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 | 148,304 | 1,495,000 | SH | SOLE | 1,495,000 | 0 | 0 | ||
| ALLY FINL INC | COM | 02005N100 | 188,743 | 7,780,000 | SH | SOLE | 7,780,000 | 0 | 0 | ||
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 65,912 | 561,000 | SH | SOLE | 561,000 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 129,785 | 3,410,000 | SH | SOLE | 3,410,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 60,827 | 1,730,000 | SH | SOLE | 1,730,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 219,869 | 605,000 | SH | SOLE | 605,000 | 0 | 0 | ||
| DEXCOM INC | COM | 252131107 | 4,550 | 93,000 | SH | SOLE | 93,000 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 97,474 | 1,135,000 | SH | SOLE | 1,135,000 | 0 | 0 | ||
| GLOBAL X FDS | GLOBAL X SILVER | 37954Y848 | 7,390 | 224,000 | SH | SOLE | 224,000 | 0 | 0 | ||
| HERTZ GLOBAL HLDGS INC | COM | 42806J106 | 3,108 | 139,000 | SH | SOLE | 139,000 | 0 | 0 | ||
| IMPAX LABORATORIES INC | COM | 45256B101 | 2,944 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| INSULET CORP | COM | 45784P101 | 149,818 | 2,720,000 | SH | SOLE | 2,720,000 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 68,591 | 1,575,000 | SH | SOLE | 1,575,000 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 5,354 | 86,000 | SH | SOLE | 86,000 | 0 | 0 | ||
| MEDICINES CO | COM | 584688105 | 41,114 | 1,110,000 | SH | SOLE | 1,110,000 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 79,156 | 10,280,000 | SH | SOLE | 10,280,000 | 0 | 0 | ||
| SEASPAN CORP | SHS | Y75638109 | 3,191 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 53,386 | 212,500 | SH | Call | SOLE | 212,500 | 0 | 0 | |
| TIFFANY & CO NEW | COM | 886547108 | 161,074 | 1,755,000 | SH | SOLE | 1,755,000 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 83,694 | 2,065,000 | SH | SOLE | 2,065,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 261,232 | 15,485,000 | SH | SOLE | 15,485,000 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 57,222 | 2,230,000 | SH | SOLE | 2,230,000 | 0 | 0 | ||
| VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 8,679 | 378,000 | SH | SOLE | 378,000 | 0 | 0 | ||