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
ALEXION PHARMACEUTICALS INC COM 015351109 140,290 1,000,000 SH   SOLE   1,000,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,139,886 6,600,000 SH   SOLE   6,600,000 0 0
ALPHABET INC CAP STK CL A 02079K305 306,722 315,000 SH   SOLE   315,000 0 0
ALTABA INC COM 021346101 49,680 750,000 SH   SOLE   750,000 0 0
ANTHEM INC COM 036752103 237,350 1,250,000 SH   SOLE   1,250,000 0 0
BANCO MACRO SA SPON ADR B 05961W105 102,681 875,000 SH   SOLE   875,000 0 0
BANK AMER CORP COM 060505104 310,415 12,250,000 SH   SOLE   12,250,000 0 0
BAXTER INTL INC COM 071813109 2,572,750 41,000,000 SH   SOLE   41,000,000 0 0
BLACKROCK INC COM 09247X101 692,990 1,550,000 SH   SOLE   1,550,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 498,625 2,500,000 SH   SOLE   2,500,000 0 0
DANAHER CORP DEL COM 235851102 283,074 3,300,000 SH   SOLE   3,300,000 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 193,025 2,500,000 SH   SOLE   2,500,000 0 0
DOVER CORP COM 260003108 150,794 1,650,000 SH   SOLE   1,650,000 0 0
DOWDUPONT INC COM 26078J100 1,041,116 15,038,505 SH   SOLE   15,038,505 0 0
EXELA TECHNOLOGIES INC COM 30162V102 6,485 1,361,300 SH   SOLE   1,361,300 0 0
F M C CORP COM NEW 302491303 196,482 2,200,000 SH   SOLE   2,200,000 0 0
FACEBOOK INC CL A 30303M102 580,958 3,400,000 SH   SOLE   3,400,000 0 0
GREEN BRICK PARTNERS INC COM 392709101 80,022 8,083,022 SH   SOLE   8,083,022 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 86,330 1,675,000 SH   SOLE   1,675,000 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 37,035 1,500,000 SH   SOLE   1,500,000 0 0
HONEYWELL INTL INC COM 438516106 180,718 1,275,000 SH   SOLE   1,275,000 0 0
KADMON HLDGS INC COM 48283N106 31,516 9,407,745 SH   SOLE   9,407,745 0 0
MACERICH CO COM 554382101 94,878 1,726,000 SH   SOLE   1,726,000 0 0
MARATHON PETE CORP COM 56585A102 154,220 2,750,000 SH   SOLE   2,750,000 0 0
MOHAWK INDS INC COM 608190104 222,759 900,000 SH   SOLE   900,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 305,343 2,700,000 SH   SOLE   2,700,000 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 5,500 85,000 SH   SOLE   85,000 0 0
PARSLEY ENERGY INC CL A 701877102 140,919 5,350,000 SH   SOLE   5,350,000 0 0
RSP PERMIAN INC COM 74978Q105 159,114 4,600,000 SH   SOLE   4,600,000 0 0
S&P GLOBAL INC COM 78409V104 195,388 1,250,000 SH   SOLE   1,250,000 0 0
SHERWIN WILLIAMS CO COM 824348106 214,824 600,000 SH   SOLE   600,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 183,768 1,200,000 SH   SOLE   1,200,000 0 0
SOTHEBYS COM 835898107 307,167 6,661,604 SH   SOLE   6,661,604 0 0
T MOBILE US INC COM 872590104 237,391 3,850,000 SH   SOLE   3,850,000 0 0
TIME WARNER INC COM NEW 887317303 281,738 2,750,000 SH   SOLE   2,750,000 0 0
VANTIV INC CL A 92210H105 193,792 2,750,000 SH   SOLE   2,750,000 0 0
VULCAN MATLS CO COM 929160109 281,060 2,350,000 SH   SOLE   2,350,000 0 0