   93,759 0 0
GILEAD SCIENCES INC COM 375558103 3,036 30,000 SH   SOLE   30,000 0 0
GLOBAL PMTS INC COM 37940X102 381 5,900 SH   SOLE   5,900 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 415 12,700 SH   SOLE   12,700 0 0
GRAINGER W W INC COM 384802104 2,534 12,510 SH   SOLE   12,510 0 0
HALLIBURTON CO COM 406216101 31,422 923,089 SH   SOLE   923,089 0 0
HANESBRANDS INC COM 410345102 7,358 250,000 SH   SOLE   250,000 0 0
HANOVER INS GROUP INC COM 410867105 236 2,900 SH   SOLE   2,900 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 248 5,700 SH   SOLE   5,700 0 0
HASBRO INC COM 418056107 209 3,100 SH   SOLE   3,100 0 0
HCA HOLDINGS INC COM 40412C101 14,810 218,980 SH   SOLE   218,980 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 18,495 864,256 SH   SOLE   864,256 0 0
HOLLYFRONTIER CORP COM 436106108 203 5,100 SH   SOLE   5,100 0 0
HOME DEPOT INC COM 437076102 22,194 167,822 SH   SOLE   167,822 0 0
HORIZON PHARMA PLC SHS G4617B105 9,389 433,250 SH   SOLE   433,250 0 0
HP INC COM 40434L105 256 21,600 SH   SOLE   21,600 0 0
IMPAC MTG HLDGS INC COM NEW 45254P508 503 27,930 SH   SOLE   27,930 0 0
IMPERVA INC COM 45321L100 18,483 291,946 SH   SOLE   291,946 0 0
INGRAM MICRO INC CL A 457153104 240 7,900 SH   SOLE   7,900 0 0
INGREDION INC COM 457187102 393 4,100 SH   SOLE   4,100 0 0
INTEL CORP COM 458140100 493 14,300 SH   SOLE   14,300 0 0
INTL PAPER CO COM 460146103 478 12,675 SH   SOLE   12,675 0 0
J2 GLOBAL INC COM 48123V102 395 4,800 SH   SOLE   4,800 0 0
JD COM INC SPON ADR CL A 47215P106 18,552 574,984 SH   SOLE   574,984 0 0
JETBLUE AIRWAYS CORP COM 477143101 215 9,500 SH   SOLE   9,500 0 0
JPMORGAN CHASE & CO COM 46625H100 244 3,700 SH   SOLE   3,700 0 0
JUNIPER NETWORKS INC COM 48203R104 530 19,200 SH   SOLE   19,200 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 627 10,425,445 SH   SOLE   10,425,445 0 0
KINDER MORGAN INC DEL COM 49456B101 3,496 234,341 SH   SOLE   234,341 0 0
KRAFT HEINZ CO COM 500754106 25,383 348,862 SH   SOLE   348,862 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 5,255 42,500 SH   SOLE   42,500 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 5,436 100,000 SH   SOLE   100,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 14,448 341,081 SH   SOLE   341,081 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 14,419 353,664 SH   SOLE   353,664 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 2,355 60,000 SH   SOLE   60,000 0 0
LILLY ELI & CO COM 532457108 11,375 135,000 SH   SOLE   135,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 754 8,680 SH   SOLE   8,680 0 0
M & T BK CORP COM 55261F104 3,802 31,378 SH   SOLE   31,378 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 138 15,600 SH   SOLE   15,600 0 0
MASCO CORP COM 574599106 382 13,500 SH   SOLE   13,500 0 0
MASTERCARD INC CL A 57636Q104 13,887 142,635 SH   SOLE   142,635 0 0
MCDONALDS CORP COM 580135101 40,664 344,201 SH   SOLE   344,201 0 0
MEDICINES CO COM 584688105 1,955 52,350 SH   SOLE   52,350 0 0
MFA FINL INC COM 55272X102 273 41,435 SH   SOLE   41,435 0 0
MGIC INVT CORP WIS COM 552848103 127 14,400 SH   SOLE   14,400 0 0
MGM RESORTS INTERNATIONAL COM 552953101 12,610 555,000 SH   SOLE   555,000 0 0
MICRON TECHNOLOGY INC COM 595112103 599 42,300 SH   SOLE   42,300 0 0
MICROSOFT CORP COM 594918104 24,946 449,639 SH   SOLE   449,639 0 0
MOLSON COORS BREWING CO CL B 60871R209 40,836 434,795 SH   SOLE   434,795 0 0
