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 |
| ABENGOA YIELD PLC | ORD SHS | G00349103 | 15,317 | 405,000 | SH | SOLE | 405,000 | 0 | 0 | ||
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 72,374 | 1,260,000 | SH | SOLE | 1,260,000 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 579,132 | 10,610,700 | SH | SOLE | 10,610,700 | 0 | 0 | ||
| ARDMORE SHIPPING CORP | COM | Y0207T100 | 15,559 | 1,125,000 | SH | SOLE | 1,125,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 600,846 | 8,380,000 | SH | SOLE | 8,380,000 | 0 | 0 | ||
| CHENIERE ENERGY PTNRS LP HLD | COM REP LLC IN | 16411W108 | 6,210 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| CLIFFS NAT RES INC | COM | 18683K101 | 27 | 1,800 | SH | SOLE | 1,800 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 609,860 | 6,920,000 | SH | SOLE | 6,920,000 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 184,261 | 8,014,837 | SH | SOLE | 8,014,837 | 0 | 0 | ||
| DREAMWORKS ANIMATION SKG INC | CL A | 26153C103 | 31,308 | 1,346,000 | SH | SOLE | 1,346,000 | 0 | 0 | ||
| DSW INC | CL A | 23334L102 | 13,970 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 101,380 | 1,915,000 | SH | SOLE | 1,915,000 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 257,734 | 3,717,500 | SH | SOLE | 3,717,500 | 0 | 0 | ||
| KINDER MORGAN INC DEL | *W EXP 05/25/2017 | 49456B119 | 25,807 | 9,283,000 | SH | SOLE | 9,283,000 | 0 | 0 | ||
| LEUCADIA NATL CORP | COM | 527288104 | 26,220 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 93,626 | 685,000 | SH | SOLE | 685,000 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 15,614 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MASCO CORP | COM | 574599106 | 113,886 | 5,130,000 | SH | SOLE | 5,130,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 238,941 | 5,730,000 | SH | SOLE | 5,730,000 | 0 | 0 | ||
| NATIONAL GEN HLDGS CORP | COM | 636220303 | 50,599 | 2,908,000 | SH | SOLE | 2,908,000 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 68,291 | 810,000 | SH | SOLE | 810,000 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C101 | 679,839 | 6,510,000 | SH | SOLE | 6,510,000 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C106 | 2,949 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| SEACOR HOLDINGS INC | COM | 811904101 | 1,177 | 14,307 | SH | SOLE | 14,307 | 0 | 0 | ||
| SIRIUS XM HLDGS INC | COM | 82968B103 | 48,440 | 14,000,000 | SH | SOLE | 14,000,000 | 0 | 0 | ||
| SUNEDISON INC | COM | 86732Y109 | 16,611 | 735,000 | SH | SOLE | 735,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 83 | 3,900 | SH | SOLE | 3,900 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 58,660 | 2,637,600 | SH | SOLE | 2,637,600 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 3,284 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 249,625 | 7,101,700 | SH | SOLE | 7,101,700 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 256,329 | 1,216,500 | SH | SOLE | 1,216,500 | 0 | 0 | ||
| WALGREEN CO | COM | 931422109 | 171,611 | 2,315,000 | SH | SOLE | 2,315,000 | 0 | 0 | ||
| WEBMD HEALTH CORP | COM | 94770V102 | 231,840 | 4,800,000 | SH | SOLE | 4,800,000 | 0 | 0 | ||