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
ABEONA THERAPEUTICS INC COM 00289Y107 426 25,000 SH   SOLE   25,000 0 0
ACLARIS THERAPEUTICS INC COM 00461U105 1,032 40,000 SH   SOLE   40,000 0 0
AERCAP HOLDINGS NV SHS N00985106 4,645 90,879 SH   SOLE   90,879 0 0
AFFIMED NV COM N01045108 563 250,000 SH   SOLE   250,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 256,947 1,487,736 SH   SOLE   1,487,736 0 0
ALPHABET INC CAP STK CL A 02079K305 62,805 64,500 SH   SOLE   64,500 0 0
ALTABA INC COM 021346101 27,821 420,000 SH   SOLE   420,000 0 0
ALTICE USA INC CL A 02156K103 4,891 179,087 SH   SOLE   179,087 0 0
ALTRIA GROUP INC COM 02209S103 12,050 190,000 SH   SOLE   190,000 0 0
AMAZON COM INC COM 023135106 163,910 170,500 SH   SOLE   170,500 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 20,378 1,425,000 SH   SOLE   1,425,000 0 0
AMERICAN TOWER CORP COM 03027X100 47,838 350,000 SH   SOLE   350,000 0 0
AMETEK INC COM 031100100 2,127 32,208 SH   SOLE   32,208 0 0
AMICUS THERAPEUTICS INC COM 03152W109 1,508 100,000 SH   SOLE   100,000 0 0
ANADARKO PETROLEUM CORP COM 032511107 3,283 67,210 SH   SOLE   67,210 0 0
ANTARES PHARMA INC COM 036642106 648 200,000 SH   SOLE   200,000 0 0
APPLE INC COM 037833100 43,154 280,000 SH   SOLE   280,000 0 0
APPLIED MATERIALS INC COM 038222105 23,441 450,000 SH   SOLE   450,000 0 0
ARRAY BIOPHARMA INC COM 04269X105 1,230 100,000 SH   SOLE   100,000 0 0
ATHENE HLDG LTD CL A G0684D107 8,076 150,000 SH   SOLE   150,000 0 0
AVISTA HEALTHCARE PUB ACQ CO *W EXP 99/99/999 G0726L117 596 1,490,000 SH   SOLE   1,490,000 0 0
AVISTA HEALTHCARE PUB ACQ CO CL A G0726L125 14,900 1,490,000 SH   SOLE   1,490,000 0 0
BANK AMER CORP COM 060505104 2,534 100,000 SH Call SOLE   100,000 0 0
BANK AMER CORP COM 060505104 105,668 4,170,000 SH   SOLE   4,170,000 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 20,554 725,000 SH   SOLE   725,000 0 0
BOEING CO COM 097023105 4,449 17,500 SH   SOLE   17,500 0 0
BOSTON OMAHA CORP COM 101044105 1,318 85,000 SH   SOLE   85,000 0 0
BOULEVARD ACQUISITION *W EXP 09/25/202 10157Q110 667 750,000 SH   SOLE   750,000 0 0
BOULEVARD ACQUISITION CL A 10157Q102 14,000 1,400,000 SH   SOLE   1,400,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 9,053 142,025 SH   SOLE   142,025 0 0
BROADCOM LTD SHS Y09827109 53,197 219,333 SH   SOLE   219,333 0 0
CANADIAN PAC RY LTD COM 13645T100 1,638 9,748 SH   SOLE   9,748 0 0
CAPITOL INVT CORP IV UNIT 99/99/9999 G18920119 3,542 350,000 SH   SOLE   350,000 0 0
CARMAX INC COM 143130102 15,162 200,000 SH   SOLE   200,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 33,899 525,000 SH   SOLE   525,000 0 0
CATERPILLAR INC DEL COM 149123101 4,988 40,000 SH   SOLE   40,000 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 43,147 2,401,032 SH   SOLE   2,401,032 0 0
CF CORP *W EXP 05/25/202 G20307115 897 425,000 SH   SOLE   425,000 0 0
CHILDRENS PL INC COM 168905107 26,584 225,000 SH   SOLE   225,000 0 0
CHINA LIFE INS CO LTD SPON ADR REP H 16939P106 21,070 1,400,000 SH   SOLE   1,400,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 84,345 274,000 SH Put SOLE   274,000 0 0
CISCO SYS INC COM 17275R102 21,439 637,489 SH   SOLE   637,489 0 0
CISION LTD *W EXP 06/22/202 G1992S117 590 200,000 SH   SOLE   200,000 0 0
CITIGROUP INC COM NEW 172967424 23,641 325,000 SH   SOLE   325,000 0 0
