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
ACTIVISION BLIZZARD INC COM 00507V109 137,482 3,807,306 SH   SOLE   3,807,306 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 110,029 650,595 SH   SOLE   650,595 0 0
ALPHABET INC CAP STK CL C 02079K107 92,343 119,643 SH   SOLE   119,643 0 0
AMAZON COM INC COM 023135106 22,192 29,595 SH   SOLE   29,595 0 0
APPLE INC COM 037833100 246,886 2,131,633 SH   SOLE   2,131,633 0 0
AUTODESK INC COM 052769106 168,770 2,280,369 SH   SOLE   2,280,369 0 0
BANK AMER CORP COM 060505104 141,615 6,407,904 SH   SOLE   6,407,904 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 244 1 SH   SOLE   1 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 4,304 179,046 SH   SOLE   179,046 0 0
CABOT OIL & GAS CORP COM 127097103 155,347 6,650,145 SH   SOLE   6,650,145 0 0
CABOT OIL & GAS CORP COM 127097103 56,006 2,397,500 SH Call SOLE   2,397,500 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 71,970 190,740 SH   SOLE   190,740 0 0
COMMUNICATIONS SALES&LEAS IN COM 20341J104 22,715 893,931 SH   SOLE   893,931 0 0
DOLLAR TREE INC COM 256746108 89,820 1,163,771 SH   SOLE   1,163,771 0 0
EBAY INC COM 278642103 188,055 6,333,934 SH   SOLE   6,333,934 0 0
ELECTRUM SPL ACQUISITION COR *W EXP 99/99/999 G3105C112 269 959,355 SH   SOLE   959,355 0 0
ELECTRUM SPL ACQUISITION COR SHS G3105C104 9,498 959,355 SH   SOLE   959,355 0 0
ENCANA CORP COM 292505104 209,093 17,810,273 SH   SOLE   17,810,273 0 0
ENERGEN CORP COM 29265N108 96,084 1,666,093 SH   SOLE   1,666,093 0 0
EXPEDIA INC DEL COM NEW 30212P303 321,298 2,836,317 SH   SOLE   2,836,317 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 18,024 1,528,762 SH   SOLE   1,528,762 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 138,464 978,409 SH   SOLE   978,409 0 0
HUMANA INC COM 444859102 36,523 179,009 SH   SOLE   179,009 0 0
IAC INTERACTIVECORP COM 44919P508 98,094 1,514,030 SH   SOLE   1,514,030 0 0
KINDER MORGAN INC DEL COM 49456B101 92,090 4,446,629 SH   SOLE   4,446,629 0 0
LINE CORP SPONSORED ADR 53567X101 17,422 512,268 SH   SOLE   512,268 0 0
MARATHON PETE CORP COM 56585A102 260,077 5,165,375 SH   SOLE   5,165,375 0 0
MASTERCARD INCORPORATED CL A 57636Q104 66,400 643,096 SH   SOLE   643,096 0 0
MICROSOFT CORP COM 594918104 152,786 2,458,731 SH   SOLE   2,458,731 0 0
NETFLIX INC COM 64110L106 40,451 326,748 SH   SOLE   326,748 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 2,209 86,501 SH   SOLE   86,501 0 0
NOVAGOLD RES INC COM NEW 66987E206 28,132 6,169,264 SH   SOLE   6,169,264 0 0
OASIS PETE INC NEW COM 674215108 98,076 6,477,907 SH   SOLE   6,477,907 0 0
PNC FINL SVCS GROUP INC COM 693475105 126,322 1,080,047 SH   SOLE   1,080,047 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 205,106 2,696,995 SH   SOLE   2,696,995 0 0
RICE ENERGY INC COM 762760106 130,751 6,124,146 SH   SOLE   6,124,146 0 0
SUMMIT MATLS INC CL A 86614U100 37,731 1,586,005 SH   SOLE   1,586,005 0 0
TESORO CORP COM 881609101 221,789 2,536,179 SH   SOLE   2,536,179 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 12,395 1,054,898 SH   SOLE   1,054,898 0 0
TWILIO INC CL A 90138F102 10,194 353,359 SH   SOLE   353,359 0 0
VIASAT INC COM 92552V100 44,276 668,626 SH   SOLE   668,626 0 0
VISA INC COM CL A 92826C839 144,665 1,854,200 SH   SOLE   1,854,200 0 0
WELLS FARGO & CO NEW COM 949746101 251,332 4,560,556 SH   SOLE   4,560,556 0 0
WILLIAMS COS INC DEL COM 969457100 218,891 7,029,255 SH   SOLE   7,029,255 0 0
WILLIAMS COS INC DEL COM 969457100 44,823 1,439,400 SH Call SOLE   1,439,400 0 0
WINDSTREAM HLDGS INC COM NEW 97382A200 14,676 2,002,144 SH   SOLE   2,002,144 0 0
WIX COM LTD SHS M98068105 163,326 3,666,136 SH   SOLE   3,666,136 0 0
ZAYO GROUP HLDGS INC COM 98919V105 41,259 1,255,601 SH   SOLE   1,255,601 0 0