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
AMERICAN INTL GROUP INC COM NEW 026874784 485,782 10,867,600 SH   SOLE 0 10,867,600 0 0
CHENIERE ENERGY INC COM NEW 16411R208 131,693 4,744,000 SH   SOLE 0 4,744,000 0 0
COCA COLA CO COM 191216100 70,293 1,752,500 SH   SOLE 0 1,752,500 0 0
CONSTELLATION BRANDS INC CL A 21036P108 370,052 7,100,000 SH   SOLE 0 7,100,000 0 0
DOLLAR TREE INC COM 256746108 84,049 1,653,200 SH   SOLE 0 1,653,200 0 0
EBAY INC COM 278642103 64,578 1,248,600 SH   SOLE 0 1,248,600 0 0
ECHOSTAR CORP CL A 278768106 80,883 2,068,100 SH   SOLE 0 2,068,100 0 0
ERA GROUP INC COM 26885G109 35,394 1,353,500 SH   SOLE 0 1,353,500 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 228,796 3,708,800 SH   SOLE 0 3,708,800 0 0
FEDEX CORP COM 31428X106 60,824 617,000 SH   SOLE 0 617,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 29,913 938,000 SH   SOLE 0 938,000 0 0
KINDER MORGAN INC DEL *W EXP 05/25/2017 49456B119 44,500 8,691,500 SH   SOLE 0 8,691,500 0 0
KINDER MORGAN INC DEL COM 49456B101 173,743 4,554,200 SH   SOLE 0 4,554,200 0 0
LEGGETT & PLATT INC COM 524660107 38,863 1,250,000 SH   SOLE 0 1,250,000 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 261,455 2,062,600 SH   SOLE 0 2,062,600 0 0
MAIDEN HOLDINGS LTD SHS G5753U112 30,641 2,730,900 SH   SOLE 0 2,730,900 0 0
MONSTER BEVERAGE CORP COM 611740101 45,887 755,100 SH   SOLE 0 755,100 0 0
NEWS CORP CL A 65248E104 229,696 7,045,900 SH   SOLE 0 7,045,900 0 0
NOBEL CORPORATION BAAR NAMEN -AKT H5833N103 64,826 1,725,000 SH   SOLE 0 1,725,000 0 0
OIL STS INTL INC COM 678026105 18,528 200,000 SH   SOLE 0 200,000 0 0
PBF ENERGY INC CL A 69318G106 11,673 450,700 SH   SOLE 0 450,700 0 0
PHILIP MORRIS INTL INC COM 718172109 119,977 1,385,100 SH   SOLE 0 1,385,100 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 14,309 420,000 SH   SOLE 0 420,000 0 0
SANDISK CORP COM 80004C101 337,141 5,517,863 SH   SOLE 0 5,517,863 0 0
SCORPIO TANKERS INC SHS Y7542C106 98,556 10,975,000 SH   SOLE 0 10,975,000 0 0
SEACOR HOLDINGS INC COM 811904101 21,543 259,401 SH   SOLE 0 259,401 0 0
SPECTRA ENERGY PARTNERS LP COM 847560109 28,846 837,100 SH   SOLE 0 837,100 0 0
STARBUCKS CORP COM 855244109 44,795 684,000 SH   SOLE 0 684,000 0 0
STARZ COM SER A 85571Q102 19,642 888,800 SH   SOLE 0 888,800 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 66,464 4,439,800 SH   SOLE 0 4,439,800 0 0
UNITED PARCEL SERVICE INC CL B 911312106 100,533 1,162,500 SH   SOLE 0 1,162,500 0 0
UTI WORLDWIDE INC ORD G87210103 51,060 3,100,200 SH   SOLE 0 3,100,200 0 0
VISA INC COM CL A 92826C839 221,621 1,212,700 SH   SOLE 0 1,212,700 0 0
WEBMD HEALTH CORP COM 94770V102 167,100 5,689,488 SH   SOLE 0 5,689,488 0 0
WILLIAMS COS INC DEL COM 969457100 48,079 1,480,733 SH   SOLE 0 1,480,733 0 0