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 |
| AMAZON COM INC | COM | 023135106 | 15,723 | 9,250 | SH | SOLE | 9,250 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 13,345 | 101,800 | SH | SOLE | 101,800 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 15,068 | 62,100 | SH | SOLE | 62,100 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 28,223 | 442,500 | SH | SOLE | 442,500 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 56,464 | 731,300 | SH | SOLE | 731,300 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 29,342 | 151,000 | SH | SOLE | 151,000 | 0 | 0 | ||
| GGP INC | COM | 36174X101 | 47,210 | 2,310,810 | SH | SOLE | 2,310,810 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 56,645 | 330,000 | SH | Put | SOLE | 330,000 | 0 | 0 | |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 43,330 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
| KRAFT HEINZ CO | COM | 500754106 | 7,853 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 23,625 | 312,000 | SH | SOLE | 312,000 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 12,598 | 348,489 | SH | SOLE | 348,489 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 32,857 | 333,200 | SH | SOLE | 333,200 | 0 | 0 | ||
| NXSTAGE MEDICAL INC | COM | 67072V103 | 22,069 | 791,000 | SH | SOLE | 791,000 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 26,991 | 334,300 | SH | SOLE | 334,300 | 0 | 0 | ||
| QUALITY CARE PPTYS INC | COM | 747545101 | 121,156 | 5,632,547 | SH | SOLE | 5,632,547 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 26,584 | 194,900 | SH | SOLE | 194,900 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 16,175 | 213,000 | SH | SOLE | 213,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 13,290 | 175,000 | SH | Call | SOLE | 175,000 | 0 | 0 | |
| SPDR INDEX SHS FDS | EURO STOXX 50 | 78463X202 | 42,163 | 1,100,000 | SH | Put | SOLE | 1,100,000 | 0 | 0 | |
| STARS GROUP INC | COM | 85570W100 | 31,156 | 858,300 | SH | SOLE | 858,300 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 21,778 | 63,100 | SH | SOLE | 63,100 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 6,960 | 70,600 | SH | Put | SOLE | 70,600 | 0 | 0 | |