CLOVIS ONCOLOGY INC COM 189464100 2,472 30,000 SH   SOLE   30,000 0 0
CME GROUP INC COM 12572Q105 14,251 105,032 SH   SOLE   105,032 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 525 50,000 SH   SOLE   50,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 29,419 147,500 SH   SOLE   147,500 0 0
CORESITE REALTY CORP COM 21870Q105 7,833 70,000 SH   SOLE   70,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 69,986 700,000 SH   SOLE   700,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 10,548 200,000 SH   SOLE   200,000 0 0
CYMABAY THERAPEUTICS INC COM 23257D103 403 50,000 SH   SOLE   50,000 0 0
CYRUSONE INC COM 23283R100 18,563 315,000 SH   SOLE   315,000 0 0
DANAHER CORP COM 235851102 15,303 178,395 SH   SOLE   178,395 0 0
DELTA AIR LINES INC COM 247361702 2,411 50,000 SH   SOLE   50,000 0 0
DELTA AIR LINES INC COM 247361702 2,411 50,000 SH Put SOLE   50,000 0 0
DEPOMED INC NOTE 2.500% 9/0 249908AA2 2,225 3,000,000 SH   SOLE   3,000,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 980 10,000 SH   SOLE   10,000 0 0
DISH NETWORK CORP CL A 25470M109 6,779 125,000 SH   SOLE   125,000 0 0
DOLLAR TREE INC COM 256746108 45,581 525,000 SH   SOLE   525,000 0 0
DOMINOS PIZZA INC COM 25754A201 74,456 375,000 SH   SOLE   375,000 0 0
DOUBLE EAGLE ACQUISITION COR *W EXP 09/16/202 G28195116 1,208 1,750,000 SH   SOLE   1,750,000 0 0
DOUBLE EAGLE ACQUISITION COR COM G28195124 12,625 1,250,000 SH   SOLE   1,250,000 0 0
DR HORTON INC CALLS 23331A109 7,986 200,000 SH Call SOLE   200,000 0 0
EASTERLY ACQUISITION CORP *W EXP 07/29/202 27616L110 218 256,000 SH   SOLE   256,000 0 0
EBAY INC COM 278642103 1,923 50,000 SH Put SOLE   50,000 0 0
ELECTRUM SPL ACQUISITION COR *W EXP 99/99/999 G3105C112 80 250,000 SH   SOLE   250,000 0 0
EQUINIX INC COM 29444U700 22,315 50,000 SH   SOLE   50,000 0 0
ESPERION THERAPEUTICS INC COM 29664W105 2,255 45,000 SH   SOLE   45,000 0 0
EXPEDIA INC COM 30212P303 39,584 275,000 SH   SOLE   275,000 0 0
EXTENDED STAY AMERICA INC COM 30224P200 18,500 925,000 SH   SOLE   925,000 0 0
FACEBOOK INC CL A 30303M102 166,355 973,577 SH   SOLE   973,577 0 0
FASTENAL CO COM 311900104 1,823 40,000 SH   SOLE   40,000 0 0
FEDERAL STR ACQUISITION CORP *W EXP 07/24/202 31421V115 550 500,000 SH   SOLE   500,000 0 0
FEDERAL STR ACQUISITION CORP CL A 31421V107 9,750 1,000,000 SH   SOLE   1,000,000 0 0
FERRARI N V COM N3167Y103 24,858 225,000 SH   SOLE   225,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 23,091 1,280,000 SH   SOLE   1,280,000 0 0
FORD MOTOR CO COM 345370860 53,267 4,450,000 SH   SOLE   4,450,000 0 0
GAP INC DEL COM 364760108 10,631 360,000 SH   SOLE   360,000 0 0
GARTNER INC COM 366651107 52,252 420,000 SH   SOLE   420,000 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 16,890 1,500,000 SH   SOLE   1,500,000 0 0
GENERAL MOTORS CO COM 37045V100 68,646 1,700,000 SH   SOLE   1,700,000 0 0
GLOBAL PARTNER ACQUISITION C *W EXP 07/01/202 37954X113 474 600,000 SH   SOLE   600,000 0 0
GLOBAL PARTNER ACQUISITION C COM 37954X105 6,030 600,000 SH   SOLE   600,000 0 0
GORES HLDGS II INC *W EXP 03/06/202 382867117 963 633,333 SH   SOLE   633,333 0 0
GORES HLDGS II INC COM CL A 382867109 18,943 1,900,000 SH   SOLE   1,900,000 0 0
GP INVTS ACQUISITION COR *W EXP 05/19/202 G40357108 45 100,000 SH   SOLE   100,000 0 0
