13F-HR filing

VALIDATED

Holdings period 2015-12-31 · Filed 2016-02-16 · Accession 0000902664-16-005864

#	Issuer	Class / CUSIP	Kind	Shares	Value
1	ACTIVISION BLIZZARD INC	COM · 00507V109	LONG	11,266,018	$436.1 million
2	ADOBE INC	COM · 00724F101	LONG	4,012,185	$376.9 million
3	ALPHABET INC	CAP STK CL A · 02079K305	LONG	404,297	$314.5 million
4	ALPHABET INC	CAP STK CL C · 02079K107	LONG	412,616	$313.1 million
5	AMAZON COM INC	COM · 023135106	LONG	2,207,252	$1.49 billion
6	AMERICAN EXPRESS CO	COM · 025816109	LONG	1,281	$89,000
7	AMERICAN EXPRESS CO	COM · 025816109	CALL	4,300,000	$299.1 million
8	ANHEUSER BUSCH INBEV SA/NV	SPONSORED ADR · 03524A108	LONG	1,487,392	$185.9 million
9	ARISTA NETWORKS	COM · 040413106	LONG	2,175,925	$169.4 million
10	AUTODESK INC	COM · 052769106	LONG	5,732,050	$349.3 million
11	BARCLAYS BK PLC	IPATH S&P500 VIX · 06742E711	PUT	3,000,000	$60.3 million
12	CHARTER COMMUNICATIONS INC D	CL A NEW · 16117M305	LONG	4,727,605	$865.6 million
13	CHENIERE ENERGY INC	COM NEW · 16411R208	LONG	12,591,775	$469.0 million
14	CONSTELLATION BRANDS INC	CL A · 21036P108	LONG	5,350,993	$762.2 million
15	CSX CORP	COM · 126408103	CALL	534,300	$13.9 million
16	DIAGEO P L C	SPON ADR NEW · 25243Q205	CALL	2,850,000	$310.9 million
17	DIAGEO P L C	SPON ADR NEW · 25243Q205	LONG	1,281	$140,000
18	DOLLAR TREE INC	COM · 256746108	LONG	13,194,122	$1.02 billion
19	ELECTRONIC ARTS INC	COM · 285512109	LONG	6,443,613	$442.8 million
20	EQUINIX INC	COM PAR $0.001 · 29444U700	LONG	2,110,509	$638.2 million
21	EXPRESS SCRIPTS HLDG CO	COM · 30219G108	LONG	3,193,180	$279.1 million
22	META PLATFORMS INC	CL A · 30303M102	LONG	9,785,312	$1.02 billion
23	FLEETCOR TECHNOLOGIES INC	COM · 339041105	LONG	6,434,203	$919.6 million
24	FIDELITY NATIONAL FINANCIAL	FNF GROUP COM · 31620R303	CALL	1,750,000	$60.7 million
25	HANESBRANDS INC	COM · 410345102	LONG	9,336,411	$274.8 million
26	HDFC BANK LTD	ADR REPS 3 SHS · 40415F101	LONG	5,878,093	$362.1 million
27	HORIZON PHARMA PLC	SHS · G4617B105	LONG	15,600,988	$338.1 million
28	ILLUMINA INC	COM · 452327109	LONG	3,609,835	$692.9 million
29	JD.COM INC	SPON ADR CL A · 47215P106	LONG	26,995,511	$871.0 million
30	LULULEMON ATHLETICA INC	COM · 550021109	LONG	6,348,148	$333.1 million
31	MASTERCARD INCORPORATED	CL A · 57636Q104	LONG	6,150,587	$598.8 million
32	MICROSOFT CORP	COM · 594918104	LONG	27,262,024	$1.51 billion
33	MOHAWK INDS INC	COM · 608190104	LONG	1,886,750	$357.3 million
34	Molson Coors Brewing Co - B	CL B · 60871R209	LONG	2,354,601	$221.1 million
35	NIKE INC	CL B · 654106103	LONG	11,496,188	$718.5 million
36	NORTHROP GRUMMAN CORP	COM · 666807102	LONG	2,132,094	$402.6 million
37	PIONEER NAT RES CO	COM · 723787107	LONG	2,395,261	$300.3 million
38	PRICELINE GRP INC	COM NEW · 741503403	LONG	834,421	$1.06 billion
39	PROSHARES TR II	ULT VIX SHRT · 74347W312	PUT	6,000,000	$170.1 million
40	SEARS HLDGS CORP	COM · 812350106	PUT	2,010,000	$41.3 million
41	TRANSDIGM GROUP INC	COM · 893641100	LONG	2,171,359	$496.0 million
42	ULTA BEAUTY INC	COM · 90384S303	LONG	3,576,964	$661.7 million
43	VALEANT PHARMACEUTICALS INTL	COM · 91911K102	LONG	5,829,079	$592.5 million
44	VISA INC	COM CL A · 92826C839	LONG	12,769,259	$990.3 million
45	VULCAN MATLS CO	COM · 929160109	LONG	2,902,347	$275.6 million
46	WALGREENS BOOTS ALLIANCE INC	COM · 931427108	LONG	6,787,816	$578.0 million
47	WILLIAMS COS INC DEL	COM · 969457100	LONG	28,940,290	$743.8 million