The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 137,775 | 5,500,000 | SH | SOLE | 5,500,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 226,664 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 43,770 | 140,000 | SH | Put | SOLE | 140,000 | 0 | 0 | |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 208,320 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 29,558 | 62,000 | SH | Call | SOLE | 62,000 | 0 | 0 | |
| AT&T INC | COM | 00206R102 | 54,535 | 1,612,500 | SH | Call | SOLE | 1,612,500 | 0 | 0 | |
| AUTONATION INC | COM | 05329W102 | 114,774 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 47,330 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 5,819 | 37,500 | SH | Put | SOLE | 37,500 | 0 | 0 | |
| C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 | 211,438 | 3,550,000 | SH | SOLE | 3,550,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 188,664 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 184,356 | 5,400,000 | SH | SOLE | 5,400,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 35,506 | 1,040,000 | SH | Put | SOLE | 1,040,000 | 0 | 0 | |
| CISCO SYS INC | COM | 17275R102 | 32,218 | 1,375,000 | SH | Call | SOLE | 1,375,000 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 63,140 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| COTY INC | COM CL A | 222070203 | 56,584 | 3,490,700 | SH | SOLE | 3,490,700 | 0 | 0 | ||
| DISCOVERY COMMUNICATNS NEW | COM SER A | 25470F104 | 70,069 | 830,000 | SH | SOLE | 830,000 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 32,465 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 150,720 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 79,128 | 1,575,000 | SH | Put | SOLE | 1,575,000 | 0 | 0 | |
| GOOGLE INC | CL A | 38259P508 | 188,321 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 26,277 | 30,000 | SH | Put | SOLE | 30,000 | 0 | 0 | |
| HERBALIFE LTD | COM USD SHS | G4412G101 | 62,793 | 900,000 | SH | Put | SOLE | 900,000 | 0 | 0 | |
| HERBALIFE LTD | COM USD SHS | G4412G101 | 62,793 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 94,813 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 94,813 | 1,250,000 | SH | Put | SOLE | 1,250,000 | 0 | 0 | |
| IHS INC | CL A | 451734107 | 342,540 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 53,521 | 2,335,000 | SH | Call | SOLE | 2,335,000 | 0 | 0 | |
| INTUIT | COM | 461202103 | 66,310 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 181,032 | 2,400,000 | SH | SOLE | 2,400,000 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | 146,556 | 4,600,000 | SH | SOLE | 4,600,000 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 97,601 | 2,050,000 | SH | SOLE | 2,050,000 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 97,601 | 2,050,000 | SH | Put | SOLE | 2,050,000 | 0 | 0 | |
| MEAD JOHNSON NUTRITION CO | COM | 582839106 | 154,431 | 2,079,600 | SH | SOLE | 2,079,600 | 0 | 0 | ||
| NEUSTAR INC | CL A | 64126X201 | 9,896 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SEAWORLD ENTMT INC | COM | 81282V100 | 164,071 | 5,537,333 | SH | SOLE | 5,537,333 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 45,770 | 1,150,000 | SH | Call | SOLE | 1,150,000 | 0 | 0 | |
| SENSATA TECHNOLOGIES HLDG BV | SHS | N7902X106 | 325,295 | 8,500,000 | SH | SOLE | 8,500,000 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 28,215 | 835,000 | SH | SOLE | 835,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 63,844 | 380,000 | SH | Call | SOLE | 380,000 | 0 | 0 | |
| SPDR SERIES TRUST | S&P RETAIL ETF | 78464A714 | 49,211 | 600,000 | SH | Call | SOLE | 600,000 | 0 | 0 | |
| STARBUCKS CORP | COM | 855244109 | 69,273 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| TIM HORTONS INC | COM | 88706M103 | 399,147 | 6,881,852 | SH | SOLE | 6,881,852 | 0 | 0 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 27,422 | 587,500 | SH | Call | SOLE | 587,500 | 0 | 0 | |
| WHOLE FOODS MKT INC | COM | 966837106 | 74,424 | 1,272,200 | SH | SOLE | 1,272,200 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 19,854 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||