The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ABBOTT LABS | COM | 002824100 | 39,863 | 1,040,000 | SH | SOLE | 1,040,000 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 541,171 | 10,600,800 | SH | SOLE | 10,600,800 | 0 | 0 | ||
| ARDMORE SHIPPING CORP | COM | Y0207T100 | 15,171 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | ||
| BANK OF AMERICA CORPORATION | COM | 060505104 | 28,337 | 1,820,000 | SH | SOLE | 1,820,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 354,990 | 8,232,600 | SH | SOLE | 8,232,600 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 494,420 | 7,025,000 | SH | SOLE | 7,025,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 87,846 | 1,557,000 | SH | SOLE | 1,557,000 | 0 | 0 | ||
| DYNAGAS LNG PARTNERS LP | COM UNIT LTD PT | Y2188B108 | 11,275 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 103,045 | 2,072,500 | SH | SOLE | 2,072,500 | 0 | 0 | ||
| ERA GROUP INC | COM | 26885G109 | 11,597 | 375,800 | SH | SOLE | 375,800 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 261,117 | 3,717,500 | SH | SOLE | 3,717,500 | 0 | 0 | ||
| GAP INC DEL | COM | 364760108 | 21,103 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 48,992 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| GT ADVANCED TECHNOLOGIES INC | PUT | 36191U956 | 6,540 | 750,000 | SH | Put | SOLE | 750,000 | 0 | 0 | |
| KINDER MORGAN INC DEL | *W EXP 05/25/2017 | 49456B119 | 35,358 | 8,708,800 | SH | SOLE | 8,708,800 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 127,944 | 3,554,000 | SH | SOLE | 3,554,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 141,178 | 964,000 | SH | SOLE | 964,000 | 0 | 0 | ||
| MAIDEN HOLDINGS LTD | SHS | G5753U112 | 26,888 | 2,460,000 | SH | SOLE | 2,460,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 145,041 | 3,875,000 | SH | SOLE | 3,875,000 | 0 | 0 | ||
| NEWS CORP NEW | CL A | 65249B109 | 14,716 | 816,625 | SH | SOLE | 816,625 | 0 | 0 | ||
| NOBLE CORP PLC | SHS USD | G65431101 | 85,619 | 2,285,000 | SH | SOLE | 2,285,000 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 105,863 | 1,215,000 | SH | SOLE | 1,215,000 | 0 | 0 | ||
| PLAINS GP HLDGS L P | SHS A REP LTPN | 72651A108 | 37,478 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C101 | 480,730 | 6,815,000 | SH | SOLE | 6,815,000 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C106 | 119,274 | 10,116,500 | SH | SOLE | 10,116,500 | 0 | 0 | ||
| SEACOR HOLDINGS INC | COM | 811904101 | 3,001 | 32,907 | SH | SOLE | 32,907 | 0 | 0 | ||
| SIRIUS XM HLDGS INC | COM | 82968B103 | 11,866 | 3,400,000 | SH | SOLE | 3,400,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 84,106 | 4,842,000 | SH | SOLE | 4,842,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 248,367 | 7,059,900 | SH | SOLE | 7,059,900 | 0 | 0 | ||
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 122,429 | 1,165,100 | SH | SOLE | 1,165,100 | 0 | 0 | ||
| UTI WORLDWIDE INC | ORD | G87210103 | 71,685 | 4,082,300 | SH | SOLE | 4,082,300 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 270,578 | 1,215,100 | SH | SOLE | 1,215,100 | 0 | 0 | ||
| WALGREEN CO | COM | 931422109 | 30,156 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| WEBMD HEALTH CORP | COM | 94770V102 | 202,129 | 5,117,187 | SH | SOLE | 5,117,187 | 0 | 0 | ||
| WELLS FARGO & CO NEW | COM | 949746101 | 27,694 | 610,000 | SH | SOLE | 610,000 | 0 | 0 | ||