GP INVTS ACQUISITION COR SHS G40357124 6,983 735,000 SH   SOLE   735,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 14,430 200,000 SH Call SOLE   200,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 4,329 60,000 SH   SOLE   60,000 0 0
GRUBHUB INC COM 400110102 18,431 350,000 SH   SOLE   350,000 0 0
GTY TECHNOLOGY HOLDINGS INC *W EXP 99/99/999 G4182A128 1,103 942,666 SH   SOLE   942,666 0 0
GTY TECHNOLOGY HOLDINGS INC CL A G4182A102 28,223 2,828,000 SH   SOLE   2,828,000 0 0
GW PHARMACEUTICALS -ADR ADR 36197T103 1,015 10,000 SH   SOLE   10,000 0 0
HOSTESS BRANDS INC *W EXP 11/04/202 44109J114 408 200,000 SH   SOLE   200,000 0 0
HOWARD HUGHES CORP COM 44267D107 2,939 24,920 SH   SOLE   24,920 0 0
HUBBELL INC COM 443510607 5,443 46,913 SH   SOLE   46,913 0 0
HUNTER MARITIME ACQUISITION *W EXP 99/99/999 Y37828129 231 350,000 SH   SOLE   350,000 0 0
HUNTER MARITIME ACQUISITION CL A Y37828111 6,888 700,000 SH   SOLE   700,000 0 0
INSMED INC COM 457669307 1,561 50,000 SH   SOLE   50,000 0 0
INTERXION HOLDING N.V SHS N47279109 54,750 1,075,000 SH   SOLE   1,075,000 0 0
INVITATION HOMES INC COM 46187W107 24,122 1,065,000 SH   SOLE   1,065,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432 1,097 8,794 SH   SOLE   8,794 0 0
ISHARES TR BARCLAYS 7 10 YR 464287440 4,131 38,783 SH   SOLE   38,783 0 0
ISHARES TR MSCI CHINA ETF 46429B671 13,691 217,000 SH   SOLE   217,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 210,607 4,700,000 SH Call SOLE   4,700,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 143,392 3,200,000 SH Put SOLE   3,200,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 154,595 3,450,000 SH   SOLE   3,450,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 7,809 52,700 SH Call SOLE   52,700 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 30,377 205,000 SH Put SOLE   205,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 143,735 970,000 SH   SOLE   970,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 1,112 60,000 SH   SOLE   60,000 0 0
JOHNSON & JOHNSON COM 478160104 2,600 20,000 SH   SOLE   20,000 0 0
JPMORGAN CHASE & CO COM 46625H100 111,747 1,170,000 SH   SOLE   1,170,000 0 0
KAYNE ANDERSON ACQUISITION *W EXP 06/30/202 48661U110 420 500,000 SH   SOLE   500,000 0 0
KAYNE ANDERSON ACQUISITION COM CL A 48661U102 14,625 1,500,000 SH   SOLE   1,500,000 0 0
KOHLS CORP COM 500255104 15,065 330,000 SH   SOLE   330,000 0 0
KRAFT HEINZ CO COM 500754106 17,449 225,000 SH   SOLE   225,000 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 1,635 125,000 SH   SOLE   125,000 0 0
LANDCADIA HLDGS INC CL A 51476W107 12,275 1,225,000 SH   SOLE   1,225,000 0 0
LANDCADIA HLDGS INC *W EXP 06/01/202 51476W115 980 1,225,000 SH   SOLE   1,225,000 0 0
LAUDER ESTEE COS INC CL A 518439104 2,696 25,000 SH   SOLE   25,000 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 9,293 277,818 SH   SOLE   277,818 0 0
LOWES COS INC COM 548661107 81,939 1,025,000 SH   SOLE   1,025,000 0 0
LULULEMON ATHLETICA INC COM 550021109 38,906 625,000 SH   SOLE   625,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 28,240 200,000 SH   SOLE   200,000 0 0
MBIA INC COM 55262C100 1,740 200,000 SH   SOLE   200,000 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 4,480 185,752 SH   SOLE   185,752 0 0
MGIC INVESTMENT CORP COM 552848103 17,542 1,400,000 SH   SOLE   1,400,000 0 0
MICROSOFT CORP COM 594918104 74,490 1,000,000 SH   SOLE   1,000,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 2,449 30,000 SH   SOLE   30,000 0 0
