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
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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
AERCAP HOLDINGS NV SHS N00985106 481,285 10,510,710 SH   SOLE   10,510,710 0 0
ALLERGAN PLC SHS G0177J108 491,115 1,618,385 SH   SOLE   1,618,385 0 0
APPLE INC COM 037833100 31,358 250,000 SH Call SOLE   0 0 0
ASHLAND INC NEW COM 044209104 24,380 200,000 SH   SOLE   200,000 0 0
BLACK KNIGHT FINL SVCS INC CL A 09214X100 12,348 400,000 SH   SOLE   400,000 0 0
BROOKDALE SR LIVING INC COM 112463104 311,660 8,981,545 SH   SOLE   8,981,545 0 0
COMPUTER SCIENCES CORP COM 205363104 527,616 8,038,030 SH   SOLE   8,038,030 0 0
CONAGRA FOODS INC COM 205887102 504,416 11,537,414 SH   SOLE   11,537,414 0 0
CONAGRA FOODS INC COM 205887102 832,079 19,032,000 SH Call SOLE   0 0 0
CSX CORP COM 126408103 6,530 200,000 SH   SOLE   200,000 0 0
EATON CORP PLC SHS G29183103 37,120 550,000 SH   SOLE   550,000 0 0
EBAY INC COM 278642103 692,760 11,500,000 SH   SOLE   11,500,000 0 0
GENER8 MARITIME INC COM Y26889108 4,771 350,000 SH   SOLE   350,000 0 0
GENERAL ELECTRIC CO COM 369604103 13,285 500,000 SH   SOLE   500,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 123,224 2,633,001 SH   SOLE   2,633,001 0 0
HD SUPPLY HLDGS INC COM 40416M105 422,160 12,000,000 SH   SOLE   12,000,000 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 759,938 41,939,202 SH   SOLE   41,939,202 0 0
JOHNSON CTLS INC COM 478366107 497,063 10,035,600 SH   SOLE   10,035,600 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 7,169 2,655,370 SH   SOLE   2,655,370 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 317,309 8,080,186 SH   SOLE   8,080,186 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 370,874 10,010,090 SH   SOLE   10,010,090 0 0
MONDELEZ INTL INC CL A 609207105 10,285 250,000 SH Call SOLE   0 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 52,812 993,275 SH   SOLE   993,275 0 0
NCR CORP NEW COM 62886E108 231,888 7,703,934 SH   SOLE   7,703,934 0 0
PINNACLE FOODS INC DEL COM 72348P104 374,073 8,214,171 SH   SOLE   8,214,171 0 0
PRECISION CASTPARTS CORP COM 740189105 493,956 2,471,385 SH   SOLE   2,471,385 0 0
QUALCOMM INC COM 747525103 1,804,975 28,819,654 SH   SOLE   28,819,654 0 0
RACKSPACE HOSTING INC COM 750086100 409,090 11,000,000 SH   SOLE   11,000,000 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 688,320 9,000,000 SH Put SOLE   9,000,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,903,049 14,100,000 SH Put SOLE   14,100,000 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 8,109 100,000 SH   SOLE   100,000 0 0
STARZ COM SER A 85571Q102 339,598 7,593,875 SH   SOLE   7,593,875 0 0
TALL GRASS ENERGY GP LP SHS CL A 874696107 23,309 725,000 SH   SOLE   725,000 0 0
TIME WARNER CABLE INC COM NEW 88732J207 419,434 2,354,120 SH   SOLE   2,354,120 0 0
TIME WARNER INC COM NEW 887317303 407,807 4,665,455 SH   SOLE   4,665,455 0 0
TRANSUNION COM 89400J107 1,255 50,000 SH   SOLE   50,000 0 0
UNITED RENTALS INC COM 911363109 480,170 5,480,138 SH   SOLE   5,480,138 0 0
UNIVAR INC COM 91336L107 2,565 98,525 SH   SOLE   98,525 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 298,286 1,342,723 SH   SOLE   1,342,723 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,161,050 13,750,000 SH   SOLE   13,750,000 0 0
WILLIAMS COS INC DEL COM 969457100 241,633 4,210,376 SH   SOLE   4,210,376 0 0