MONDELEZ INTL INC CL A 609207105 17,696 394,650 SH   SOLE   394,650 0 0
MORGAN STANLEY COM NEW 617446448 296 9,300 SH   SOLE   9,300 0 0
MSCI INC COM 55354G100 238 3,300 SH   SOLE   3,300 0 0
MYLAN N V SHS EURO N59465109 10,679 197,500 SH   SOLE   197,500 0 0
NATIONAL OILWELL VARCO INC COM 637071101 255 7,600 SH   SOLE   7,600 0 0
NATIONSTAR MTG HLDGS INC COM 63861C109 158 11,800 SH   SOLE   11,800 0 0
NAVIENT CORP COM 63938C108 140 12,200 SH   SOLE   12,200 0 0
NETFLIX INC COM 64110L106 12,013 105,028 SH   SOLE   105,028 0 0
NEWS CORP NEW CL A 65249B109 143 10,700 SH   SOLE   10,700 0 0
NIKE INC CL B 654106103 39,025 624,396 SH   SOLE   624,396 0 0
NOBLE CORP PLC SHS USD G65431101 354 33,600 SH   SOLE   33,600 0 0
NOKIA CORP SPONSORED ADR 654902204 8,600 1,225,000 SH   SOLE   1,225,000 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 2,366 194,908 SH   SOLE   194,908 0 0
NORTHSTAR REALTY EUROPE CORP COM 66706L101 347 29,380 SH   SOLE   29,380 0 0
NORTHSTAR RLTY FIN CORP COM 66704R803 1,501 88,147 SH   SOLE   88,147 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 478 12,610 SH   SOLE   12,610 0 0
NVR INC COM 62944T105 394 240 SH   SOLE   240 0 0
NXP SEMICONDUCTORS N V COM N6596X109 29,545 350,684 SH   SOLE   350,684 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 380 1,500 SH   SOLE   1,500 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 18,221 2,924,706 SH   SOLE   2,924,706 0 0
OCWEN FINL CORP COM NEW 675746309 5,129 735,810 SH   SOLE   735,810 0 0
PALO ALTO NETWORKS INC COM 697435105 9,373 53,211 SH   SOLE   53,211 0 0
PARTNERRE LTD COM G6852T105 238 1,700 SH   SOLE   1,700 0 0
PBF ENERGY INC CL A 69318G106 13,896 377,500 SH   SOLE   377,500 0 0
PEABODY ENERGY CORP COM NEW 704549203 131 17,030 SH   SOLE   17,030 0 0
PENN NATL GAMING INC COM 707569109 14,473 903,402 SH   SOLE   903,402 0 0
PEPSICO INC COM 713448108 14,813 148,249 SH   SOLE   148,249 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 3,514 817,210 SH   SOLE   817,210 0 0
PINNACLE FOODS INC DEL COM 72348P104 21,718 511,494 SH   SOLE   511,494 0 0
PRECISION CASTPARTS CORP COM 740189105 36,856 158,855 SH   SOLE   158,855 0 0
PRICELINE GRP INC COM NEW 741503403 34,853 27,337 SH   SOLE   27,337 0 0
PROOFPOINT INC COM 743424103 21,434 329,697 SH   SOLE   329,697 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 244 6,300 SH   SOLE   6,300 0 0
QUANTA SVCS INC COM 74762E102 4,632 228,761 SH   SOLE   228,761 0 0
REGIONS FINL CORP NEW COM 7591EP100 145 15,100 SH   SOLE   15,100 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 240 2,800 SH   SOLE   2,800 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 16,493 441,472 SH   SOLE   441,472 0 0
RITE AID CORP COM 767754104 609 77,648 SH   SOLE   77,648 0 0
SBA COMMUNICATIONS CORP COM 78388J106 26,675 253,883 SH   SOLE   253,883 0 0
SEALED AIR CORP NEW COM 81211K100 21,005 470,957 SH   SOLE   470,957 0 0
SEI INVESTMENTS CO COM 784117103 241 4,600 SH   SOLE   4,600 0 0
SERVICE CORP INTL COM 817565104 242 9,300 SH   SOLE   9,300 0 0
SHIRE PLC SPONSORED ADR 82481R106 5,966 29,100 SH   SOLE   29,100 0 0
SIRIUS XM HLDGS INC COM 82968B103 3,356 824,454 SH   SOLE   824,454 0 0
SMITH A O COM 831865209 406 5,300 SH   SOLE   5,300 0 0
SONY CORP ADR NEW 835699307 27,979 1,136,882 SH   SOLE   1,136,882 0 0
SOUTHERN CO COM 842587107 3,474 74,240 SH   SOLE   74,240 0 0
