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 87,149 584,424 SH   SOLE   584,424 0 0
ALLERGAN PLC SHS G0177J108 106,968 464,451 SH   SOLE   464,451 0 0
ALPHABET INC CAP STK CL C 02079K107 37,718 48,525 SH   SOLE   48,525 0 0
AMAZON COM INC COM 023135106 70,656 84,385 SH   SOLE   84,385 0 0
APPLE INC COM 037833100 376,511 3,330,480 SH   SOLE   3,330,480 0 0
AUTODESK INC COM 052769106 170,343 2,355,082 SH   SOLE   2,355,082 0 0
BANK AMER CORP COM 060505104 148,159 9,467,028 SH   SOLE   9,467,028 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 216 1 SH   SOLE   1 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 4,560 191,915 SH   SOLE   191,915 0 0
CABOT OIL & GAS CORP COM 127097103 129,215 5,008,349 SH   SOLE   5,008,349 0 0
CENTERPOINT ENERGY INC COM 15189T107 160,388 6,904,353 SH   SOLE   6,904,353 0 0
CHESAPEAKE ENERGY CORP COM 165167107 104,217 16,621,581 SH   SOLE   16,621,581 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 105,062 248,080 SH   SOLE   248,080 0 0
COMMUNICATIONS SALES&LEAS IN COM 20341J104 79,083 2,517,757 SH   SOLE   2,517,757 0 0
DEVRY ED GROUP INC COM 251893103 1,329 57,638 SH   SOLE   57,638 0 0
DOLLAR TREE INC COM 256746108 130,889 1,658,297 SH   SOLE   1,658,297 0 0
EBAY INC COM 278642103 278,486 8,464,619 SH   SOLE   8,464,619 0 0
ELECTRUM SPL ACQUISITION COR *W EXP 99/99/999 G3105C112 218 959,355 SH   SOLE   959,355 0 0
ELECTRUM SPL ACQUISITION COR SHS G3105C104 9,440 959,355 SH   SOLE   959,355 0 0
ENCANA CORP COM 292505104 215,255 20,559,190 SH   SOLE   20,559,190 0 0
ENERGEN CORP COM 29265N108 142,533 2,469,382 SH   SOLE   2,469,382 0 0
EXPEDIA INC DEL COM NEW 30212P303 398,809 3,416,799 SH   SOLE   3,416,799 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 44,310 255,053 SH   SOLE   255,053 0 0
GRUBHUB INC COM 400110102 33,042 768,599 SH   SOLE   768,599 0 0
IAC INTERACTIVECORP COM 44919P508 119,790 1,917,554 SH   SOLE   1,917,554 0 0
IMS HEALTH HLDGS INC COM 44970B109 177,895 5,676,298 SH   SOLE   5,676,298 0 0
ISHARES TR 20 YR TR BD ETF 464287432 131,941 959,500 SH Put SOLE   959,500 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 62,886 1,679,186 SH   SOLE   1,679,186 0 0
KINDER MORGAN INC DEL COM 49456B101 200,385 8,663,432 SH   SOLE   8,663,432 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 102,820 2,216,902 SH   SOLE   2,216,902 0 0
MARATHON PETE CORP COM 56585A102 124,566 3,068,880 SH   SOLE   3,068,880 0 0
MASTERCARD INCORPORATED CL A 57636Q104 65,466 643,270 SH   SOLE   643,270 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 14,801 529,177 SH   SOLE   529,177 0 0
NOVAGOLD RES INC COM NEW 66987E206 41,745 7,454,529 SH   SOLE   7,454,529 0 0
PBF ENERGY INC CL A 69318G106 28,089 1,240,678 SH   SOLE   1,240,678 0 0
PNC FINL SVCS GROUP INC COM 693475105 56,619 628,477 SH   SOLE   628,477 0 0
QUINTILES TRANSNATIO HLDGS I COM 74876Y101 142,419 1,756,960 SH   SOLE   1,756,960 0 0
RICE ENERGY INC COM 762760106 108,515 4,156,069 SH   SOLE   4,156,069 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 15,313 467,299 SH   SOLE   467,299 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 64,816 3,358,342 SH   SOLE   3,358,342 0 0
TESORO CORP COM 881609101 194,277 2,441,898 SH   SOLE   2,441,898 0 0
TRANSOCEAN LTD REG SHS H8817H100 156,125 14,645,834 SH   SOLE   14,645,834 0 0
VIASAT INC COM 92552V100 27,951 374,425 SH   SOLE   374,425 0 0
VISA INC COM CL A 92826C839 90,450 1,093,714 SH   SOLE   1,093,714 0 0
WAYFAIR INC CL A 94419L101 39,063 992,206 SH   SOLE   992,206 0 0
WELLS FARGO & CO NEW COM 949746101 175,758 3,969,244 SH   SOLE   3,969,244 0 0
WELLS FARGO & CO NEW COM 949746101 42,487 959,500 SH Call SOLE   959,500 0 0
WILLIAMS COS INC DEL COM 969457100 278,261 9,055,023 SH   SOLE   9,055,023 0 0
WILLIAMS COS INC DEL COM 969457100 44,233 1,439,400 SH Call SOLE   1,439,400 0 0
WINDSTREAM HLDGS INC COM NEW 97382A200 34,980 3,480,598 SH   SOLE   3,480,598 0 0
WIX COM LTD SHS M98068105 151,949 3,498,717 SH   SOLE   3,498,717 0 0
ZAYO GROUP HLDGS INC COM 98919V105 85,906 2,891,474 SH   SOLE   2,891,474 0 0