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 | 34,851 | 1,031,700 | SH | SOLE | 1,031,700 | 0 | 0 | ||
| AIR METHODS CORP | PUT | 009128957 | 23,295 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 524,231 | 9,568,000 | SH | SOLE | 9,568,000 | 0 | 0 | ||
| ARDMORE SHIPPING CORP | COM | Y0207T100 | 9,026 | 896,300 | SH | SOLE | 896,300 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 129,419 | 5,695,000 | SH | SOLE | 5,695,000 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 250,351 | 7,915,000 | SH | SOLE | 7,915,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 612,373 | 7,911,800 | SH | SOLE | 7,911,800 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 782,616 | 6,734,500 | SH | SOLE | 6,734,500 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 104,433 | 8,014,837 | SH | SOLE | 8,014,837 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 126,394 | 2,191,300 | SH | SOLE | 2,191,300 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 89,910 | 1,738,400 | SH | SOLE | 1,738,400 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 228,604 | 2,634,600 | SH | SOLE | 2,634,600 | 0 | 0 | ||
| EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 9,882 | 506,000 | SH | SOLE | 506,000 | 0 | 0 | ||
| HRG GROUP INC | COM | 40434J100 | 17,472 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| JUNIPER NETWORKS INC | COM | 48203R104 | 89,417 | 3,960,000 | SH | SOLE | 3,960,000 | 0 | 0 | ||
| KINDER MORGAN INC DEL | *W EXP 05/25/2017 | 49456B119 | 38,508 | 9,392,300 | SH | SOLE | 9,392,300 | 0 | 0 | ||
| LEUCADIA NATL CORP | COM | 527288104 | 78,356 | 3,515,300 | SH | SOLE | 3,515,300 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 24,013 | 622,900 | SH | SOLE | 622,900 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C | 531229300 | 47,605 | 1,246,200 | SH | SOLE | 1,246,200 | 0 | 0 | ||
| MEDASSETS INC | COM | 584045108 | 28,136 | 1,495,000 | SH | SOLE | 1,495,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 299,221 | 7,360,000 | SH | SOLE | 7,360,000 | 0 | 0 | ||
| NATIONAL GEN HLDGS CORP | COM | 636220303 | 41,662 | 2,227,900 | SH | SOLE | 2,227,900 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C101 | 399,126 | 6,273,600 | SH | SOLE | 6,273,600 | 0 | 0 | ||
| SCORPIO BULKERS INC | SHS | Y7546A106 | 36,365 | 15,344,000 | SH | SOLE | 15,344,000 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C106 | 2,732 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| SEACOR HOLDINGS INC | COM | 811904101 | 997 | 14,307 | SH | SOLE | 14,307 | 0 | 0 | ||
| STATE NATL COS INC | COM | 85711T305 | 20,168 | 2,026,900 | SH | SOLE | 2,026,900 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 24,344 | 956,350 | SH | SOLE | 956,350 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 16,456 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 191,196 | 5,650,000 | SH | SOLE | 5,650,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 260,620 | 3,984,400 | SH | SOLE | 3,984,400 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 308,961 | 3,648,573 | SH | SOLE | 3,648,573 | 0 | 0 | ||
| WEBMD HEALTH CORP | COM | 94770V102 | 205,639 | 4,691,200 | SH | SOLE | 4,691,200 | 0 | 0 | ||