SOUTHWEST AIRLS CO COM 844741108 7,264 168,700 SH   SOLE   168,700 0 0
SOUTHWESTERN ENERGY CO COM 845467109 2,270 319,250 SH   SOLE   319,250 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 824 8,120 SH   SOLE   8,120 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 507 4,980 SH   SOLE   4,980 0 0
STANCORP FINL GROUP INC COM 852891100 239 2,100 SH   SOLE   2,100 0 0
STARBUCKS CORP COM 855244109 5,481 91,300 SH   SOLE   91,300 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 142 18,700 SH   SOLE   18,700 0 0
SYNCHRONY FINL COM 87165B103 29,100 956,918 SH   SOLE   956,918 0 0
SYNOVUS FINL CORP COM NEW 87161C501 249 7,700 SH   SOLE   7,700 0 0
TABLEAU SOFTWARE INC CL A 87336U105 10,402 110,398 SH   SOLE   110,398 0 0
TEEKAY CORPORATION COM Y8564W103 143 14,500 SH   SOLE   14,500 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 7,454 246,000 SH   SOLE   246,000 0 0
TERRAFORM PWR INC CL A COM 88104R100 5,347 425,000 SH   SOLE   425,000 0 0
TESLA MTRS INC COM 88160R101 3,061 12,753 SH   SOLE   12,753 0 0
TESORO CORP COM 881609101 400 3,800 SH   SOLE   3,800 0 0
TFS FINL CORP COM 87240R107 250 13,300 SH   SOLE   13,300 0 0
TIME WARNER CABLE INC COM 88732J207 3,155 17,000 SH   SOLE   17,000 0 0
TIME WARNER INC COM NEW 887317303 9,207 142,370 SH   SOLE   142,370 0 0
TORCHMARK CORP COM 891027104 246 4,300 SH   SOLE   4,300 0 0
TOTAL SYS SVCS INC COM 891906109 528 10,600 SH   SOLE   10,600 0 0
TRANSOCEAN LTD REG SHS H8817H100 973 78,570 SH   SOLE   78,570 0 0
TRANSOCEAN LTD REG SHS H8817H100 10,275 830,000 SH Put SOLE   830,000 0 0
TYCO INTL PLC SHS G91442106 205 6,430 SH   SOLE   6,430 0 0
UNITED CONTL HLDGS INC COM 910047109 11,599 202,430 SH   SOLE   202,430 0 0
UNITED STATES STL CORP NEW COM 912909108 1,273 159,510 SH   SOLE   159,510 0 0
UNITEDHEALTH GROUP INC COM 91324P102 16,293 138,500 SH   SOLE   138,500 0 0
UNIVERSAL INS HLDGS INC COM 91359V107 1,449 62,500 SH   SOLE   62,500 0 0
VAIL RESORTS INC COM 91879Q109 243 1,900 SH   SOLE   1,900 0 0
VALE S A ADR 91912E105 8,371 2,544,350 SH   SOLE   2,544,350 0 0
VALERO ENERGY CORP NEW COM 91913Y100 3,572 50,510 SH   SOLE   50,510 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 250 5,400 SH   SOLE   5,400 0 0
VANTIV INC CL A 92210H105 365 7,700 SH   SOLE   7,700 0 0
VCA INC COM 918194101 4,241 77,100 SH   SOLE   77,100 0 0
VERINT SYS INC COM 92343X100 242 5,962 SH   SOLE   5,962 0 0
VERISIGN INC COM 92343E102 577 6,600 SH   SOLE   6,600 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 19,019 151,150 SH   SOLE   151,150 0 0
VISA INC COM CL A 92826C839 36,288 467,927 SH   SOLE   467,927 0 0
VISTEON CORP COM NEW 92839U206 6,010 52,493 SH   SOLE   52,493 0 0
VOYA FINL INC COM 929089100 288 7,800 SH   SOLE   7,800 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 20,032 235,241 SH   SOLE   235,241 0 0
WENDYS CO COM 95058W100 7,970 740,000 SH   SOLE   740,000 0 0
WESTERN DIGITAL CORP COM 958102105 14,472 241,000 SH   SOLE   241,000 0 0
WISDOMTREE TR EUROPE HEDGED EQ 97717X701 1,372 25,500 SH   SOLE   25,500 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 202 2,785 SH   SOLE   2,785 0 0
XEROX CORP COM 984121103 155 14,600 SH   SOLE   14,600 0 0
ZILLOW GROUP INC CL A 98954M101 1,348 51,780 SH   SOLE   51,780 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 3,398 144,699 SH   SOLE   144,699 0 0
ZOETIS INC CL A 98978V103 5,823 121,513 SH   SOLE   121,513 0 0