MONSANTO CO COM 61166W101 59,359 495,400 SH   SOLE   495,400 0 0
MORGAN STANLEY COM NEW 617446448 4,817 100,000 SH Call SOLE   100,000 0 0
MORGAN STANLEY COM NEW 617446448 103,806 2,155,000 SH   SOLE   2,155,000 0 0
NETFLIX INC COM 64110L106 29,923 165,000 SH   SOLE   165,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 8,826 100,000 SH   SOLE   100,000 0 0
NEWLINK GENETICS CORP COM 651511107 509 50,000 SH   SOLE   50,000 0 0
NIKE INC CL B 654106103 1,296 25,000 SH   SOLE   25,000 0 0
NOMAD FOODS LTD COM G6564A105 1,457 100,000 SH   SOLE   100,000 0 0
NVIDIA CORP COM 67066G104 8,939 50,000 SH   SOLE   50,000 0 0
OCEAN RIG UDW INC SHS NEW G66964118 2,389 100,502 SH   SOLE   100,502 0 0
ORACLE CORP COM 68389X105 4,835 100,000 SH Call SOLE   100,000 0 0
ORACLE CORP COM 68389X105 45,933 950,000 SH   SOLE   950,000 0 0
PARSLEY ENERGY INC CL A 701877102 1,976 75,000 SH   SOLE   75,000 0 0
PEABODY ENERGY CORP NEW COM 704551100 2,176 75,000 SH   SOLE   75,000 0 0
PEPSICO INC COM 713448108 27,858 250,000 SH   SOLE   250,000 0 0
PLANET FITNESS INC CL A 72703H101 30,353 1,125,000 SH   SOLE   1,125,000 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 1,565 150,000 SH   SOLE   150,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 50,908 350,000 SH Put SOLE   350,000 0 0
PPG INDS INC COM 693506107 1,954 17,987 SH   SOLE   17,987 0 0
PQ GROUP HOLDINGS INC COM 73943T103 1,725 100,000 SH   SOLE   100,000 0 0
PROGRESSIVE CORP COM 743315103 24,210 500,000 SH   SOLE   500,000 0 0
PROPETRO HOLDING CORP COM 74347M108 12,915 899,998 SH   SOLE   899,998 0 0
PTC THERAPEUTICS INC COM 69366J200 1,001 50,000 SH   SOLE   50,000 0 0
PVH CORP COM 693656100 47,273 375,000 SH   SOLE   375,000 0 0
QTS RLTY TR INC COM CL A 74736A103 36,914 705,000 SH   SOLE   705,000 0 0
RANGER ENERGY SERVICES INC COM 75282U104 2,578 175,369 SH   SOLE   175,369 0 0
RAYTHEON COMPANY COM 755111507 2,799 15,000 SH   SOLE   15,000 0 0
RED HAT INC COM 756577102 5,733 51,718 SH   SOLE   51,718 0 0
RESTAURANT BRANDS INTERN COM 76131D103 11,179 175,000 SH   SOLE   175,000 0 0
ROCKWELL COLLINS INC COM 774341101 6,470 49,500 SH   SOLE   49,500 0 0
ROPER TECHNOLOGIES INC COM 776696106 1,366 5,613 SH   SOLE   5,613 0 0
RSP PERMIAN INC COM 74978Q105 2,594 75,000 SH   SOLE   75,000 0 0
RYB EDUCATION INC-ADR ADR 74979W101 3,563 125,000 SH   SOLE   125,000 0 0
SABAN CAP ACQUISITION CORP *W EXP 09/21/202 78516C114 885 750,000 SH   SOLE   750,000 0 0
SABAN CAP ACQUISITION CORP COM CL A 78516C106 15,060 1,500,000 SH   SOLE   1,500,000 0 0
SALESFORCE.COM INC COM 79466L302 51,848 555,000 SH   SOLE   555,000 0 0
SBA COMMUNICATIONS CORP COM 78410G104 43,215 300,000 SH   SOLE   300,000 0 0
SCORPIO TANKERS INC COM Y7542C106 2,058 600,000 SH   SOLE   600,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 20,544 300,000 SH Call SOLE   300,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 25,680 375,000 SH   SOLE   375,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 11,637 450,000 SH Call SOLE   450,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 36,204 1,400,000 SH   SOLE   1,400,000 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 2,840 50,000 SH Call SOLE   50,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 54,191 1,021,500 SH   SOLE   1,021,500 0 0
