Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting CHARTER COMMUNICATIONS INC N,CHTR,cl a,Sell,16119P108,1357765000.0,4715772.0,7.086 CONSTELLATION BRANDS INC,STZ,cl a,Buy,21036P108,978166000.0,6380317.0,5.105 AMAZON COM INC,AMZN,, ,023135106,969378000.0,1292728.0,5.059 MICROSOFT CORP,MSFT,,Buy,594918104,945398000.0,15213996.0,4.934 ACTIVISION BLIZZARD INC,ATVI,,Buy,00507V109,745619000.0,20648534.0,3.892 ELECTRONIC ARTS INC,EA,,Buy,285512109,742091000.0,9422175.0,3.873 NIKE INC,NKE,cl b,Sell,654106103,731797000.0,14396950.0,3.819 DOLLAR TREE INC,DLTR,,Sell,256746108,719019000.0,9316134.0,3.753 EQUINIX INC,EQIX,,Buy,29444U700,683612000.0,1912684.0,3.568 FACEBOOK INC,FB,cl a,Sell,30303M102,682006000.0,5927908.0,3.559 ALIBABA GROUP HLDG LTD,BABA,sponsored ads,Buy,01609W102,669034000.0,7619109.0,3.492 FLEETCOR TECHNOLOGIES INC,FLT,,Sell,339041105,663564000.0,4688835.0,3.463 BROADCOM LTD,AVGO,,Buy,Y09827109,629914000.0,3563465.0,3.288 ADOBE SYS INC,ADBE,,Buy,00724F101,517591000.0,5027599.0,2.701 VISA INC,V,,Buy,92826C839,511146000.0,6551477.0,2.668 WILLIAMS COS INC DEL,WMB,,Buy,969457100,508452000.0,16327936.0,2.654 TRANSDIGM GROUP INC,TDG,,Sell,893641100,504988000.0,2028392.0,2.636 PAYPAL HLDGS INC,PYPL,,New,70450Y103,493348000.0,12499315.0,2.575 PNC FINL SVCS GROUP INC,PNC,,New,693475105,490781000.0,4196144.0,2.561 EXPEDIA INC DEL,EXPE,,Sell,30212P303,489090000.0,4317532.0,2.553 ALPHABET INC,GOOG,cap stk cl c,Sell,02079K107,484628000.0,627903.0,2.529 BANK AMER CORP,BAC,,New,060505104,478937000.0,21671362.0,2.5 VULCAN MATLS CO,VMC,,Sell,929160109,467812000.0,3738010.0,2.442 ULTA SALON COSMETCS & FRAG I,ULTA,,Sell,90384S303,458290000.0,1797638.0,2.392 PRICELINE GRP INC,PCLN,,Sell,741503403,446373000.0,304471.0,2.33 SHIRE PLC,SHPG,sponsored adr,Buy,82481R106,324456000.0,1904306.0,1.693 SYMANTEC CORP,SYMC,,New,871503108,317066000.0,13271908.0,1.655 LULULEMON ATHLETICA INC,LULU,,Sell,550021109,292728000.0,4504208.0,1.528 EBAY INC,EBAY,,Sell,278642103,285196000.0,9605806.0,1.488 GRUPO TELEVISA SA,TV,spon adr rep ord,Sell,40049J206,282706000.0,13533097.0,1.475 ENCANA CORP,ECA,,New,292505104,245230000.0,20888437.0,1.28 INTERCONTINENTAL EXCHANGE IN,ICE,,Buy,45866F104,238410000.0,4225637.0,1.244 ALIGN TECHNOLOGY INC,ALGN,,Buy,016255101,238069000.0,2476534.0,1.243 CHENIERE ENERGY INC,LNG,,Sell,16411R208,214870000.0,5186332.0,1.121 COMMSCOPE HLDG CO INC,COMM,, ,20337X109,141095000.0,3792871.0,0.736 RICE ENERGY INC,RICE,,New,762760106,79743000.0,3735035.0,0.416 HDFC BANK LTD,HDB,,Sell,40415F101,79627000.0,1312249.0,0.416 SEARS HLDGS CORP,SHLDQ,, ,812350106,32515000.0,3500000.0,0.17 BARCLAYS BK PLC,VXX,ipath s&p500 vix,New,06740Q252,12755000.0,500000.0,0.067 PROSHARES TR II,UVXY,ultra vix short, ,74347W254,4375000.0,100000.0,0.023 BARCLAYS BK PLC,VXX,ipath s&p500 vix, ,06740Q252,2551000.0,100000.0,0.013 HCA HOLDINGS INC,HCA,,Exit,40412C101,0.0,-1669543.0,-0.564 MOHAWK INDS INC,MHK,,Exit,608190104,0.0,-1176827.0,-1.053 KINDER MORGAN INC DEL,KMI,,Exit,49456B101,0.0,-12334772.0,-1.274 HILTON WORLDWIDE HLDGS INC,A104PS,,Exit,43300A104,0.0,-19597829.0,-2.006 YUM BRANDS INC,YUM,,Exit,988498101,0.0,-6265804.0,-2.541 MONSTER BEVERAGE CORP NEW,MNST,,Exit,61174X109,0.0,-4149493.0,-2.72