Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
—	CBS CORP NEW	2,948,111	$169M	8.9%	$57.45	$53.84	—	CL B	124857202
—	REALOGY HLDGS CORP	6,615,535	$137M	7.2%	$20.64	$27.54	—	COM	75605Y106
SPOT	SPOTIFY TECHNOLOGY S A	673,740	$122M	6.4%	$180.83	$165.52	+10.8%	SHS	L8681T102
AMZN	AMAZON COM INC	55,814	$112M	5.9%	$2002.99 *	$66.55	+41.3%	COM	023135106
TDG	TRANSDIGM GROUP INC	228,157	$84.94M	4.5%	$372.30 *	$159.94	+67.1%	COM	893641100
PYPL	PAYPAL HLDGS INC	943,889	$82.91M	4.4%	$87.84	$81.16	+8.3%	COM	70450Y103
PANW	PALO ALTO NETWORKS INC	360,356	$81.17M	4.3%	$225.26 *	$22.96	+58.6%	COM	697435105
—	TWITTER INC	2,680,327	$76.28M	4.0%	$28.46	$37.89	—	COM	90184L102
—	LINE CORP	1,678,005	$70.69M	3.7%	$42.13	$42.30	—	SPONSORED ADR	53567X101
PGR	PROGRESSIVE CORP OHIO	886,482	$62.98M	3.3%	$71.04 *	$44.72	+13.5%	COM	743315103
PG	PROCTER AND GAMBLE CO	722,779	$60.16M	3.2%	$83.23 *	$68.45	-1.0%	COM	742718109
MDLZ	MONDELEZ INTL INC	1,377,829	$59.19M	3.1%	$42.96 *	$35.21	+1.1%	CL A	609207105
—	HORTONWORKS INC	2,327,665	$53.09M	2.8%	$22.81	$20.26	—	COM	440894103
MLCO	MELCO RESORT ENTERTAINMENT L	2,372,724	$50.18M	2.6%	$21.15	$21.44	—	ADR	585464100
WH	WYNDHAM HOTELS & RESORTS INC	882,400	$49.03M	2.6%	$55.57 *	$60.71	-5.7%	COM	98311A105
—	REALOGY HLDGS CORP	2,326,400	$48.02M	2.5%	$20.64	$27.54	—	Call	75605Y106
—	RED HAT INC	352,122	$47.99M	2.5%	$136.28	$91.64	—	COM	756577102
PFE	PFIZER INC	1,052,193	$46.37M	2.4%	$44.07 *	$27.65	0.0%	COM	717081103
—	TRIBUNE MEDIA CO	1,165,669	$44.8M	2.4%	$38.43	$38.43	—	CL A	896047503
—	CIGNA CORPORATION	213,236	$44.41M	2.3%	$208.25	$150.07	—	COM	125509109
—	WYNDHAM DESTINATIONS INC	950,654	$41.22M	2.2%	$43.36	$78.88	—	COM	98310W108
PAGS	PAGSEGURO DIGITAL LTD	1,320,312	$36.53M	1.9%	$27.67	$27.20	0.0%	COM CL A	G68707101
—	PROOFPOINT INC	340,548	$36.21M	1.9%	$106.33	$106.33	—	COM	743424103
UHS	UNIVERSAL HLTH SVCS INC	273,073	$34.91M	1.8%	$127.84 *	$113.40	+4.7%	CL B	913903100
PG	PROCTER AND GAMBLE CO	404,600	$33.67M	1.8%	$83.23 *	$68.45	-1.0%	Call	742718109
FIVN	FIVE9 INC	748,338	$32.7M	1.7%	$43.69 *	$22.85	+80.5%	COM	338307101
QSR	RESTAURANT BRANDS INTL INC	550,463	$32.63M	1.7%	$59.28 *	$60.15	+1.2%	COM	76131D103
—	SKECHERS U S A INC	807,744	$22.56M	1.2%	$27.93	$27.93	—	CL A	830566105
TGT	TARGET CORP	240,121	$21.18M	1.1%	$88.21 *	$63.65	+6.8%	COM	87612E106
KMI	KINDER MORGAN INC DEL	1,190,315	$21.1M	1.1%	$17.73 *	$10.96	+6.7%	COM	49456B101
JD	JD COM INC	682,900	$17.82M	0.9%	$26.09	$26.90	—	Call	47215P106
SBUX	STARBUCKS CORP	224,273	$12.75M	0.7%	$56.84 *	$46.39	-2.8%	COM	855244109
XLK	SELECT SECTOR SPDR TR	131,100	$9.876M	0.5%	$75.33	—	—	Put	81369Y803
XLY	SELECT SECTOR SPDR TR	81,200	$9.518M	0.5%	$117.22	—	—	Put	81369Y407
SPY	SPDR S&P 500 ETF TR	26,200	$7.617M	0.4%	$290.73	—	—	Put	78462F103
AAPL	APPLE INC	28,500	$6.434M	0.3%	$225.75	—	—	Put	037833100
XLF	SELECT SECTOR SPDR TR	231,200	$6.376M	0.3%	$27.58	—	—	Put	81369Y605
MLCO	MELCO RESORT ENTERTAINMENT L	300,000	$6.345M	0.3%	$21.15	$21.44	—	Call	585464100
—	TIM PARTICIPACOES S A	214,467	$3.108M	0.2%	$14.49	$11.90	—	SPONSORED ADR	88706P205
ULTA	ULTA BEAUTY INC	10,731	$3.027M	0.2%	$282.08 *	$232.45	+9.7%	COM	90384S303
BUD	ANHEUSER BUSCH INBEV SA/NV	27,924	$2.445M	0.1%	$87.56	$111.63	—	SPONSORED ADR	03524A108
KR	KROGER CO	48,366	$1.408M	0.1%	$29.11 *	$21.37	+18.9%	COM	501044101
—	GRUBHUB INC	9,805	$1.359M	0.1%	$138.60	$104.91	—	COM	400110102
YUMC	YUM CHINA HLDGS INC	38,584	$1.355M	0.1%	$35.12	$39.61	-10.1%	COM	98850P109
TEVA	TEVA PHARMACEUTICAL INDS LTD	42,000	$905K	0.0%	$21.55	—	—	Call	881624209
—	AKORN INC	25,500	$331K	0.0%	$12.98	—	—	Call	009728106
JD	JD COM INC	12,118	$316K	0.0%	$26.08	$26.90	—	SPON ADR CL A	47215P106