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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 436,108 | 11,266,018 | SH | SOLE | 11,266,018 | 0 | 0 | ||
ADOBE SYS INC | COM | 00724F101 | 376,905 | 4,012,185 | SH | SOLE | 4,012,185 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 314,547 | 404,297 | SH | SOLE | 404,297 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 313,126 | 412,616 | SH | SOLE | 412,616 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 1,491,860 | 2,207,252 | SH | SOLE | 2,207,252 | 0 | 0 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 89 | 1,281 | SH | SOLE | 1,281 | 0 | 0 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 299,065 | 4,300,000 | SH | Call | SOLE | 4,300,000 | 0 | 0 | |
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 185,924 | 1,487,392 | SH | SOLE | 1,487,392 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 169,374 | 2,175,925 | SH | SOLE | 2,175,925 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 349,254 | 5,732,050 | SH | SOLE | 5,732,050 | 0 | 0 | ||
BARCLAYS BK PLC | IPATH S&P500 VIX | 06742E711 | 60,300 | 3,000,000 | SH | Put | SOLE | 3,000,000 | 0 | 0 | |
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 865,624 | 4,727,605 | SH | SOLE | 4,727,605 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 469,044 | 12,591,775 | SH | SOLE | 12,591,775 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 762,195 | 5,350,993 | SH | SOLE | 5,350,993 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 13,865 | 534,300 | SH | Call | SOLE | 534,300 | 0 | 0 | |
DIAGEO P L C | SPON ADR NEW | 25243Q205 | 310,850 | 2,850,000 | SH | Call | SOLE | 2,850,000 | 0 | 0 | |
DIAGEO P L C | SPON ADR NEW | 25243Q205 | 140 | 1,281 | SH | SOLE | 1,281 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 1,018,850 | 13,194,122 | SH | SOLE | 13,194,122 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 442,805 | 6,443,613 | SH | SOLE | 6,443,613 | 0 | 0 | ||
EQUINIX INC | COM PAR $0.001 | 29444U700 | 638,218 | 2,110,509 | SH | SOLE | 2,110,509 | 0 | 0 | ||
EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 279,116 | 3,193,180 | SH | SOLE | 3,193,180 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 1,024,131 | 9,785,312 | SH | SOLE | 9,785,312 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 919,641 | 6,434,203 | SH | SOLE | 6,434,203 | 0 | 0 | ||
FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 60,673 | 1,750,000 | SH | Call | SOLE | 1,750,000 | 0 | 0 | |
HANESBRANDS INC | COM | 410345102 | 274,771 | 9,336,411 | SH | SOLE | 9,336,411 | 0 | 0 | ||
HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 362,091 | 5,878,093 | SH | SOLE | 5,878,093 | 0 | 0 | ||
HORIZON PHARMA PLC | SHS | G4617B105 | 338,073 | 15,600,988 | SH | SOLE | 15,600,988 | 0 | 0 | ||
ILLUMINA INC | COM | 452327109 | 692,890 | 3,609,835 | SH | SOLE | 3,609,835 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 871,010 | 26,995,511 | SH | SOLE | 26,995,511 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 333,087 | 6,348,148 | SH | SOLE | 6,348,148 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 598,821 | 6,150,587 | SH | SOLE | 6,150,587 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 1,512,497 | 27,262,024 | SH | SOLE | 27,262,024 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 357,332 | 1,886,750 | SH | SOLE | 1,886,750 | 0 | 0 | ||
MOLSON COORS BREWING CO | CL B | 60871R209 | 221,144 | 2,354,601 | SH | SOLE | 2,354,601 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 718,512 | 11,496,188 | SH | SOLE | 11,496,188 | 0 | 0 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 402,561 | 2,132,094 | SH | SOLE | 2,132,094 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 300,318 | 2,395,261 | SH | SOLE | 2,395,261 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 1,063,845 | 834,421 | SH | SOLE | 834,421 | 0 | 0 | ||
PROSHARES TR II | ULT VIX SHRT | 74347W312 | 170,106 | 6,000,000 | SH | Put | SOLE | 6,000,000 | 0 | 0 | |
SEARS HLDGS CORP | COM | 812350106 | 41,326 | 2,010,000 | SH | Put | SOLE | 2,010,000 | 0 | 0 | |
TRANSDIGM GROUP INC | COM | 893641100 | 496,047 | 2,171,359 | SH | SOLE | 2,171,359 | 0 | 0 | ||
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 661,738 | 3,576,964 | SH | SOLE | 3,576,964 | 0 | 0 | ||
VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 592,526 | 5,829,079 | SH | SOLE | 5,829,079 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 990,256 | 12,769,259 | SH | SOLE | 12,769,259 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 275,636 | 2,902,347 | SH | SOLE | 2,902,347 | 0 | 0 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 578,016 | 6,787,816 | SH | SOLE | 6,787,816 | 0 | 0 | ||
WILLIAMS COS INC DEL | COM | 969457100 | 743,765 | 28,940,290 | SH | SOLE | 28,940,290 | 0 | 0 |