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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 275,054 2,600,000 SH   SOLE   2,600,000 0 0
ALLERGAN PLC SHS G0177J108 871,723 3,785,000 SH   SOLE   3,785,000 0 0
ALPHABET INC CAP STK CL A 02079K305 442,233 550,000 SH   SOLE   550,000 0 0
AMETEK INC NEW COM 031100100 59,725 1,250,000 SH   SOLE   1,250,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 210,256 1,600,000 SH   SOLE   1,600,000 0 0
APIGEE CORP COM 03765N108 55,098 3,166,551 SH   SOLE   3,166,551 0 0
APPLE INC COM 037833100 282,625 2,500,000 SH   SOLE   2,500,000 0 0
BAXTER INTL INC COM 071813109 2,470,524 51,901,767 SH   SOLE   51,901,767 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 269,970 1,000,000 SH   SOLE   1,000,000 0 0
CHUBB LIMITED COM H1467J104 226,170 1,800,000 SH   SOLE   1,800,000 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 1,044 20,000,000 SH   SOLE   20,000,000 0 0
CONAGRA FOODS INC COM 205887102 200,218 4,250,000 SH   SOLE   4,250,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 366,278 2,200,000 SH   SOLE   2,200,000 0 0
DANAHER CORP DEL COM 235851102 352,755 4,500,000 SH   SOLE   4,500,000 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 109,940 2,300,000 SH   SOLE   2,300,000 0 0
DOW CHEM CO COM 260543103 1,036,600 20,000,000 SH   SOLE   20,000,000 0 0
ENPHASE ENERGY INC COM 29355A107 7,374 6,248,987 SH   SOLE   6,248,987 0 0
FACEBOOK INC CL A 30303M102 699,072 5,450,000 SH   SOLE   5,450,000 0 0
GENERAL DYNAMICS CORP COM 369550108 209,466 1,350,000 SH   SOLE   1,350,000 0 0
GREEN BRICK PARTNERS INC COM 392709101 66,766 8,083,022 SH   SOLE   8,083,022 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 66,645 4,500,000 SH   SOLE   4,500,000 0 0
HUMANA INC COM 444859102 247,646 1,400,000 SH   SOLE   1,400,000 0 0
KADMON HLDGS INC COM 48283N106 56,679 7,919,650 SH   SOLE   7,919,650 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 102,540 3,000,000 SH   SOLE   3,000,000 0 0
MOHAWK INDS INC COM 608190104 180,306 900,000 SH   SOLE   900,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 186,660 1,700,000 SH   SOLE   1,700,000 0 0
MONSANTO CO NEW COM 61166W101 378,140 3,700,000 SH   SOLE   3,700,000 0 0
NOMAD HLDGS LTD USD ORD SHS G6564A105 149,523 12,650,000 SH   SOLE   12,650,000 0 0
S&P GLOBAL INC COM 78409V104 253,120 2,000,000 SH   SOLE   2,000,000 0 0
SHERWIN WILLIAMS CO COM 824348106 242,078 875,000 SH   SOLE   875,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 174,474 900,000 SH   SOLE   900,000 0 0
SOTHEBYS COM 835898107 253,274 6,661,604 SH   SOLE   6,661,604 0 0
ST JUDE MED INC COM 790849103 207,376 2,600,000 SH   SOLE   2,600,000 0 0
TRANSDIGM GROUP INC COM 893641100 326,995 1,131,000 SH   SOLE   1,131,000 0 0
UNION PAC CORP COM 907818108 121,912 1,250,000 SH   SOLE   1,250,000 0 0
VISA INC COM CL A 92826C839 173,670 2,100,000 SH   SOLE   2,100,000 0 0
WILLIAMS COS INC DEL COM 969457100 122,920 4,000,000 SH   SOLE   4,000,000 0 0
YUM BRANDS INC COM 988498101 45,405 500,000 SH   SOLE   500,000 0 0