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 |
ADBOE SYS INC | COM | 00724F101 | 475,858 | 5,073,108 | SH | SOLE | 5,073,108 | 0 | 0 | ||
ALLERGAN PLC | SHS | G0177J108 | 479,570 | 1,789,239 | SH | SOLE | 1,789,239 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 492,726 | 645,859 | SH | SOLE | 645,859 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 1,179,187 | 1,986,368 | SH | SOLE | 1,986,368 | 0 | 0 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 1,535 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 118,089 | 1,871,465 | SH | SOLE | 1,871,465 | 0 | 0 | ||
BAXALTA INC | COM | 07177M103 | 427,888 | 10,591,296 | SH | SOLE | 10,591,296 | 0 | 0 | ||
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 234,087 | 1,877,804 | SH | SOLE | 1,877,804 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 928,927 | 4,588,878 | SH | SOLE | 4,588,878 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 435,889 | 12,884,676 | SH | SOLE | 12,884,676 | 0 | 0 | ||
COMMSCOPE HOLDING CO INC | COM | 20337X109 | 23,815 | 852,986 | SH | SOLE | 852,986 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 890,860 | 5,896,221 | SH | SOLE | 5,896,221 | 0 | 0 | ||
DIAGEO P L C | SPON ADR NEW | 25243Q205 | 307,430 | 2,850,000 | SH | Call | SOLE | 2,850,000 | 0 | 0 | |
DOLLAR TREE INC | COM | 256746108 | 957,071 | 11,606,484 | SH | SOLE | 11,606,484 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 126,313 | 1,910,643 | SH | SOLE | 1,910,643 | 0 | 0 | ||
EQUINIX INC | COM PAR $0.001 | 29444U700 | 768,679 | 2,324,330 | SH | SOLE | 2,324,330 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 1,302,281 | 11,413,508 | SH | SOLE | 11,413,508 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 878,280 | 5,904,403 | SH | SOLE | 5,904,403 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 580,233 | 778,888 | SH | SOLE | 778,888 | 0 | 0 | ||
HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 362,267 | 5,878,093 | SH | SOLE | 5,878,093 | 0 | 0 | ||
HORIZON PHARMA PLC | SHS | G4617B105 | 231,934 | 13,997,232 | SH | SOLE | 13,997,232 | 0 | 0 | ||
ILLUMINA INC | COM | 452327109 | 271,560 | 1,675,158 | SH | SOLE | 1,675,158 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 585,099 | 22,079,215 | SH | SOLE | 22,079,215 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 351,150 | 5,186,084 | SH | SOLE | 5,186,084 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 479,737 | 5,076,587 | SH | SOLE | 5,076,587 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 1,423,363 | 25,771,549 | SH | SOLE | 25,771,549 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 347,108 | 1,818,269 | SH | SOLE | 1,818,269 | 0 | 0 | ||
MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 148,660 | 1,114,561 | SH | SOLE | 1,114,561 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 737,417 | 11,996,379 | SH | SOLE | 11,996,379 | 0 | 0 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 643,133 | 3,249,789 | SH | SOLE | 3,249,789 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 402,603 | 10,430,118 | SH | SOLE | 10,430,118 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 187,111 | 1,329,480 | SH | SOLE | 1,329,480 | 0 | 0 | ||
SEARS HLDS CORP | COM | 812350106 | 30,773 | 2,010,000 | SH | Put | SOLE | 2,010,000 | 0 | 0 | |
PRICELINE GRP INC | COM NEW | 741503403 | 1,020,388 | 791,637 | SH | SOLE | 791,637 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 466,649 | 2,117,859 | SH | SOLE | 2,117,859 | 0 | 0 | ||
ULTA SALON COSMETICS & FRAG I | COM | 90384S303 | 651,541 | 3,362,968 | SH | SOLE | 3,362,968 | 0 | 0 | ||
PROSHARES TR II | ULT VIX SHRT | 74347W312 | 57,990 | 3,000,000 | SH | Put | SOLE | 3,000,000 | 0 | 0 | |
VISA INC | COM CL A | 92826C839 | 572,480 | 7,485,352 | SH | SOLE | 7,485,352 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 342,763 | 3,246,782 | SH | SOLE | 3,246,782 | 0 | 0 | ||
BARCLAYS BK PLC | IPATH S&P500 VIX | 06742E711 | 52,860 | 3,000,000 | SH | Put | SOLE | 3,000,000 | 0 | 0 | |
YUM BRANDS INC | COM | 988498101 | 123,804 | 1,512,569 | SH | SOLE | 1,512,569 | 0 | 0 |