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
ALCOA CORP COM 013872106 86,000 2,500,000 SH   SOLE   2,500,000 0 0
ALPHABET INC CAP STK CL A 02079K305 385,749 455,000 SH   SOLE   455,000 0 0
ANTHEM INC COM 036752103 190,187 1,150,000 SH   SOLE   1,150,000 0 0
BANK AMER CORP COM 060505104 318,465 13,500,000 SH   SOLE   13,500,000 0 0
BAXTER INTL INC COM 071813109 2,385,560 46,000,000 SH   SOLE   46,000,000 0 0
CELANESE CORP DEL COM SER A 150870103 112,312 1,250,000 SH   SOLE   1,250,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 261,856 800,000 SH   SOLE   800,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 486,210 3,000,000 SH   SOLE   3,000,000 0 0
DANAHER CORP DEL COM 235851102 265,143 3,100,000 SH   SOLE   3,100,000 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 160,200 2,500,000 SH   SOLE   2,500,000 0 0
DOW CHEM CO COM 260543103 997,578 15,700,000 SH   SOLE   15,700,000 0 0
ENERPLUS CORP COM 292766102 25,760 3,200,000 SH   SOLE   3,200,000 0 0
ENPHASE ENERGY INC COM 29355A107 8,561 6,248,987 SH   SOLE   6,248,987 0 0
FACEBOOK INC CL A 30303M102 426,150 3,000,000 SH   SOLE   3,000,000 0 0
GENERAL DYNAMICS CORP COM 369550108 234,000 1,250,000 SH   SOLE   1,250,000 0 0
GREEN BRICK PARTNERS INC COM 392709101 80,426 8,083,022 SH   SOLE   8,083,022 0 0
HALCON RES CORP COM PAR NEW 40537Q605 39,501 5,170,000 SH   SOLE   5,170,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 142,200 6,000,000 SH   SOLE   6,000,000 0 0
HONEYWELL INTL INC COM 438516106 171,696 1,375,000 SH   SOLE   1,375,000 0 0
HUMANA INC COM 444859102 103,070 500,000 SH Call SOLE   500,000 0 0
HUMANA INC COM 444859102 190,680 925,000 SH   SOLE   925,000 0 0
JPMORGAN CHASE & CO COM 46625H100 329,400 3,750,000 SH   SOLE   3,750,000 0 0
KADMON HLDGS INC COM 48283N106 34,015 9,407,745 SH   SOLE   7,919,650 0 0
MOHAWK INDS INC COM 608190104 218,016 950,000 SH   SOLE   950,000 0 0
NOMAD HLDGS LTD USD ORD SHS G6564A105 80,150 7,000,000 SH   SOLE   7,000,000 0 0
PARSLEY ENERGY INC CL A 701877102 81,275 2,500,000 SH   SOLE   2,500,000 0 0
PIONEER NAT RES CO COM 723787107 93,115 500,000 SH   SOLE   500,000 0 0
QUALCOMM INC COM 747525103 200,690 3,500,000 SH   SOLE   3,500,000 0 0
RICE ENERGY INC COM 762760106 118,500 5,000,000 SH   SOLE   5,000,000 0 0
RSP PERMIAN INC COM 74978Q105 82,860 2,000,000 SH   SOLE   2,000,000 0 0
S&P GLOBAL INC COM 78409V104 196,110 1,500,000 SH   SOLE   1,500,000 0 0
SALESFORCE COM INC COM 79466L302 247,470 3,000,000 SH   SOLE   3,000,000 0 0
SHERWIN WILLIAMS CO COM 824348106 279,171 900,000 SH   SOLE   900,000 0 0
SNAP INC CL A 83304A106 50,692 2,250,000 SH   SOLE   2,250,000 0 0
SOTHEBYS COM 835898107 302,970 6,661,604 SH   SOLE   6,661,604 0 0
T MOBILE US INC COM 872590104 322,950 5,000,000 SH   SOLE   5,000,000 0 0
TIME WARNER INC COM NEW 887317303 341,985 3,500,000 SH   SOLE   3,500,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 197,400 6,000,000 SH   SOLE   6,000,000 0 0