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
AETNA INC NEW COM 00817Y108 333,722 1,850,000 SH   SOLE   1,850,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,034,580 6,000,000 SH   SOLE   6,000,000 0 0
ALPHABET INC CAP STK CL A 02079K305 726,846 690,000 SH   SOLE   690,000 0 0
ALTABA INC COM 021346101 52,388 750,000 SH   SOLE   750,000 0 0
ANTHEM INC COM 036752103 84,379 375,000 SH   SOLE   375,000 0 0
BAXTER INTL INC COM 071813109 2,327,040 36,000,000 SH   SOLE   36,000,000 0 0
BLACKROCK INC COM 09247X101 796,250 1,550,000 SH   SOLE   1,550,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 571,425 2,500,000 SH   SOLE   2,500,000 0 0
DANAHER CORP DEL COM 235851102 307,234 3,310,000 SH   SOLE   3,310,000 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 203,200 2,500,000 SH   SOLE   2,500,000 0 0
DENTSPLY SIRONA INC COM 24906P109 131,660 2,000,000 SH   SOLE   2,000,000 0 0
DOVER CORP COM 260003108 166,634 1,650,000 SH   SOLE   1,650,000 0 0
DOWDUPONT INC COM 26078J100 1,066,520 14,975,000 SH   SOLE   14,975,000 0 0
F M C CORP COM NEW 302491303 208,252 2,200,000 SH   SOLE   2,200,000 0 0
FACEBOOK INC CL A 30303M102 599,964 3,400,000 SH   SOLE   3,400,000 0 0
GENERAL DYNAMICS CORP COM 369550108 111,898 550,000 SH   SOLE   550,000 0 0
GREEN BRICK PARTNERS INC COM 392709101 91,338 8,083,022 SH   SOLE   8,083,022 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 120,176 1,825,000 SH   SOLE   1,825,000 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 43,980 1,500,000 SH   SOLE   1,500,000 0 0
HONEYWELL INTL INC COM 438516106 195,534 1,275,000 SH   SOLE   1,275,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 388,080 5,500,000 SH   SOLE   5,500,000 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 838 9,995 SH   SOLE   9,995 0 0
KADMON HLDGS INC COM 48283N106 34,056 9,407,745 SH   SOLE   9,407,745 0 0
LENNAR CORP CL A 526057104 335,172 5,300,000 SH   SOLE   5,300,000 0 0
MACERICH CO COM 554382101 93,594 1,425,000 SH   SOLE   1,425,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 100,170 3,000,000 SH   SOLE   3,000,000 0 0
MOHAWK INDS INC COM 608190104 275,900 1,000,000 SH   SOLE   1,000,000 0 0
MONSANTO CO NEW COM 61166W101 23,356 200,000 SH   SOLE   200,000 0 0
NETFLIX INC COM 64110L106 383,920 2,000,000 SH   SOLE   2,000,000 0 0
NEXA RES S A COM L67359106 58,830 3,000,000 SH   SOLE   3,000,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 251,744 2,150,000 SH   SOLE   2,150,000 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 109,330 1,625,000 SH   SOLE   1,625,000 0 0
PARSLEY ENERGY INC CL A 701877102 169,280 5,750,000 SH   SOLE   5,750,000 0 0
PG&E CORP COM 69331C108 56,038 1,250,000 SH   SOLE   1,250,000 0 0
PINNACLE FOODS INC DEL COM 72348P104 59,470 1,000,000 SH   SOLE   1,000,000 0 0
RSP PERMIAN INC COM 74978Q105 187,128 4,600,000 SH   SOLE   4,600,000 0 0
S&P GLOBAL INC COM 78409V104 304,920 1,800,000 SH   SOLE   1,800,000 0 0
SHERWIN WILLIAMS CO COM 824348106 246,024 600,000 SH   SOLE   600,000 0 0
SOTHEBYS COM 835898107 343,739 6,661,604 SH   SOLE   6,661,604 0 0
SOUTHWESTERN ENERGY CO COM 845467109 83,700 15,000,000 SH   SOLE   15,000,000 0 0
TIME WARNER INC COM NEW 887317303 182,940 2,000,000 SH   SOLE   2,000,000 0 0
TIME WARNER INC COM NEW 887317303 365,880 4,000,000 SH Call SOLE   4,000,000 0 0
VANTIV INC CL A 92210H105 294,200 4,000,000 SH   SOLE   4,000,000 0 0
VULCAN MATLS CO COM 929160109 333,762 2,600,000 SH   SOLE   2,600,000 0 0