AERCAP HOLDINGS NV SHS N00985106 4579 100000 SH SOLE 100000 0 0 ANADARKO PETE CORP COM 032511107 1561 20000 SH SOLE 20000 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 4460 70000 SH SOLE 70000 0 0 BROADCOM CORP CL A 111320107 1287 25000 SH SOLE 25000 0 0 COLONY CAP INC CL A 19624R106 5663 250000 SH SOLE 250000 0 0 GENESEE & WYO INC CL A 371559105 1905 25000 SH SOLE 25000 0 0 HUMANA INC COM 444859102 3347 17500 SH SOLE 17500 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 2704 50000 SH SOLE 50000 0 0 MOLSON COORS BREWING CO CL B 60871R209 5236 75000 SH SOLE 75000 0 0 MONSANTO CO NEW COM 61166W101 2132 20000 SH SOLE 20000 0 0 PARTNERRE LTD COM G6852T105 3213 25000 SH SOLE 25000 0 0 PERRIGO CO PLC SHS G97822103 2772 15000 SH SOLE 15000 0 0 PFIZER INC COM 717081103 5030 150000 SH SOLE 150000 0 0 PRECISION CASTPARTS CORP COM 740189105 2998 15000 SH SOLE 15000 0 0 STARWOOD HOTELS&RESORTS WRLD COM 85590A401 1622 20000 SH SOLE 20000 0 0 TIME WARNER CABLE INC COM 88732J207 4454 25000 SH SOLE 25000 0 0 TIME WARNER INC COM NEW 887317303 4371 50000 SH SOLE 50000 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 3378 40000 SH SOLE 40000 0 0 WILLIAMS COS INC DEL COM 969457100 2870 50000 SH SOLE 50000 0 0 YUM BRANDS INC COM 988498101 4504 50000 SH SOLE 50000 0 0 YAHOO INC COM 984332106 1965 50000 SH SOLE 50000 0 0