Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting ALIBABA GROUP HLDG LTD,BABA,sponsored ads,Sell,01609W102,1522440000.0,8815009.0,7.403 CONSTELLATION BRANDS INC,STZ,cl a,Buy,21036P108,1411325000.0,7076082.0,6.863 CHARTER COMMUNICATIONS INC N,CHTR,cl a,Sell,16119P108,1330354000.0,3660652.0,6.469 ACTIVISION BLIZZARD INC,ATVI,,Sell,00507V109,1279844000.0,19839465.0,6.223 COMCAST CORP NEW,CMCSA,cl a,Buy,20030N101,1254278000.0,32595590.0,6.099 BROADCOM LTD,AVGO,,Sell,Y09827109,1234616000.0,5090360.0,6.003 QUINTILES IMS HOLDINGS INC,Q,, ,74876Y101,956003000.0,10055780.0,4.649 UNITEDHEALTH GROUP INC,UNH,,Buy,91324P102,862274000.0,4402726.0,4.193 FACEBOOK INC,FB,cl a,Sell,30303M102,859862000.0,5032256.0,4.181 MICROSOFT CORP,MSFT,,Buy,594918104,843960000.0,11329847.0,4.104 PRICELINE GRP INC,PCLN,,New,741503403,745893000.0,407409.0,3.627 EXPEDIA INC DEL,EXPE,,Buy,30212P303,670187000.0,4656018.0,3.259 MASTERCARD INCORPORATED,MA,cl a,Sell,57636Q104,633617000.0,4487369.0,3.081 SERVICENOW INC,NOW,,Buy,81762P102,619574000.0,5271621.0,3.013 INTERCONTINENTAL EXCHANGE IN,ICE,,Buy,45866F104,601102000.0,8749665.0,2.923 ADOBE SYS INC,ADBE,, ,00724F101,586560000.0,3931896.0,2.852 SALESFORCE COM INC,CRM,,Buy,79466L302,585819000.0,6270806.0,2.849 TRANSUNION,TRU,,Buy,89400J107,583460000.0,12345757.0,2.837 EQUINIX INC,EQIX,, ,29444U700,568431000.0,1273652.0,2.764 GRUPO TELEVISA SA,TV,spon adr rep ord,Buy,40049J206,514208000.0,20843467.0,2.5 ELECTRONIC ARTS INC,EA,,New,285512109,499878000.0,4234102.0,2.431 PAYPAL HLDGS INC,PYPL,,New,70450Y103,429848000.0,6713230.0,2.09 MERCADOLIBRE INC,MELI,,New,58733R102,422192000.0,1630524.0,2.053 WYNN RESORTS LTD,WYNN,,New,983134107,399125000.0,2680127.0,1.941 T MOBILE US INC,TMUS,,Sell,872590104,281267000.0,4561573.0,1.368 CHARTER COMMUNICATIONS INC N,CHTR,cl a,New,16119P108,254394000.0,700000.0,1.237 ADVANCE AUTO PARTS INC,AAP,,Buy,00751Y106,234005000.0,2358917.0,1.138 VANTIV INC,VNTV,cl a,New,92210H105,161478000.0,2291437.0,0.785 FLEETCOR TECHNOLOGIES INC,FLT,,Sell,339041105,124045000.0,801482.0,0.603 ANHEUSER BUSCH INBEV SA/NV,BUD,sponsored adr,New,03524A108,85365000.0,715551.0,0.415 BARCLAYS BK PLC,VXX,ipath s&p500 vix,New,06746L422,9798000.0,250000.0,0.048 BARCLAYS BK PLC,VXX,ipath s&p500 vix,Exit,06740Q252,0.0,-1000000.0,-0.065 LIBERTY MEDIA CORP DELAWARE,FWONK,,Exit,531229854,0.0,-2919817.0,-0.544 ALBEMARLE CORP,ALB,,Exit,012653101,0.0,-1158452.0,-0.621 SNAP INC,SNAP,cl a,Exit,83304A106,0.0,-7599408.0,-0.663 CHENIERE ENERGY INC,LNG,,Exit,16411R208,0.0,-5186332.0,-1.284 ALTICE USA INC,ATUS,cl a,Exit,02156K103,0.0,-8395511.0,-1.378 ARISTA NETWORKS INC,ANET,,Exit,040413106,0.0,-1845638.0,-1.405 ULTA BEAUTY INC,ULTA,,Exit,90384S303,0.0,-1438673.0,-2.101 CSX CORP,CSX,,Exit,126408103,0.0,-10314868.0,-2.861 SYMANTEC CORP,SYMC,,Exit,871503108,0.0,-21085032.0,-3.028 O REILLY AUTOMOTIVE INC NEW,ORLY,,Exit,67103H107,0.0,-2841170.0,-3.159