13F-HR filing

VALIDATED

Holdings period 2015-06-30 · Filed 2015-08-14 · Accession 0000902664-15-003391

#	Issuer	Class / CUSIP	Kind	Shares	Value
1	ADOBE INC	COM · 00724F101	LONG	9,264,439	$750.5 million
2	ADVANCE AUTO PARTS INC	COM · 00751Y106	LONG	1,217,455	$193.9 million
3	ALLERGAN PLC	SHS · G0177J108	LONG	2,297,966	$697.3 million
4	ARISTA NETWORKS	COM · 040413106	LONG	1,895,925	$155.0 million
5	AUTODESK INC	COM · 052769106	LONG	6,158,948	$308.4 million
6	BARCLAYS BK PLC	IPATH S&P500 VIX · 06742E711	PUT	5,500,000	$110.5 million
7	CHARTER COMMUNICATIONS INC D	CL A NEW · 16117M305	LONG	5,377,312	$920.9 million
8	CHARTER COMMUNICATIONS INC D	CL A NEW · 16117M305	CALL	3,050,000	$522.3 million
9	CHENIERE ENERGY INC	COM NEW · 16411R208	LONG	7,943,511	$550.2 million
10	CSX CORP	COM · 126408103	LONG	2,088,300	$68.2 million
11	CSX CORP	COM · 126408103	CALL	2,760,000	$90.1 million
12	CURRENCYSHARES EURO TR	EURO SHS · 23130C108	PUT	20,000,000	$2.19 billion
13	DAVITA INC	COM · 23918K108	LONG	5,455,774	$433.6 million
14	DIAGEO P L C	SPON ADR NEW · 25243Q205	CALL	2,850,000	$330.7 million
15	ELECTRONIC ARTS INC	COM · 285512109	LONG	794,440	$52.8 million
16	ENDO INTL PLC	SHS · G30401106	LONG	3,570,117	$284.4 million
17	EQUINIX INC	COM PAR $0.001 · 29444U700	LONG	3,005,944	$763.5 million
18	META PLATFORMS INC	CL A · 30303M102	LONG	9,761,722	$837.2 million
19	FIDELITY NATIONAL FINANCIAL	FNF GROUP COM · 31620R303	LONG	9,672,695	$357.8 million
20	FIDELITY NATIONAL FINANCIAL	FNF GROUP COM · 31620R303	CALL	2,015,000	$74.5 million
21	FLEETCOR TECHNOLOGIES INC	COM · 339041105	LONG	5,478,615	$855.0 million
22	GRACE W R & CO DEL NEW	COM · 38388F108	LONG	1,206,801	$121.0 million
23	HANESBRANDS INC	COM · 410345102	LONG	7,588,105	$252.8 million
24	HCA HEALTHCARE INC	COM · 40412C101	LONG	5,007,242	$454.3 million
25	HDFC BANK LTD	ADR REPS 3 SHS · 40415F101	LONG	2,014,620	$121.9 million
26	HORIZON PHARMA PLC	SHS · G4617B105	LONG	3,204,972	$111.3 million
27	ILLUMINA INC	COM · 452327109	LONG	5,678,537	$1.24 billion
28	JD.COM INC	SPON ADR CL A · 47215P106	LONG	41,890,558	$1.43 billion
29	KANSAS CITY SOUTHERN	COM NEW · 485170302	LONG	231,220	$21.1 million
30	LIBERTY MEDIA CORP DELAWARE	CL A · 531229102	LONG	3,013,061	$108.6 million
31	LIBERTY MEDIA CORP DELAWARE	COM SER C · 531229300	LONG	4,571,191	$164.1 million
32	LOWES COS INC	COM · 548661107	LONG	7,053,887	$472.4 million
33	MASTERCARD INCORPORATED	CL A · 57636Q104	LONG	9,726,632	$909.2 million
34	MCGRAW HILL FINL INC	COM · 580645109	LONG	3,625,834	$364.2 million
35	MGIC INVT CORP WIS	COM · 552848103	LONG	12,403,003	$141.1 million
36	MICROSOFT CORP	COM · 594918104	LONG	26,598,524	$1.17 billion
37	MICROSOFT CORP	COM · 594918104	CALL	2,828,800	$124.9 million
38	MOHAWK INDS INC	COM · 608190104	LONG	1,958,565	$373.9 million
39	NIKE INC	CL B · 654106103	LONG	7,155,860	$773.0 million
40	PERRIGO CO PLC	SHS · G97822103	LONG	375,924	$69.5 million
41	PRICELINE GRP INC	COM NEW · 741503403	LONG	1,191,794	$1.37 billion
42	PROSHARES TR II	ULT VIX SHRT · 74347W312	PUT	12,000,000	$527.5 million
43	REALOGY HLDGS CORP	COM · 75605Y106	LONG	10,406,478	$486.2 million
44	SBA COMMUNICATIONS CORP	COM · 78388J106	LONG	4,584,339	$527.1 million
45	SCHWAB CHARLES CORP NEW	COM · 808513105	LONG	748,520	$24.4 million
46	SEARS HLDGS CORP	COM · 812350106	PUT	2,163,100	$57.8 million
47	SOLARWINDS INC	COM · 83416B109	LONG	2,518,528	$116.2 million
48	SUNEDISON INC	COM · 86732Y109	LONG	9,663,802	$289.0 million
49	TRANSDIGM GROUP INC	COM · 893641100	LONG	2,215,423	$497.7 million
50	ULTA BEAUTY INC	COM · 90384S303	LONG	2,337,670	$361.1 million
51	VALEANT PHARMACEUTICALS INTL	COM · 91911K102	LONG	5,310,143	$1.18 billion
52	VISA INC	COM CL A · 92826C839	LONG	8,900,538	$597.7 million
53	VULCAN MATLS CO	COM · 929160109	LONG	3,460,099	$290.4 million
54	WALGREENS BOOTS ALLIANCE INC	COM · 931427108	LONG	5,198,204	$438.9 million
55	WILLIAMS COS INC DEL	COM · 969457100	LONG	13,943,148	$800.2 million
56	WILLIAMS COS INC DEL	COM · 969457100	CALL	3,285,900	$188.6 million