The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ADAPTIVE BIOTECHNOLOGIES COR | COM | 00650F109 | 209,918 | 5,113,085 | SH | SOLE | 5,113,085 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 145,923 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 146,100 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | ||
| AMERICOLD RLTY TR | COM | 03064D108 | 113,470 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 131,349 | 1,625,000 | SH | SOLE | 1,625,000 | 0 | 0 | ||
| AVANTOR INC | COM | 05352A100 | 195,672 | 10,250,000 | SH | SOLE | 10,250,000 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 119,080 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| BECTON DICKINSON & CO | COM | 075887109 | 75,603 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 145,604 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 204,155 | 4,750,000 | SH | SOLE | 4,750,000 | 0 | 0 | ||
| CBOE GLOBAL MARKETS INC | COM | 12503M108 | 155,445 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 118,554 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| DANAHER CORPORATION | COM | 235851102 | 117,909 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 139,640 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| DISNEY WALT CO | CALL | 254687106 | 139,640 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| EDISON INTL | COM | 281020107 | 57,298 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| EMERSON ELEC CO | COM | 291011104 | 86,736 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| EQUIFAX INC | COM | 294429105 | 114,954 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 260,550 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| FACEBOOK INC | CALL | 30303M102 | 9,650 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 30,670 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | CALL | 31620M106 | 122,680 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 264,474 | 9,770,000 | SH | SOLE | 9,770,000 | 0 | 0 | ||
| FISERV INC | CALL | 337738108 | 45,580 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 21,511 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 30,224 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 38,831 | 1,027,000 | SH | SOLE | 1,027,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 48,728 | 1,283,000 | SH | SOLE | 1,283,000 | 0 | 0 | ||
| LINDE PLC | SHS | G5494J103 | 100,400 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 131,825 | 2,111,758 | SH | SOLE | 2,111,758 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 119,350 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | 167,700 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 203,760 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 37,027 | 1,615,500 | SH | SOLE | 1,615,500 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 80,784 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 76,070 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| SAGE THERAPEUTICS INC | COM | 78667J108 | 27,464 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 19,754 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| SAREPTA THERAPEUTICS INC | CALL | 803607100 | 15,195 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 99,660 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 91,658 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 106,359 | 363,000 | SH | SOLE | 363,000 | 0 | 0 | ||
| TARGA RES CORP | COM | 87612G101 | 25,519 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| TRADEWEB MKTS INC | CL A | 892672106 | 40,612 | 927,000 | SH | SOLE | 927,000 | 0 | 0 | ||
| UNIQURE NV | SHS | N90064101 | 37,121 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 82,521 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| VICI PPTYS INC | COM | 925652109 | 220,400 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 173,550 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| WASTE MGMT INC DEL | COM | 94106L109 | 79,028 | 685,000 | SH | SOLE | 685,000 | 0 | 0 | ||
| WORLDPAY INC | CL A | 981558109 | 218,139 | 1,780,000 | SH | SOLE | 1,780,000 | 0 | 0 | ||