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
ADOBE SYS INC COM 00724F101 170,667 700,000 SH   SOLE   700,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 9,276 150,000 SH   SOLE   150,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 742,120 4,000,000 SH   SOLE   4,000,000 0 0
BAXTER INTL INC COM 071813109 2,658,240 36,000,000 SH   SOLE   36,000,000 0 0
BLACKROCK INC COM 09247X101 324,376 650,000 SH   SOLE   650,000 0 0
BRASKEM S A SP ADR PFD A 105532105 2,600 100,000 SH   SOLE   100,000 0 0
CAMPBELL SOUP CO COM 134429109 224,997 5,550,000 SH   SOLE   5,550,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 70,568 2,825,000 SH   SOLE   2,825,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 437,740 2,000,000 SH   SOLE   2,000,000 0 0
DANAHER CORP DEL COM 235851102 320,710 3,250,000 SH   SOLE   3,250,000 0 0
DEERE & CO COM 244199105 153,780 1,100,000 SH   SOLE   1,100,000 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 169,160 2,000,000 SH   SOLE   2,000,000 0 0
DOVER CORP COM 260003108 292,800 4,000,000 SH   SOLE   4,000,000 0 0
DOWDUPONT INC COM 26078J100 942,656 14,300,000 SH   SOLE   14,300,000 0 0
ELECTRONIC ARTS INC COM 285512109 232,683 1,650,000 SH   SOLE   1,650,000 0 0
ENERGEN CORP COM 29265N108 98,307 1,350,000 SH   SOLE   1,350,000 0 0
FACEBOOK INC CL A 30303M102 582,960 3,000,000 SH   SOLE   3,000,000 0 0
FAR PT ACQUISITION CORP CL A FOUNDERS SH 30734W109 153,002 15,692,500 SH   SOLE   15,692,500 0 0
FAR PT ACQUISITION CORP UNIT 06/01/2025 30734W208 40,760 4,000,000 SH   SOLE   4,000,000 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 3,347 40,142 SH   SOLE   40,142 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 85,940 2,000,000 SH Call SOLE   2,000,000 0 0
KADMON HLDGS INC COM 48283N106 37,537 9,407,745 SH   SOLE   9,407,745 0 0
LENNAR CORP CL A 526057104 315,000 6,000,000 SH   SOLE   6,000,000 0 0
MARATHON PETE CORP COM 56585A102 217,496 3,100,000 SH   SOLE   3,100,000 0 0
MICROSOFT CORP COM 594918104 221,872 2,250,000 SH   SOLE   2,250,000 0 0
NETFLIX INC COM 64110L106 782,860 2,000,000 SH   SOLE   2,000,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,174,652 10,750,000 SH   SOLE   10,750,000 0 0
PAYPAL HLDGS INC COM 70450Y103 832,700 10,000,000 SH   SOLE   10,000,000 0 0
PVH CORP COM 693656100 93,575 625,000 SH   SOLE   625,000 0 0
S&P GLOBAL INC COM 78409V104 265,057 1,300,000 SH   SOLE   1,300,000 0 0
SALESFORCE COM INC COM 79466L302 85,250 625,000 SH   SOLE   625,000 0 0
SHERWIN WILLIAMS CO COM 824348106 224,164 550,000 SH   SOLE   550,000 0 0
SOTHEBYS COM 835898107 361,992 6,661,604 SH   SOLE   6,661,604 0 0
UNITED TECHNOLOGIES CORP COM 913017109 950,228 7,600,000 SH   SOLE   7,600,000 0 0
VISA INC COM CL A 92826C839 225,165 1,700,000 SH   SOLE   1,700,000 0 0
VULCAN MATLS CO COM 929160109 354,915 2,750,000 SH   SOLE   2,750,000 0 0
WORLDPAY INC CL A 981558109 237,162 2,900,000 SH   SOLE   2,900,000 0 0
WYNN RESORTS LTD COM 983134107 255,194 1,525,000 SH   SOLE   1,525,000 0 0