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
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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
ALLERGAN PLC SHS G0177J108 1,340,150 5,000,000 SH   SOLE   5,000,000 0 0
ALPHABET INC CAP STK CL A 02079K305 534,030 700,000 SH   SOLE   700,000 0 0
AMGEN INC COM 031162100 449,790 3,000,000 SH   SOLE   3,000,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 218,155 1,750,000 SH   SOLE   1,750,000 0 0
APIGEE CORP COM 03765N108 26,314 3,166,551 SH   SOLE   3,166,551 0 0
BAXALTA INC COM 07177M103 242,400 6,000,000 SH   SOLE   6,000,000 0 0
BAXTER INTL INC COM 071813109 2,212,158 53,850,000 SH   SOLE   53,850,000 0 0
BROADCOM LTD SHS Y09827109 200,850 1,300,000 SH   SOLE   1,300,000 0 0
CHUBB LIMITED COM H1467J104 285,960 2,400,000 SH   SOLE   2,400,000 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 2,000 20,000,000 SH   SOLE   20,000,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 266,674 1,765,000 SH   SOLE   1,765,000 0 0
DANAHER CORP DEL COM 235851102 350,982 3,700,000 SH   SOLE   3,700,000 0 0
DOW CHEM CO COM 260543103 1,271,500 25,000,000 SH   SOLE   25,000,000 0 0
E M C CORP MASS COM 268648102 186,550 7,000,000 SH   SOLE   7,000,000 0 0
ENPHASE ENERGY INC COM 29355A107 14,560 6,248,987 SH   SOLE   6,248,987 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 1,082 35,000 SH   SOLE   35,000 0 0
GREEN BRICK PARTNERS INC COM 392709101 61,350 8,083,022 SH   SOLE   8,083,022 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 52,906 225,000 SH   SOLE   225,000 0 0
KRAFT HEINZ CO COM 500754106 39,280 500,000 SH   SOLE   500,000 0 0
LOWES COS INC COM 548661107 227,250 3,000,000 SH   SOLE   3,000,000 0 0
MOHAWK INDS INC COM 608190104 381,800 2,000,000 SH   SOLE   2,000,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 206,787 2,150,000 SH   SOLE   2,150,000 0 0
NOMAD HLDGS LTD USD ORD SHS G6564A105 105,282 11,685,000 SH   SOLE   11,685,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 246,740 1,350,000 SH   SOLE   1,350,000 0 0
SEALED AIR CORP NEW COM 81211K100 240,050 5,000,000 SH   SOLE   5,000,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 62,015 500,000 SH Call SOLE   500,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 124,030 1,000,000 SH   SOLE   1,000,000 0 0
SMUCKER J M CO COM NEW 832696405 100,626 775,000 SH   SOLE   775,000 0 0
SOTHEBYS COM 835898107 178,047 6,660,925 SH   SOLE   6,660,925 0 0
TARGA RES CORP COM 87612G101 53,748 1,800,000 SH   SOLE   1,800,000 0 0
TIME WARNER CABLE INC COM 88732J207 245,544 1,200,000 SH   SOLE   1,200,000 0 0
TRANSDIGM GROUP INC COM 893641100 220,340 1,000,000 SH   SOLE   1,000,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 40,426 1,450,000 SH   SOLE   1,450,000 0 0
VMWARE INC CL A COM 928563402 62,772 1,200,000 SH   SOLE   1,200,000 0 0
WILLIAMS COS INC DEL COM 969457100 32,140 2,000,000 SH   SOLE   2,000,000 0 0
YUM BRANDS INC COM 988498101 122,775 1,500,000 SH Call SOLE   1,500,000 0 0
YUM BRANDS INC COM 988498101 450,175 5,500,000 SH   SOLE   5,500,000 0 0