The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 79,827 1,650,000 SH   SOLE   1,650,000 0 0
ALTICE USA INC CL A 02156K103 90,160 4,000,000 SH   SOLE   4,000,000 0 0
AMAZON COM INC COM 023135106 137,941 50,000 SH   SOLE   50,000 0 0
AON PLC SHS CL A G0403H108 144,450 750,000 SH   SOLE   750,000 0 0
API GROUP CORP COM STK 00187Y100 72,900 6,000,000 SH   SOLE   6,000,000 0 0
API GROUP CORP CALL 00187Y100 121,500 10,000,000 SH   SOLE   10,000,000 0 0
APTIV PLC SHS G6095L109 46,752 600,000 SH   SOLE   600,000 0 0
AVANTOR INC CALL 05352A100 9,971 586,530 SH   SOLE   586,530 0 0
AVROBIO INC COM 05455M100 8,725 500,000 SH   SOLE   500,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 61,442 1,750,000 SH   SOLE   1,750,000 0 0
BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122108 8,900 2,500,000 SH   SOLE   2,500,000 0 0
CAESARS ENTMT CORP COM 127686103 9,014 225,000 SH   SOLE   225,000 0 0
COMCAST CORP NEW CL A 20030N101 68,215 1,750,000 SH   SOLE   1,750,000 0 0
CORELOGIC INC COM 21871D103 282,740 4,206,190 SH   SOLE   4,206,190 0 0
DANAHER CORPORATION COM 235851102 79,574 450,000 SH   SOLE   450,000 0 0
DARDEN RESTAURANTS INC COM 237194105 22,731 300,000 SH   SOLE   300,000 0 0
EQUIFAX INC COM 294429105 85,940 500,000 SH   SOLE   500,000 0 0
FACEBOOK INC CL A 30303M102 70,392 310,000 SH   SOLE   310,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 107,272 800,000 SH   SOLE   800,000 0 0
FISERV INC COM 337738108 107,382 1,100,000 SH   SOLE   1,100,000 0 0
FIVE BELOW INC COM 33829M101 29,400 275,000 SH   SOLE   275,000 0 0
GCI LIBERTY INC COM CLASS A 36164V305 37,694 530,000 SH   SOLE   530,000 0 0
GOGO INC NOTE 6.000% 5/1 38046CAD1 7,050 10,000,000 SH   SOLE   10,000,000 0 0
HUMANA INC COM 444859102 135,712 350,000 SH   SOLE   350,000 0 0
JETBLUE AWYS CORP COM 477143101 23,162 2,125,000 SH   SOLE   2,125,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 30,234 300,000 SH   SOLE   300,000 0 0
LINDE PLC SHS G5494J103 63,633 300,000 SH   SOLE   300,000 0 0
LYFT INC CL A COM 55087P104 16,505 500,000 SH   SOLE   500,000 0 0
MCKESSON CORP COM 58155Q103 84,381 550,000 SH   SOLE   550,000 0 0
MICRON TECHNOLOGY INC COM 595112103 30,912 600,000 SH   SOLE   600,000 0 0
MOODYS CORP COM 615369105 68,682 250,000 SH   SOLE   250,000 0 0
MYLAN NV SHS EURO N59465109 56,280 3,500,000 SH   SOLE   3,500,000 0 0
NMI HLDGS INC CL A 629209305 4,824 300,000 SH   SOLE   300,000 0 0
PAYPAL HLDGS INC COM 70450Y103 69,692 400,000 SH   SOLE   400,000 0 0
PROCTER AND GAMBLE CO COM 742718109 107,613 900,000 SH   SOLE   900,000 0 0
REALPAGE INC COM 75606N109 5,201 80,000 SH   SOLE   80,000 0 0
SALESFORCE COM INC COM 79466L302 62,756 335,000 SH   SOLE   335,000 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 17,845 500,000 SH   SOLE   500,000 0 0
SONY CORP SPONSORED ADR 835699307 6,913 100,000 SH   SOLE   100,000 0 0
SUN CMNTYS INC COM 866674104 67,840 500,000 SH   SOLE   500,000 0 0
T-MOBILE US INC COM 872590104 59,886 575,000 SH   SOLE   575,000 0 0
UNDER ARMOUR INC CL C 904311206 17,680 2,000,000 SH   SOLE   2,000,000 0 0
UNION PAC CORP COM 907818108 76,082 450,000 SH   SOLE   450,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 44,242 150,000 SH   SOLE   150,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 25,764 1,900,000 SH   SOLE   1,900,000 0 0
VISA INC COM CL A 92826C839 67,609 350,000 SH   SOLE   350,000 0 0
WELLTOWER INC COM 95040Q104 28,462 550,000 SH   SOLE   550,000 0 0
YUM BRANDS INC COM 988498101 30,853 355,000 SH   SOLE   355,000 0 0