The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 70,459 | 1,260,000 | SH | SOLE | 1,260,000 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 529,226 | 10,582,400 | SH | SOLE | 10,582,400 | 0 | 0 | ||
| ARDMORE SHIPPING CORP | COM | Y0207T100 | 14,962 | 1,125,000 | SH | SOLE | 1,125,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 447,305 | 8,081,400 | SH | SOLE | 8,081,400 | 0 | 0 | ||
| CHENIERE ENERGY PTNRS LP HLD | COM REP LLC IN | 16411W108 | 5,398 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 596,914 | 7,025,000 | SH | SOLE | 7,025,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 49,400 | 946,728 | SH | SOLE | 946,728 | 0 | 0 | ||
| DREAMWORKS ANIMATION SKG INC | CL A | 26153C103 | 4,195 | 158,000 | SH | SOLE | 158,000 | 0 | 0 | ||
| DYNAGAS LNG PARTNERS LP | COM UNIT LTD PT | Y2188B108 | 1,365 | 63,000 | SH | SOLE | 63,000 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 95,325 | 2,004,300 | SH | SOLE | 2,004,300 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 279,147 | 3,717,500 | SH | SOLE | 3,717,500 | 0 | 0 | ||
| KINDER MORGAN INC DEL | *W EXP 05/25/2017 | 49456B119 | 16,765 | 9,471,500 | SH | SOLE | 9,471,500 | 0 | 0 | ||
| LEUCADIA NATL CORP | COM | 527288104 | 21,000 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 126,024 | 964,000 | SH | SOLE | 964,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 221,346 | 5,400,000 | SH | SOLE | 5,400,000 | 0 | 0 | ||
| NATIONAL GEN HLDGS CORP | COM | 636220303 | 42,112 | 3,008,000 | SH | SOLE | 3,008,000 | 0 | 0 | ||
| NEWS CORP NEW | CL A | 65249B109 | 12,190 | 707,925 | SH | SOLE | 707,925 | 0 | 0 | ||
| NOBLE CORP PLC | SHS USD | G65431101 | 83,814 | 2,560,000 | SH | SOLE | 2,560,000 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 99,472 | 1,215,000 | SH | SOLE | 1,215,000 | 0 | 0 | ||
| PLAINS GP HLDGS L P | SHS A REP LTPN | 72651A108 | 27,980 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| RUBICON TECHNOLOGY INC | COM | 78112T107 | 564 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C101 | 542,755 | 6,685,000 | SH | SOLE | 6,685,000 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C106 | 98,576 | 9,887,300 | SH | SOLE | 9,887,300 | 0 | 0 | ||
| SEACOR HOLDINGS INC | COM | 811904101 | 2,844 | 32,907 | SH | SOLE | 32,907 | 0 | 0 | ||
| SIRIUS XM HLDGS INC | COM | 82968B103 | 38,400 | 12,000,000 | SH | SOLE | 12,000,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 69,950 | 3,189,700 | SH | SOLE | 3,189,700 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 10,894 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 225,705 | 7,059,900 | SH | SOLE | 7,059,900 | 0 | 0 | ||
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 65,030 | 667,800 | SH | SOLE | 667,800 | 0 | 0 | ||
| UTI WORLDWIDE INC | ORD | G87210103 | 45,268 | 4,274,600 | SH | SOLE | 4,274,600 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 262,291 | 1,215,100 | SH | SOLE | 1,215,100 | 0 | 0 | ||
| WALGREEN CO | COM | 931422109 | 80,557 | 1,220,000 | SH | SOLE | 1,220,000 | 0 | 0 | ||
| WEBMD HEALTH CORP | COM | 94770V102 | 211,852 | 5,117,187 | SH | SOLE | 5,117,187 | 0 | 0 | ||