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
ACTIVISION BLIZZARD INC COM 00507V109 41,595 500,000 SH Call SOLE N/A 500,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 225,327 2,708,578 SH   SOLE N/A 2,708,578 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 68,546 416,035 SH   SOLE N/A 416,035 0 0
ALPHABET INC CAP STK CL C 02079K107 85,413 71,567 SH   SOLE N/A 71,567 0 0
AMAZON COM INC COM 023135106 69,670 34,783 SH   SOLE N/A 34,783 0 0
ANDEAVOR COM 03349M105 312,859 2,038,171 SH   SOLE N/A 2,038,171 0 0
AUTODESK INC COM 052769106 157,811 1,010,895 SH   SOLE N/A 1,010,895 0 0
BANK AMER CORP COM 060505104 88,784 3,013,715 SH   SOLE N/A 3,013,715 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 320 1 SH   SOLE N/A 1 0 0
BROADCOM INC COM 11135F101 61,066 247,500 SH Call SOLE N/A 247,500 0 0
BROADCOM INC COM 11135F101 112,761 457,023 SH   SOLE N/A 457,023 0 0
CARS COM INC COM 14575E105 40,329 1,460,680 SH   SOLE N/A 1,460,680 0 0
CHENIERE ENERGY INC COM NEW 16411R208 315,474 4,539,850 SH   SOLE N/A 4,539,850 0 0
CISION LTD SHS G1992S109 15,766 938,482 SH   SOLE N/A 938,482 0 0
CITIGROUP INC COM NEW 172967424 71,740 1,000,000 SH Call SOLE N/A 1,000,000 0 0
CITIGROUP INC COM NEW 172967424 208,959 2,912,726 SH   SOLE N/A 2,912,726 0 0
CSX CORP COM 126408103 263,237 3,554,850 SH   SOLE N/A 3,554,850 0 0
ENCANA CORP COM 292505104 239,073 18,235,901 SH   SOLE N/A 18,235,901 0 0
FIRST DATA CORP NEW COM CL A 32008D106 383,538 15,673,819 SH   SOLE N/A 15,673,819 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 279,668 1,227,475 SH   SOLE N/A 1,227,475 0 0
IAC INTERACTIVECORP COM 44919P508 141,356 652,252 SH   SOLE N/A 652,252 0 0
IQVIA HLDGS INC COM 46266C105 362,866 2,796,870 SH   SOLE N/A 2,796,870 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 38,538 900,000 SH Call SOLE N/A 900,000 0 0
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 48,564 1,067,116 SH   SOLE N/A 1,067,116 0 0
MARATHON PETE CORP COM 56585A102 17,865 223,398 SH   SOLE N/A 223,398 0 0
MASTERCARD INCORPORATED CL A 57636Q104 167,354 751,782 SH   SOLE N/A 751,782 0 0
MICROSOFT CORP COM 594918104 308,205 2,694,803 SH   SOLE N/A 2,694,803 0 0
NETEASE INC SPONSORED ADR 64110W102 276,011 1,209,249 SH   SOLE N/A 1,209,249 0 0
NRG ENERGY INC COM NEW 629377508 270,761 7,239,595 SH   SOLE N/A 7,239,595 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 104,061 3,760,795 SH   SOLE N/A 3,760,795 0 0
PAYPAL HLDGS INC COM 70450Y103 84,199 958,551 SH   SOLE N/A 958,551 0 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 53,991 2,757,450 SH   SOLE N/A 2,757,450 0 0
PRAXAIR INC COM 74005P104 194,839 1,212,214 SH   SOLE N/A 1,212,214 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 116,719 1,968,949 SH   SOLE N/A 1,968,949 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 41,370 1,500,000 SH Call SOLE N/A 1,500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 116,288 400,000 SH Put SOLE N/A 400,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 145,360 500,000 SH Call SOLE N/A 500,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 221,545 1,225,157 SH   SOLE N/A 1,225,157 0 0
STEEL DYNAMICS INC COM 858119100 156,224 3,457,050 SH   SOLE N/A 3,457,050 0 0
STITCH FIX INC COM CL A 860897107 54,697 1,249,653 SH   SOLE N/A 1,249,653 0 0
TENABLE HLDGS INC COM 88025T102 2,333 60,000 SH   SOLE N/A 60,000 0 0
ULTA BEAUTY INC COM 90384S303 54,700 193,889 SH   SOLE N/A 193,889 0 0
VISA INC COM CL A 92826C839 142,632 950,312 SH   SOLE N/A 950,312 0 0
WILLIAMS COS INC DEL COM 969457100 229,615 8,444,819 SH   SOLE N/A 8,444,819 0 0
WIX COM LTD SHS M98068105 370,862 3,098,263 SH   SOLE N/A 3,098,263 0 0
WORLDPAY INC CL A 981558109 279,867 2,763,574 SH   SOLE N/A 2,763,574 0 0