Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting BAXTER INTL INC,BAX,, ,071813109,2658240000.0,36000000.0,18.522 NXP SEMICONDUCTORS N V,NXPI,,New,N6596X109,1174652000.0,10750000.0,8.185 UNITED TECHNOLOGIES CORP,UTX,,Buy,913017109,950228000.0,7600000.0,6.621 DOWDUPONT INC,DWDP,,Buy,26078J100,942656000.0,14300000.0,6.568 PAYPAL HLDGS INC,PYPL,,New,70450Y103,832700000.0,10000000.0,5.802 NETFLIX INC,NFLX,, ,64110L106,782860000.0,2000000.0,5.455 ALIBABA GROUP HLDG LTD,BABA,sponsored ads, ,01609W102,742120000.0,4000000.0,5.171 FACEBOOK INC,FB,cl a,Sell,30303M102,582960000.0,3000000.0,4.062 CONSTELLATION BRANDS INC,STZ,cl a,Sell,21036P108,437740000.0,2000000.0,3.05 SOTHEBYS,BID,, ,835898107,361992000.0,6661604.0,2.522 VULCAN MATLS CO,VMC,,Sell,929160109,354915000.0,2750000.0,2.473 BLACKROCK INC,BLK,,Sell,09247X101,324376000.0,650000.0,2.26 DANAHER CORP DEL,DHR,, ,235851102,320710000.0,3250000.0,2.235 LENNAR CORP,LEN,cl a,Sell,526057104,315000000.0,6000000.0,2.195 DOVER CORP,DOV,,Buy,260003108,292800000.0,4000000.0,2.04 S&P GLOBAL INC,SPGI,,Sell,78409V104,265057000.0,1300000.0,1.847 WYNN RESORTS LTD,WYNN,,Sell,983134107,255194000.0,1525000.0,1.778 WORLDPAY INC,WP,cl a,Sell,981558109,237162000.0,2900000.0,1.653 ELECTRONIC ARTS INC,EA,,Buy,285512109,232683000.0,1650000.0,1.621 VISA INC,V,,New,92826C839,225165000.0,1700000.0,1.569 CAMPBELL SOUP CO,CPB,,New,134429109,224997000.0,5550000.0,1.568 SHERWIN WILLIAMS CO,SHW,,Sell,824348106,224164000.0,550000.0,1.562 MICROSOFT CORP,MSFT,,Buy,594918104,221872000.0,2250000.0,1.546 MARATHON PETE CORP,MPC,,Buy,56585A102,217496000.0,3100000.0,1.515 ADOBE SYS INC,ADBE,,Buy,00724F101,170667000.0,700000.0,1.189 DELL TECHNOLOGIES INC,DVMT,,New,24703L103,169160000.0,2000000.0,1.179 DEERE & CO,DE,,New,244199105,153780000.0,1100000.0,1.072 FAR PT ACQUISITION CORP,FPAC,cl a founders sh,New,30734W109,153002000.0,15692500.0,1.066 ENERGEN CORP,EGN,,New,29265N108,98307000.0,1350000.0,0.685 PVH CORP,PVH,,New,693656100,93575000.0,625000.0,0.652 ISHARES TR,FXI,china lg-cap etf,New,464287184,85940000.0,2000000.0,0.599 SALESFORCE COM INC,CRM,,Buy,79466L302,85250000.0,625000.0,0.594 CAMPING WORLD HLDGS INC,CWH,cl a,New,13462K109,70568000.0,2825000.0,0.492 FAR PT ACQUISITION CORP,FPACU,unit 06/01/2025,New,30734W208,40760000.0,4000000.0,0.284 KADMON HLDGS INC,KDMN,, ,48283N106,37537000.0,9407745.0,0.262 AGILENT TECHNOLOGIES INC,A,,New,00846U101,9276000.0,150000.0,0.065 ISHARES TR,SHY,1 3 yr treas bd,Buy,464287457,3347000.0,40142.0,0.023 BRASKEM S A,BAK,sp adr pfd a,New,105532105,2600000.0,100000.0,0.018 MONSANTO CO NEW,MON,,Exit,61166W101,0.0,-200000.0,-0.175 MERCADOLIBRE INC,MELI,,Exit,58733R102,0.0,-100000.0,-0.268 NEXA RES S A,NEXA,,Exit,L67359106,0.0,-2164000.0,-0.285 PBF ENERGY INC,PBF,cl a,Exit,69318G106,0.0,-1250000.0,-0.318 GRUPO SUPERVIELLE S A,SUPV,sponsored adr,Exit,40054A108,0.0,-1470000.0,-0.335 BLACK KNIGHT INC,BKI,,Exit,09215C105,0.0,-1250000.0,-0.442 PAMPA ENERGIA S A,PAM,spons adr lvl i,Exit,697660207,0.0,-1100000.0,-0.492 GREEN BRICK PARTNERS INC,GRBK,,Exit,392709101,0.0,-8083022.0,-0.662 MONSANTO CO NEW,MON,,Exit,61166W101,0.0,-1000000.0,-0.876 GRUPO FINANCIERO GALICIA S A,GGAL,sp adr 10 sh b,Exit,399909100,0.0,-1790000.0,-0.884 ANTHEM INC,ANTM,,Exit,036752103,0.0,-785000.0,-1.295 PAGSEGURO DIGITAL LTD,PAGS,,Exit,G68707101,0.0,-4550000.0,-1.309 MOHAWK INDS INC,MHK,,Exit,608190104,0.0,-835000.0,-1.456 INTERCONTINENTAL EXCHANGE IN,ICE,,Exit,45866F104,0.0,-5000000.0,-2.722 TIME WARNER INC,TWX,,Exit,887317303,0.0,-6000000.0,-4.261 ALPHABET INC,GOOGL,cap stk cl a,Exit,02079K305,0.0,-575000.0,-4.478