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 190,862 3,827,965 SH   SOLE   3,827,965 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 100,631 678,746 SH   SOLE   678,746 0 0
ALLERGAN PLC SHS G0177J108 29,311 122,683 SH   SOLE   122,683 0 0
ALPHABET INC CAP STK CL C 02079K107 62,132 74,897 SH   SOLE   74,897 0 0
AMAZON COM INC COM 023135106 24,597 27,745 SH   SOLE   27,745 0 0
APPLE INC COM 037833100 77,721 541,008 SH   SOLE   541,008 0 0
AUTODESK INC COM 052769106 194,421 2,248,421 SH   SOLE   2,248,421 0 0
BANK AMER CORP COM 060505104 136,281 5,777,083 SH   SOLE   5,777,083 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 250 1 SH   SOLE   1 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 4,038 175,557 SH   SOLE   175,557 0 0
CABOT OIL & GAS CORP COM 127097103 113,547 4,748,932 SH   SOLE   4,748,932 0 0
CABOT OIL & GAS CORP COM 127097103 59,775 2,500,000 SH Call SOLE   2,500,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 89,895 1,901,742 SH   SOLE   1,901,742 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 73,750 165,537 SH   SOLE   165,537 0 0
DIAMONDBACK ENERGY INC COM 25278X109 62,678 604,330 SH   SOLE   604,330 0 0
DOLLAR TREE INC COM 256746108 89,958 1,146,542 SH   SOLE   1,146,542 0 0
EBAY INC COM 278642103 303,546 9,042,180 SH   SOLE   9,042,180 0 0
ELECTRUM SPL ACQUISITION COR *W EXP 99/99/999 G3105C112 445 1,000,000 SH   SOLE   1,000,000 0 0
ELECTRUM SPL ACQUISITION COR SHS G3105C104 9,748 981,200 SH   SOLE   981,200 0 0
ENCANA CORP COM 292505104 233,902 19,974,573 SH   SOLE   19,974,573 0 0
EXPEDIA INC DEL COM NEW 30212P303 222,920 1,766,820 SH   SOLE   1,766,820 0 0
FACEBOOK INC CL A 30303M102 83,299 586,403 SH   SOLE   586,403 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 1,779 242,754 SH   SOLE   242,754 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 88,322 583,255 SH   SOLE   583,255 0 0
HUMANA INC COM 444859102 229,008 1,110,932 SH   SOLE   1,110,932 0 0
HUMANA INC COM 444859102 20,099 97,500 SH Call SOLE   97,500 0 0
IAC INTERACTIVECORP COM 44919P508 113,719 1,542,582 SH   SOLE   1,542,582 0 0
ISHARES TR 20 YR TR BD ETF 464287432 120,710 1,000,000 SH Call SOLE   1,000,000 0 0
KINDER MORGAN INC DEL COM 49456B101 34,496 1,586,768 SH   SOLE   1,586,768 0 0
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 24,872 774,580 SH   SOLE   774,580 0 0
KRAFT HEINZ CO COM 500754106 55,070 606,435 SH   SOLE   606,435 0 0
MARATHON PETE CORP COM 56585A102 245,245 4,852,499 SH   SOLE   4,852,499 0 0
MASTERCARD INCORPORATED CL A 57636Q104 122,631 1,090,340 SH   SOLE   1,090,340 0 0
MICROSOFT CORP COM 594918104 263,890 4,006,839 SH   SOLE   4,006,839 0 0
NETFLIX INC COM 64110L106 25,611 173,269 SH   SOLE   173,269 0 0
NOVAGOLD RES INC COM NEW 66987E206 21,512 4,417,276 SH   SOLE   4,417,276 0 0
PNC FINL SVCS GROUP INC COM 693475105 70,496 586,298 SH   SOLE   586,298 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 154,112 1,913,724 SH   SOLE   1,913,724 0 0
RICE ENERGY INC COM 762760106 121,637 5,132,362 SH   SOLE   5,132,362 0 0
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 69,900 1,000,000 SH   SOLE   1,000,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 59,325 2,500,000 SH Call SOLE   2,500,000 0 0
SHOPIFY INC CL A 82509L107 21,630 317,661 SH   SOLE   317,661 0 0
SILVER RUN ACQUISITION UNIT 99/99/9999 82812A202 15,645 1,500,000 SH   SOLE   1,500,000 0 0
STEEL DYNAMICS INC COM 858119100 81,408 2,341,997 SH   SOLE   2,341,997 0 0
SUMMIT MATLS INC CL A 86614U100 40,883 1,654,509 SH   SOLE   1,654,509 0 0
TESORO CORP COM 881609101 190,051 2,344,566 SH   SOLE   2,344,566 0 0
TESORO CORP COM 881609101 32,424 400,000 SH Call SOLE   400,000 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 7,167 550,074 SH   SOLE   550,074 0 0
TWILIO INC CL A 90138F102 17,126 593,209 SH   SOLE   593,209 0 0
UNITI GROUP INC COM 91325V108 24,048 930,307 SH   SOLE   930,307 0 0
VIASAT INC COM 92552V100 43,223 677,265 SH   SOLE   677,265 0 0
VISA INC COM CL A 92826C839 123,274 1,387,127 SH   SOLE   1,387,127 0 0
WELLS FARGO & CO NEW COM 949746101 112,481 2,020,850 SH   SOLE   2,020,850 0 0
WILLIAMS COS INC DEL COM 969457100 215,550 7,284,551 SH   SOLE   7,284,551 0 0
WIX COM LTD SHS M98068105 251,875 3,709,502 SH   SOLE   3,709,502 0 0