The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 161,603 | 1,090,000 | SH | SOLE | 1,090,000 | 0 | 0 | ||
| ALLY FINL INC | COM | 02005N100 | 211,839 | 10,420,000 | SH | SOLE | 10,420,000 | 0 | 0 | ||
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 102,500 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 245,490 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| DEXCOM INC | COM | 252131107 | 94,855 | 1,119,500 | SH | SOLE | 1,119,500 | 0 | 0 | ||
| INSULET CORP | COM | 45784P101 | 122,807 | 2,850,000 | SH | SOLE | 2,850,000 | 0 | 0 | ||
| MEDICINES CO | COM | 584688105 | 33,252 | 680,000 | SH | SOLE | 680,000 | 0 | 0 | ||
| SEASPAN CORP | SHS | Y75638109 | 3,881 | 560,000 | SH | SOLE | 560,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI INT-FINL | 81369Y605 | 286,184 | 12,060,000 | SH | SOLE | 12,060,000 | 0 | 0 | ||
| TESORO CORP | COM | 881609101 | 147,124 | 1,815,000 | SH | SOLE | 1,815,000 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 158,198 | 1,660,000 | SH | SOLE | 1,660,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 196,443 | 13,140,000 | SH | SOLE | 13,140,000 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 105,318 | 3,115,000 | SH | SOLE | 3,115,000 | 0 | 0 | ||
| VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 174,382 | 7,645,000 | SH | SOLE | 7,645,000 | 0 | 0 | ||