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
ADOBE SYS INC COM 00724F101 86,432 400,000 SH   SOLE   400,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 734,160 4,000,000 SH   SOLE   4,000,000 0 0
ALPHABET INC CAP STK CL A 02079K305 596,356 575,000 SH   SOLE   575,000 0 0
ANTHEM INC COM 036752103 172,464 785,000 SH   SOLE   785,000 0 0
BAXTER INTL INC COM 071813109 2,341,440 36,000,000 SH   SOLE   36,000,000 0 0
BLACK KNIGHT INC COM 09215C105 58,875 1,250,000 SH   SOLE   1,250,000 0 0
BLACKROCK INC COM 09247X101 587,766 1,085,000 SH   SOLE   1,085,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 524,216 2,300,000 SH   SOLE   2,300,000 0 0
DANAHER CORP DEL COM 235851102 318,208 3,250,000 SH   SOLE   3,250,000 0 0
DOVER CORP COM 260003108 385,022 3,920,000 SH   SOLE   3,920,000 0 0
DOWDUPONT INC COM 26078J100 896,718 14,075,000 SH   SOLE   14,075,000 0 0
ELECTRONIC ARTS INC COM 285512109 151,550 1,250,000 SH   SOLE   1,250,000 0 0
FACEBOOK INC CL A 30303M102 639,160 4,000,000 SH   SOLE   4,000,000 0 0
GREEN BRICK PARTNERS INC COM 392709101 88,105 8,083,022 SH   SOLE   8,083,022 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 117,710 1,790,000 SH   SOLE   1,790,000 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 44,600 1,470,000 SH   SOLE   1,470,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 362,600 5,000,000 SH   SOLE   5,000,000 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 2,899 34,695 SH   SOLE   34,695 0 0
KADMON HLDGS INC COM 48283N106 39,983 9,407,745 SH   SOLE   9,407,745 0 0
LENNAR CORP CL A 526057104 369,848 6,275,000 SH   SOLE   6,275,000 0 0
MARATHON PETE CORP COM 56585A102 146,220 2,000,000 SH   SOLE   2,000,000 0 0
MERCADOLIBRE INC COM 58733R102 35,639 100,000 SH   SOLE   100,000 0 0
MICROSOFT CORP COM 594918104 50,198 550,000 SH   SOLE   550,000 0 0
MOHAWK INDS INC COM 608190104 193,904 835,000 SH   SOLE   835,000 0 0
MONSANTO CO NEW COM 61166W101 23,338 200,000 SH   SOLE   200,000 0 0
MONSANTO CO NEW COM 61166W101 116,690 1,000,000 SH Call SOLE   1,000,000 0 0
NETFLIX INC COM 64110L106 590,700 2,000,000 SH   SOLE   2,000,000 0 0
NEXA RES S A COM L67359106 37,892 2,164,000 SH   SOLE   2,164,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 174,356 4,550,000 SH   SOLE   4,550,000 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 65,560 1,100,000 SH   SOLE   1,100,000 0 0
PBF ENERGY INC CL A 69318G106 42,375 1,250,000 SH   SOLE   1,250,000 0 0
S&P GLOBAL INC COM 78409V104 286,590 1,500,000 SH   SOLE   1,500,000 0 0
SALESFORCE COM INC COM 79466L302 52,335 450,000 SH   SOLE   450,000 0 0
SHERWIN WILLIAMS CO COM 824348106 229,390 585,000 SH   SOLE   585,000 0 0
SOTHEBYS COM 835898107 341,807 6,661,604 SH   SOLE   6,661,604 0 0
TIME WARNER INC COM NEW 887317303 567,480 6,000,000 SH Call SOLE   6,000,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 893,322 7,100,000 SH   SOLE   7,100,000 0 0
VULCAN MATLS CO COM 929160109 335,660 2,940,000 SH   SOLE   2,940,000 0 0
WORLDPAY INC CL A 981558109 337,184 4,100,000 SH   SOLE   4,100,000 0 0
WYNN RESORTS LTD COM 983134107 279,923 1,535,000 SH   SOLE   1,535,000 0 0