13F-HR filing

VALIDATED

Holdings period 2015-03-31 · Filed 2015-05-15 · Accession 0000902664-15-002604

#	Issuer	Class / CUSIP	Kind	Shares	Value
1	ACTAVIS PLC	SHS · G0083B108	LONG	1,832,314	$545.3 million
2	ADOBE INC	COM · 00724F101	LONG	12,045,393	$890.6 million
3	APPLE INC	COM · 037833100	LONG	6,838,522	$850.9 million
4	ARISTA NETWORKS	COM · 040413106	LONG	1,490,825	$105.1 million
5	AUTODESK INC	COM · 052769106	LONG	8,103,986	$475.2 million
6	BAIDU INC	SPON ADR REP A · 056752108	LONG	5,281,484	$1.10 billion
7	BARCLAYS BK PLC	IPATH S&P500 VIX · 06742E711	PUT	11,634,000	$298.2 million
8	CANADIAN PAC RY LTD	COM · 13645T100	LONG	3,147,265	$575.0 million
9	CDK GLOBAL INC	COM · 12508E101	LONG	2,636,255	$123.3 million
10	CHARTER COMMUNICATIONS INC D	CL A NEW · 16117M305	LONG	3,327,979	$642.7 million
11	CHENIERE ENERGY INC	COM NEW · 16411R208	LONG	8,018,486	$620.6 million
12	COGNIZANT TECHNOLOGY SOLUTIO	CL A · 192446102	LONG	1,093,374	$68.2 million
13	CURRENCYSHARES EURO TR	EURO SHS · 23130C108	PUT	20,000,000	$2.11 billion
14	DAVITA INC	COM · 23918K108	LONG	5,455,774	$443.4 million
15	ENDO INTL PLC	SHS · G30401106	LONG	3,270,117	$293.3 million
16	EQUINIX INC	COM PAR $0.001 · 29444U700	LONG	2,729,378	$635.5 million
17	META PLATFORMS INC	CL A · 30303M102	LONG	8,106,922	$666.5 million
18	FIDELITY NATIONAL FINANCIAL	FNF GROUP COM · 31620R303	LONG	7,855,396	$288.8 million
19	FIDELITY NATIONAL FINANCIAL	FNF GROUP COM · 31620R303	CALL	2,015,000	$74.1 million
20	FLEETCOR TECHNOLOGIES INC	COM · 339041105	LONG	5,478,615	$826.8 million
21	GRACE W R & CO DEL NEW	COM · 38388F108	LONG	2,902,557	$287.0 million
22	HCA HEALTHCARE INC	COM · 40412C101	LONG	5,836,872	$439.1 million
23	HDFC BANK LTD	ADR REPS 3 SHS · 40415F101	LONG	2,014,620	$118.6 million
24	ILLUMINA INC	COM · 452327109	LONG	2,890,103	$536.5 million
25	JAZZ PHARMACEUTICALS PLC	SHS USD · G50871105	LONG	260,985	$45.1 million
26	JD.COM INC	SPON ADR CL A · 47215P106	LONG	38,527,260	$1.13 billion
27	LIBERTY MEDIA CORP DELAWARE	CL A · 531229102	LONG	2,761,506	$106.5 million
28	LIBERTY MEDIA CORP DELAWARE	COM SER C · 531229300	LONG	4,514,617	$172.5 million
29	LOWES COS INC	COM · 548661107	LONG	5,916,304	$440.1 million
30	MASTERCARD INCORPORATED	CL A · 57636Q104	LONG	12,973,653	$1.12 billion
31	MCGRAW HILL FINL INC	COM · 580645109	LONG	4,574,980	$473.1 million
32	MGIC INVT CORP WIS	COM · 552848103	LONG	12,403,003	$119.4 million
33	MICHAEL KORS HLDGS LTD	SHS · G60754101	LONG	11,225,155	$738.1 million
34	MICROSOFT CORP	COM · 594918104	LONG	14,486,109	$588.9 million
35	MICROSOFT CORP	COM · 594918104	CALL	2,828,800	$115.0 million
36	MOHAWK INDS INC	COM · 608190104	LONG	1,958,565	$363.8 million
37	NIKE INC	CL B · 654106103	LONG	5,678,660	$569.7 million
38	PRICELINE GRP INC	COM NEW · 741503403	LONG	1,329,775	$1.55 billion
39	PROSHARES TR II	ULT VIX SHRT TRM · 74347W346	PUT	12,000,000	$180.6 million
40	REALOGY HLDGS CORP	COM · 75605Y106	LONG	10,406,478	$473.3 million
41	SBA COMMUNICATIONS CORP	COM · 78388J106	LONG	6,460,678	$756.5 million
42	SEARS HLDGS CORP	COM · 812350106	PUT	2,163,100	$89.5 million
43	SOLARWINDS INC	COM · 83416B109	LONG	2,386,428	$122.3 million
44	SUNEDISON INC	COM · 86732Y109	LONG	11,212,785	$269.1 million
45	TRANSDIGM GROUP INC	COM · 893641100	LONG	2,215,423	$484.6 million
46	TRANSOCEAN LTD	REG SHS · H8817H100	PUT	2,400,000	$35.2 million
47	ULTA BEAUTY INC	COM · 90384S303	LONG	2,473,942	$373.2 million
48	VALEANT PHARMACEUTICALS INTL	COM · 91911K102	LONG	5,569,460	$1.11 billion
49	VIPSHOP HLDGS LTD	SPONSORED ADR · 92763W103	LONG	10,943,918	$322.2 million
50	VISA INC	COM CL A · 92826C839	LONG	9,510,268	$622.1 million
51	VULCAN MATLS CO	COM · 929160109	LONG	1,420,997	$119.8 million
52	WALGREENS BOOTS ALLIANCE INC	COM · 931427108	LONG	2,584,527	$218.9 million
53	WILLIAMS COS INC DEL	COM · 969457100	LONG	12,015,299	$607.9 million
54	WILLIAMS COS INC DEL	COM · 969457100	CALL	1,785,900	$90.3 million