13F-HR filing

VALIDATED

Holdings period 2015-09-30 · Filed 2015-11-16 · Accession 0000902664-15-004275

#	Issuer	Class / CUSIP	Kind	Shares	Value
1	ACTIVISION BLIZZARD INC	COM · 00507V109	LONG	9,293,749	$287.1 million
2	ADOBE INC	COM · 00724F101	LONG	6,209,219	$510.5 million
3	ALLERGAN PLC	SHS · G0177J108	LONG	2,607,655	$708.8 million
4	AMAZON COM INC	COM · 023135106	LONG	1,937,002	$991.5 million
5	AMERICAN EXPRESS CO	COM · 025816109	LONG	1,000	$74,000
6	AMERICAN EXPRESS CO	COM · 025816109	CALL	4,300,000	$318.8 million
7	ARISTA NETWORKS	COM · 040413106	LONG	2,175,925	$133.1 million
8	BARCLAYS BK PLC	IPATH S&P500 VIX · 06742E711	PUT	5,500,000	$141.0 million
9	CHARTER COMMUNICATIONS INC D	CL A NEW · 16117M305	LONG	6,550,257	$1.15 billion
10	CHARTER COMMUNICATIONS INC D	CL A NEW · 16117M305	CALL	3,050,000	$536.3 million
11	CHENIERE ENERGY INC	COM NEW · 16411R208	LONG	12,241,775	$591.3 million
12	CONSTELLATION BRANDS INC	CL A · 21036P108	LONG	4,684,214	$586.5 million
13	CSX CORP	COM · 126408103	CALL	1,331,200	$35.8 million
14	DAVITA INC	COM · 23918K108	LONG	7,918,998	$572.8 million
15	DIAGEO P L C	SPON ADR NEW · 25243Q205	CALL	2,850,000	$307.2 million
16	DIAGEO P L C	SPON ADR NEW · 25243Q205	LONG	1,000	$108,000
17	DOLLAR TREE INC	COM · 256746108	LONG	5,139,395	$342.6 million
18	ELECTRONIC ARTS INC	COM · 285512109	LONG	8,782,612	$595.0 million
19	ENDO INTL PLC	SHS · G30401106	LONG	3,859,641	$267.4 million
20	EQUINIX INC	COM PAR $0.001 · 29444U700	LONG	2,650,775	$724.7 million
21	EXPEDIA INC DEL	COM NEW · 30212P303	LONG	1,094,269	$128.8 million
22	META PLATFORMS INC	CL A · 30303M102	LONG	10,702,259	$962.1 million
23	FIDELITY NATIONAL FINANCIAL	FNF GROUP COM · 31620R303	LONG	6,512,113	$231.0 million
24	FIDELITY NATIONAL FINANCIAL	FNF GROUP COM · 31620R303	CALL	1,915,000	$67.9 million
25	FLEETCOR TECHNOLOGIES INC	COM · 339041105	LONG	6,434,203	$885.5 million
26	GRACE W R & CO DEL NEW	COM · 38388F108	LONG	1,351,301	$125.7 million
27	HANESBRANDS INC	COM · 410345102	LONG	7,689,684	$222.5 million
28	HDFC BANK LTD	ADR REPS 3 SHS · 40415F101	LONG	5,349,293	$326.8 million
29	HORIZON PHARMA PLC	SHS · G4617B105	LONG	15,600,988	$309.2 million
30	ILLUMINA INC	COM · 452327109	LONG	3,609,735	$634.7 million
31	JD.COM INC	SPON ADR CL A · 47215P106	LONG	43,495,999	$1.13 billion
32	KANSAS CITY SOUTHERN	COM NEW · 485170302	LONG	1,398,480	$127.1 million
33	MASTERCARD INCORPORATED	CL A · 57636Q104	LONG	8,343,895	$752.0 million
34	MICROSOFT CORP	COM · 594918104	LONG	25,339,024	$1.12 billion
35	MICROSOFT CORP	COM · 594918104	CALL	775,600	$34.3 million
36	MOBILEYE N V AMSTELVEEN	ORD SHS · N51488117	LONG	6,394,066	$290.8 million
37	MOHAWK INDS INC	COM · 608190104	LONG	1,971,450	$358.4 million
38	Molson Coors Brewing Co - B	CL B · 60871R209	LONG	1,944,601	$161.4 million
39	NIKE INC	CL B · 654106103	LONG	5,700,855	$701.0 million
40	PRICELINE GRP INC	COM NEW · 741503403	LONG	992,252	$1.23 billion
41	PROSHARES TR II	ULT VIX SHRT · 74347W312	PUT	12,000,000	$671.5 million
42	REALOGY HLDGS CORP	COM · 75605Y106	LONG	979,197	$36.8 million
43	SBA COMMUNICATIONS CORP	COM · 78388J106	LONG	2,801,753	$293.5 million
44	SCHWAB CHARLES CORP NEW	COM · 808513105	LONG	13,396,145	$382.6 million
45	SEARS HLDGS CORP	COM · 812350106	PUT	2,010,000	$45.4 million
46	TRANSDIGM GROUP INC	COM · 893641100	LONG	2,215,423	$470.6 million
47	ULTA BEAUTY INC	COM · 90384S303	LONG	3,276,408	$535.2 million
48	VALEANT PHARMACEUTICALS INTL	COM · 91911K102	LONG	7,461,780	$1.33 billion
49	VISA INC	COM CL A · 92826C839	LONG	9,769,463	$680.5 million
50	VULCAN MATLS CO	COM · 929160109	LONG	3,201,896	$285.6 million
51	WALGREENS BOOTS ALLIANCE INC	COM · 931427108	LONG	6,787,816	$564.1 million
52	WILLIAMS COS INC DEL	COM · 969457100	LONG	17,675,229	$651.3 million