The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ALBIREO PHARMA INC | COM | 01345P106 | 5,700 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 14,835 | 10,250 | SH | SOLE | 10,250 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 12,784 | 101,800 | SH | SOLE | 101,800 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 20,313 | 86,200 | SH | SOLE | 86,200 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 21,031 | 377,500 | SH | SOLE | 377,500 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 24,128 | 151,000 | SH | SOLE | 151,000 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 11,524 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 22,794 | 266,000 | SH | SOLE | 266,000 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 12,093 | 348,489 | SH | SOLE | 348,489 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 30,411 | 333,200 | SH | SOLE | 333,200 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 60,399 | 517,600 | SH | SOLE | 517,600 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 19,293 | 164,900 | SH | SOLE | 164,900 | 0 | 0 | ||
| NXSTAGE MEDICAL INC | COM | 67072V103 | 19,664 | 791,000 | SH | SOLE | 791,000 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 30,546 | 307,300 | SH | SOLE | 307,300 | 0 | 0 | ||
| POWERSHARES QQQ TRUST | UNIT SER 1 | 73935A104 | 52,843 | 330,000 | SH | Put | SOLE | 330,000 | 0 | 0 | |
| QUALITY CARE PPTYS INC | COM | 747545101 | 88,196 | 4,539,154 | SH | SOLE | 4,539,154 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 22,667 | 194,900 | SH | SOLE | 194,900 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 20,223 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 22,579 | 179,500 | SH | SOLE | 179,500 | 0 | 0 | ||
| STARS GROUP INC | COM | 85570W100 | 13,260 | 481,300 | SH | SOLE | 481,300 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 22,130 | 72,100 | SH | SOLE | 72,100 | 0 | 0 | ||