Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting ALIBABA GROUP HLDG LTD,BABA,sponsored ads,Buy,01609W102,1643852000.0,11666798.0,8.356 CHARTER COMMUNICATIONS INC N,CHTR,cl a,Sell,16119P108,1466588000.0,4353832.0,7.455 CONSTELLATION BRANDS INC,STZ,cl a,Sell,21036P108,1274119000.0,6576776.0,6.476 ACTIVISION BLIZZARD INC,ATVI,,Sell,00507V109,1239779000.0,21535165.0,6.302 BROADCOM LTD,AVGO,, ,Y09827109,1239731000.0,5319591.0,6.302 FLEETCOR TECHNOLOGIES INC,FLT,,Buy,339041105,945369000.0,6555504.0,4.805 FACEBOOK INC,FB,cl a,Buy,30303M102,931252000.0,6168049.0,4.734 QUINTILES IMS HOLDINGS INC,Q,,Buy,74876Y101,899992000.0,10055780.0,4.575 COMCAST CORP NEW,CMCSA,cl a,Buy,20030N101,795462000.0,20438394.0,4.043 EXPEDIA INC DEL,EXPE,,Buy,30212P303,673792000.0,4523614.0,3.425 MICROSOFT CORP,MSFT,,New,594918104,667776000.0,9687742.0,3.394 O REILLY AUTOMOTIVE INC NEW,ORLY,,New,67103H107,621478000.0,2841170.0,3.159 SYMANTEC CORP,SYMC,,Sell,871503108,595652000.0,21085032.0,3.028 MASTERCARD INCORPORATED,MA,cl a,New,57636Q104,563694000.0,4641369.0,2.865 CSX CORP,CSX,,Sell,126408103,562779000.0,10314868.0,2.861 ADOBE SYS INC,ADBE,,Sell,00724F101,556127000.0,3931896.0,2.827 EQUINIX INC,EQIX,,Sell,29444U700,546600000.0,1273652.0,2.778 GRUPO TELEVISA SA,TV,spon adr rep ord,Buy,40049J206,500447000.0,20535367.0,2.544 T MOBILE US INC,TMUS,,Buy,872590104,431828000.0,7123517.0,2.195 INTERCONTINENTAL EXCHANGE IN,ICE,,New,45866F104,419047000.0,6356905.0,2.13 ULTA BEAUTY INC,ULTA,,Sell,90384S303,413388000.0,1438673.0,2.101 TRANSUNION,TRU,,New,89400J107,385678000.0,8905062.0,1.96 SERVICENOW INC,NOW,,New,81762P102,341420000.0,3220940.0,1.735 UNITEDHEALTH GROUP INC,UNH,,New,91324P102,316207000.0,1705353.0,1.607 ARISTA NETWORKS INC,ANET,,Buy,040413106,276458000.0,1845638.0,1.405 ALTICE USA INC,ATUS,cl a,New,02156K103,271175000.0,8395511.0,1.378 CHENIERE ENERGY INC,LNG,, ,16411R208,252626000.0,5186332.0,1.284 ADVANCE AUTO PARTS INC,AAP,,New,00751Y106,238876000.0,2048852.0,1.214 SALESFORCE COM INC,CRM,,New,79466L302,229354000.0,2648428.0,1.166 SNAP INC,SNAP,cl a,Buy,83304A106,130487000.0,7599408.0,0.663 ALBEMARLE CORP,ALB,,Sell,012653101,122263000.0,1158452.0,0.621 LIBERTY MEDIA CORP DELAWARE,FWONK,,New,531229854,106924000.0,2919817.0,0.544 BARCLAYS BK PLC,VXX,ipath s&p500 vix,Buy,06740Q252,12760000.0,1000000.0,0.065 HDFC BANK LTD,HDB,,Exit,40415F101,0.0,-1312249.0,-0.519 HUMANA INC,HUM,,Exit,444859102,0.0,-1184119.0,-1.284 ENCANA CORP,ECA,,Exit,292505104,0.0,-23465824.0,-1.445 ALIGN TECHNOLOGY INC,ALGN,,Exit,016255101,0.0,-2476534.0,-1.494 SHIRE PLC,SHPG,sponsored adr,Exit,82481R106,0.0,-1714306.0,-1.571 COMMSCOPE HLDG CO INC,COMM,,Exit,20337X109,0.0,-7427085.0,-1.629 RICE ENERGY INC,RICE,,Exit,762760106,0.0,-13704768.0,-1.708 DOLLAR TREE INC,DLTR,,Exit,256746108,0.0,-6544364.0,-2.701 PRICELINE GRP INC,PCLN,,Exit,741503403,0.0,-297090.0,-2.782 VISA INC,V,,Exit,92826C839,0.0,-6165815.0,-2.882 ELECTRONIC ARTS INC,EA,,Exit,285512109,0.0,-7779975.0,-3.663 NIKE INC,NKE,cl b,Exit,654106103,0.0,-19159688.0,-5.616