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
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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
Brookfield Asset Management In COM 112585104 18,959 520,000 SH   SOLE NONE 520,000 0 0
Potash Corp of Saskatchewan In COM 73755L107 255 14,929 SH   SOLE NONE 14,929 0 0
Transocean Ltd COM H8817H100 1,619 130,043 SH   SOLE NONE 130,043 0 0
Mobileye NV COM N51488117 181 2,954 SH   SOLE NONE 2,954 0 0
Advisory Board Co/The COM 00762W107 9,828 210,000 SH   SOLE NONE 210,000 0 0
Aetna Inc COM 00817Y108 25,510 200,000 SH   SOLE NONE 200,000 0 0
Amazon.com Inc COM 023135106 1,902 2,145 SH   SOLE NONE 2,145 0 0
Apple Inc COM 037833100 79,271 551,799 SH   SOLE NONE 551,799 0 0
Beacon Roofing Supply Inc COM 073685109 8,849 180,000 SH   SOLE NONE 180,000 0 0
Boeing Co/The COM 097023105 2,505 14,166 SH   SOLE NONE 14,166 0 0
BorgWarner Inc COM 099724106 559 13,368 SH   SOLE NONE 13,368 0 0
Caterpillar Inc COM 149123101 878 9,467 SH   SOLE NONE 9,467 0 0
Citrix Systems Inc COM 177376100 79,221 950,000 SH   SOLE NONE 950,000 0 0
Coach Inc COM 189754104 201 4,869 SH   SOLE NONE 4,869 0 0
Coca-Cola Co/The COM 191216100 9,549 225,000 SH   SOLE NONE 225,000 0 0
Cognizant Technology Solutions COM 192446102 65,472 1,100,000 SH   SOLE NONE 1,100,000 0 0
CONSOL Energy Inc COM 20854P109 10,454 623,000 SH   SOLE NONE 623,000 0 0
Delta Air Lines Inc COM 247361702 241 5,242 SH   SOLE NONE 5,242 0 0
Walt Disney Co/The COM 254687106 41,387 365,000 SH   SOLE NONE 365,000 0 0
Exxon Mobil Corp COM 30231G102 27,492 335,222 SH   SOLE NONE 335,222 0 0
Facebook Inc COM 30303M102 696 4,897 SH   SOLE NONE 4,897 0 0
FireEye Inc COM 31816Q101 1,671 132,552 SH   SOLE NONE 132,552 0 0
Freeport-McMoRan Inc COM 35671D857 1,156 86,558 SH   SOLE NONE 86,558 0 0
General Motors Co COM 37045V100 643 18,190 SH   SOLE NONE 18,190 0 0
Gilead Sciences Inc COM 375558103 55 808 SH   SOLE NONE 808 0 0
GoPro Inc COM 38268T103 789 90,714 SH   SOLE NONE 90,714 0 0
Hain Celestial Group Inc/The COM 405217100 11,904 320,000 SH   SOLE NONE 320,000 0 0
Harley-Davidson Inc COM 412822108 269 4,449 SH   SOLE NONE 4,449 0 0
Hyatt Hotels Corp COM 448579102 5,668 105,000 SH   SOLE NONE 105,000 0 0
Intel Corp COM 458140100 348 9,641 SH   SOLE NONE 9,641 0 0
JPMorgan Chase & Co COM 46625H100 367 4,179 SH   SOLE NONE 4,179 0 0
Johnson & Johnson COM 478160104 31,138 250,000 SH   SOLE NONE 250,000 0 0
LogMein, Inc. COM 54142L109 0 1 SH   SOLE NONE 1 0 0
Macquarie Infrastructure Corp COM 55608B105 10,475 130,000 SH   SOLE NONE 130,000 0 0
Microsoft Corp COM 594918104 88,911 1,350,000 SH   SOLE NONE 1,350,000 0 0
Mondelez International Inc COM 609207105 58,804 1,365,000 SH   SOLE NONE 1,365,000 0 0
NVIDIA Corp COM 67066G104 9,190 84,365 SH   SOLE NONE 84,365 0 0
QUALCOMM Inc COM 747525103 1,344 23,434 SH   SOLE NONE 23,434 0 0
Regeneron Pharmaceuticals Inc COM 75886F107 2,185 5,639 SH   SOLE NONE 5,639 0 0
Reynolds American Inc COM 761713106 18,906 300,000 SH   SOLE NONE 300,000 0 0
Sirius XM Holdings Inc COM 82968B103 0 4 SH   SOLE NONE 4 0 0
Tesla Inc COM 88160R101 4,432 15,927 SH   SOLE NONE 15,927 0 0
UnitedHealth Group Inc COM 91324P102 44,283 270,000 SH   SOLE NONE 270,000 0 0
Verizon Communications Inc COM 92343V104 8,775 180,000 SH   SOLE NONE 180,000 0 0
Visa Inc COM 92826C839 1,045,864 11,768,474 SH   SOLE NONE 11,768,474 0 0
ALLERGAN PLC Note AGN 5 1/2 G0177J116 849 1,000 PRN   SOLE NONE 2,835 0 0
Amazon.com Inc CALL 023135106 1,773 2,000 SH Call SOLE NONE 2,000 0 0
Apple Inc CALL 037833100 143,660 1,000,000 SH Call SOLE NONE 1,000,000 0 0
Mobileye NV PUT N51488117 3,991 65,000 SH Put SOLE NONE 65,000 0 0
Mobileye NV PUT N51488117 2,456 40,000 SH Put SOLE NONE 40,000 0 0
Mobileye NV PUT N51488117 921 15,000 SH Put SOLE NONE 15,000 0 0
Mobileye NV PUT N51488117 3,070 50,000 SH Put SOLE NONE 50,000 0 0
Mobileye NV PUT N51488117 11,052 180,000 SH Put SOLE NONE 180,000 0 0
Mobileye NV PUT N51488117 10,616 172,900 SH Put SOLE NONE 172,900 0 0
Mobileye NV PUT N51488117 1,535 25,000 SH Put SOLE NONE 25,000 0 0
Amazon.com Inc PUT 023135106 1,773 2,000 SH Put SOLE NONE 2,000 0 0
Exxon Mobil Corp PUT 30231G102 3,280 40,000 SH Put SOLE NONE 40,000 0 0
Tesla Inc PUT 88160R101 17,394 62,500 SH Put SOLE NONE 62,500 0 0
Under Armour Inc PUT 904311107 99 5,000 SH Put SOLE NONE 5,000 0 0
Anheuser-Busch InBev SA/NV ADR 03524A108 53,782 490,000 SH   SOLE NONE 490,000 0 0
Toyota Motor Corp ADR 892331307 608 5,600 SH   SOLE NONE 5,600 0 0