The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
ACTAVIS PLC | SHS | G0083B108 | 505,954 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 118,417 | 2,850,000 | SH | SOLE | 2,850,000 | 0 | 0 | ||
AGILENT TECHNOLOGIES INC | CALL | 00846U101 | 20,775 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 408,395 | 2,699,600 | SH | SOLE | 2,699,600 | 0 | 0 | ||
ALERE INC | COM | 01449J105 | 151,590 | 3,100,000 | SH | SOLE | 3,100,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 91,564 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 53,785 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
ALLY FINL INC | COM | 02005N100 | 209,800 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 197,715 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | ||
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 243,820 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
ARAMARK | COM | 03852U106 | 221,410 | 7,000,000 | SH | SOLE | 7,000,000 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 119,830 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
BALL CORP | COM | 058498106 | 229,580 | 3,250,000 | SH | SOLE | 3,250,000 | 0 | 0 | ||
BELLEROPHON THERAPEUTICS INC | COM | 078771102 | 4,119 | 448,679 | SH | SOLE | 448,679 | 0 | 0 | ||
BLOCK H & R INC | COM | 093671105 | 112,245 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
BROOKDALE SR LIVING INC | COM | 112463104 | 320,960 | 8,500,000 | SH | SOLE | 8,500,000 | 0 | 0 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 90,356 | 4,900,000 | SH | SOLE | 4,900,000 | 0 | 0 | ||
CALIFORNIA RES CORP | COM | 13057Q107 | 76,100 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 135,177 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 352,170 | 4,550,000 | SH | SOLE | 4,550,000 | 0 | 0 | ||
COCA COLA ENTERPRISES INC NE | COM | 19122T109 | 132,600 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 451,760 | 8,000,000 | SH | SOLE | 8,000,000 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 180,126 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
DANAHER CORP DEL | COM | 235851102 | 233,475 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | ||
DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 271,148 | 3,400,400 | SH | SOLE | 3,400,400 | 0 | 0 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 333,828 | 7,425,000 | SH | SOLE | 7,425,000 | 0 | 0 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 226,140 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 13,800 | 414,662 | SH | SOLE | 414,662 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 138,675 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 98,870 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 23,556 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
HUBBELL INC | CL B | 443510201 | 120,582 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
HUBBELL INC | CL A | 443510102 | 1,894 | 17,894 | SH | SOLE | 17,894 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 133,515 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 67,676 | 1,003,047 | SH | SOLE | 1,003,047 | 0 | 0 | ||
ICICI BK LTD | ADR | 45104G104 | 20,720 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
JARDEN CORP | COM | 471109108 | 198,375 | 3,750,000 | SH | SOLE | 3,750,000 | 0 | 0 | ||
KRAFT FOODS GROUP INC | COM | 50076Q106 | 130,672 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 174,335 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
MACQUARIE INFRASTR CO LLC | MEMBERSHIP INT | 55608B105 | 267,442 | 3,250,000 | SH | SOLE | 3,250,000 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 198,697 | 2,300,000 | SH | SOLE | 2,300,000 | 0 | 0 | ||
MEDTRONIC PLC | SHS | G5960L103 | 343,156 | 4,400,000 | SH | SOLE | 4,400,000 | 0 | 0 | ||
MGIC INVT CORP WIS | COM | 552848103 | 138,768 | 14,409,940 | SH | SOLE | 14,409,940 | 0 | 0 | ||
MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 90,364 | 2,150,000 | SH | SOLE | 2,150,000 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 130,025 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
MOLSON COORS BREWING CO | CL B | 60871R209 | 74,450 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 154,245 | 1,536,921 | SH | SOLE | 1,536,921 | 0 | 0 | ||
PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 123,205 | 20,500,000 | SH | SOLE | 20,500,000 | 0 | 0 | ||
RADIAN GROUP INC | COM | 750236101 | 205,677 | 12,250,000 | SH | SOLE | 12,250,000 | 0 | 0 | ||
REALOGY HLDGS CORP | COM | 75605Y106 | 204,660 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 28,998 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
SHIRE PLC | SPONSORED ADR | 82481R106 | 83,752 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
SMITH & NEPHEW PLC | SPDN ADR NEW | 83175M205 | 25,457 | 745,000 | SH | SOLE | 745,000 | 0 | 0 | ||
SMUCKER J M CO | COM NEW | 832696405 | 237,246 | 2,050,000 | SH | SOLE | 2,050,000 | 0 | 0 | ||
STARWOOD HOTELS&RESORTS WRLD | COM | 85590A401 | 471,775 | 5,650,000 | SH | SOLE | 5,650,000 | 0 | 0 | ||
TRADE STR RESIDENTIAL INC | COM NEW | 89255N203 | 66,703 | 9,316,055 | SH | SOLE | 9,316,055 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 321,480 | 9,500,000 | SH | SOLE | 9,500,000 | 0 | 0 | ||
UNITED CONTL HLDGS INC | COM | 910047109 | 149,631 | 2,225,000 | SH | SOLE | 2,225,000 | 0 | 0 | ||
WHITING PETE CORP NEW | COM | 966387102 | 208,575 | 6,750,000 | SH | SOLE | 6,750,000 | 0 | 0 | ||
WILLIAMS COS INC DEL | CALL | 969457100 | 101,180 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
YUM BRANDS INC | COM | 988498101 | 177,120 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 |