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 |
| ALEXION PHARMACEUTICALS INC | COM | 015351109 | 152,088 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 634,050 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 534,566 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 235,162 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| BANCO MACRO SA | SPON ADR B | 05961W105 | 82,971 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 363,900 | 15,000,000 | SH | SOLE | 15,000,000 | 0 | 0 | ||
| BAXTER INTL INC | COM | 071813109 | 2,482,140 | 41,000,000 | SH | SOLE | 41,000,000 | 0 | 0 | ||
| BLACKROCK INC | COM | 09247X101 | 654,736 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 168,425 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 484,325 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| DANAHER CORP DEL | COM | 235851102 | 278,487 | 3,300,000 | SH | SOLE | 3,300,000 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | COM CL V | 24703L103 | 152,775 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| DOW CHEM CO | COM | 260543103 | 1,009,120 | 16,000,000 | SH | SOLE | 16,000,000 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 48,337 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| F M C CORP | COM NEW | 302491303 | 146,100 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 528,430 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 237,720 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| GREEN BRICK PARTNERS INC | COM | 392709101 | 92,551 | 8,083,022 | SH | SOLE | 8,083,022 | 0 | 0 | ||
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 116,130 | 7,000,000 | SH | SOLE | 7,000,000 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 169,945 | 1,275,000 | SH | SOLE | 1,275,000 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 180,465 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| KADMON HLDGS INC | COM | 48283N106 | 36,596 | 9,407,745 | SH | SOLE | 9,407,745 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 211,479 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 295,515 | 2,700,000 | SH | SOLE | 2,700,000 | 0 | 0 | ||
| PARSLEY ENERGY INC | CL A | 701877102 | 124,875 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
| RSP PERMIAN INC | COM | 74978Q105 | 124,240 | 3,850,000 | SH | SOLE | 3,850,000 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 218,985 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 263,220 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| SOTHEBYS | COM | 835898107 | 357,528 | 6,661,604 | SH | SOLE | 6,661,604 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 318,255 | 5,250,000 | SH | SOLE | 5,250,000 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 376,538 | 3,750,000 | SH | SOLE | 3,750,000 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 202,688 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||