SERVICENOW INC COM 81762P102 5,877 50,000 SH   SOLE   50,000 0 0
SIGNET JEWELERS LTD COM G81276100 1,448 21,764 SH   SOLE   21,764 0 0
SILVER RUN ACQUISITION *W EXP 03/28/202 82812A111 1,368 900,000 SH   SOLE   900,000 0 0
SILVER RUN ACQUISITION COM CL A 82812A103 25,500 2,500,000 SH   SOLE   2,500,000 0 0
SIMON PROPERTY GROUP INC COM 828806109 2,013 12,500 SH   SOLE   12,500 0 0
SIMPLY GOOD FOODS CO *W EXP 07/07/202 82900L110 687 299,900 SH   SOLE   299,900 0 0
SOCIAL CAP HEDOSOPHIA HLDGS UNIT 99/99/9999 G8250R111 5,275 500,000 SH   SOLE   500,000 0 0
SPARK THERAPEUTICS INC COM 84652J103 3,121 35,000 SH   SOLE   35,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 251,230 1,000,000 SH Call SOLE   1,000,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 232,388 925,000 SH Put SOLE   925,000 0 0
SPDR SERIES TRUST S&P BK ETF 78464A797 19,727 437,500 SH Call SOLE   437,500 0 0
STARS GROUP INC COM 85570W100 2,563 125,000 SH   SOLE   125,000 0 0
STEADYMED LTD COM M84920103 765 225,000 SH   SOLE   225,000 0 0
SVB FINANCIAL GROUP COM 78486Q101 42,095 225,000 SH   SOLE   225,000 0 0
SYNERGY PHARMACEUTICALS INC COM 871639308 653 225,000 SH   SOLE   225,000 0 0
T MOBILE US INC COM 872590104 12,332 200,000 SH Call SOLE   200,000 0 0
T MOBILE US INC COM 872590104 38,846 630,000 SH   SOLE   630,000 0 0
TATA MTRS LTD SPONSORED ADR 876568502 1,501 47,986 SH   SOLE   47,986 0 0
THOR INDUSTRIES INC COM 885160101 18,887 150,000 SH   SOLE   150,000 0 0
TIME WARNER INC COM 887317303 20,490 200,000 SH   SOLE   200,000 0 0
TPG PACE ENERGY HLDGS CORP *W EXP 99/99/999 872656111 1,167 833,333 SH   SOLE   833,333 0 0
TPG PACE ENERGY HLDGS CORP CL A 872656103 24,600 2,500,000 SH   SOLE   2,500,000 0 0
TPG PACE HLDGS CORP *W EXP 99/99/999 G89827110 435 300,000 SH   SOLE   300,000 0 0
TPG PACE HLDGS CORP CL A G89827128 8,847 900,000 SH   SOLE   900,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 21,104 800,000 SH   SOLE   800,000 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 39,816 210,000 SH   SOLE   210,000 0 0
UNITED CONTINENTAL HOLDINGS COM 910047109 1,522 25,000 SH   SOLE   25,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 2,057 17,722 SH   SOLE   17,722 0 0
US FOODS HOLDING CORP COM 912008109 5,340 200,000 SH   SOLE   200,000 0 0
VANTAGE ENERGY ACQUISITION *W EXP 04/12/202 92211L113 433 333,333 SH   SOLE   333,333 0 0
VANTAGE ENERGY ACQUISITION COM CL A 92211L105 9,800 1,000,000 SH   SOLE   1,000,000 0 0
VENATOR MATERIALS PLC SHS G9329Z100 1,130 50,000 SH   SOLE   50,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 3,801 25,000 SH   SOLE   25,000 0 0
VISA INC COM CL A 92826C839 21,048 200,000 SH   SOLE   200,000 0 0
VMWARE INC-CLASS A COM 928563402 18,016 165,000 SH   SOLE   165,000 0 0
VOYA FINANCIAL INC COM 929089100 21,940 550,000 SH   SOLE   550,000 0 0
VULCAN MATERIALS CO COM 929160109 28,232 236,057 SH   SOLE   236,057 0 0
WAYFAIR INC CL A 94419L101 20,220 300,000 SH   SOLE   300,000 0 0
WPX ENERGY INC COM 98212B103 4,313 375,000 SH   SOLE   375,000 0 0
YANDEX N V SHS CLASS A N97284108 24,713 750,000 SH   SOLE   750,000 0 0
YOGAWORKS INC COM 986005106 623 225,000 SH   SOLE   225,000 0 0
ZAYO GROUP HOLDINGS INC COM 98919V105 20,652 600,000 SH   SOLE   600,000 0 0
ZENDESK INC COM 98936J101 2,911 100,000 SH   SOLE   100,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 8,674 215,710 SH   SOLE   215,710 0 0