AMERICAN TOWER CORP NEW COM 03027X100 28735 360000 SH SOLE 360000 0 0 ARES CAP CORP COM 04010L103 3385 190500 SH SOLE 190500 0 0 CHEVRON CORP NEW COM 166764100 212 1700 SH SOLE 1700 0 0 COMCAST CORP NEW CL A 20030N101 53948 1038166 SH SOLE 1038166 0 0 CORRECTIONS CORP AMER NEW COM NEW 22025Y407 9944 310059 SH SOLE 310059 0 0 CROWN CASTLE INTL CORP COM 228227104 33044 450000 SH SOLE 450000 0 0 DARDEN RESTAURANTS INC COM 237194105 32844 604074 SH SOLE 604074 0 0 EBAY INC COM 278642103 43892 800000 SH SOLE 800000 0 0 FIFTH STREET FINANCE CORP COM 31678A103 29669 3207442 SH SOLE 3207442 0 0 GEO GROUP INC COM 36159R103 31236 969453 SH SOLE 969453 0 0 GOOGLE INC CL A 38259P508 47518 42400 SH SOLE 42400 0 0 PHILIP MORRIS INTL INC COM 718172109 14162 162537 SH SOLE 162537 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 290 2500 SH SOLE 2500 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1348237 7300000 SH Call SOLE 7300000 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 212 3400 SH SOLE 3400 0 0