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 |
| ABB LTD | SPONSORED ADR | 000375204 | 7,934 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| ABENGOA YIELD PLC | ORD SHS | G00349103 | 37,721 | 1,204,375 | SH | SOLE | 1,204,375 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 137,706 | 5,688,000 | SH | SOLE | 5,688,000 | 0 | 0 | ||
| AIR METHODS CORP | PUT | 009128957 | 20,670 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |
| ALLERGAN PLC | SHS | G0177J108 | 63,423 | 209,000 | SH | SOLE | 209,000 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 591,413 | 9,566,700 | SH | SOLE | 9,566,700 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 244,824 | 7,905,200 | SH | SOLE | 7,905,200 | 0 | 0 | ||
| ARDMORE SHIPPING CORP | COM | Y0207T100 | 2,664 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 16,540 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 545,270 | 7,872,800 | SH | SOLE | 7,872,800 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 770,763 | 6,643,364 | SH | SOLE | 6,643,364 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 133,687 | 8,014,837 | SH | SOLE | 8,014,837 | 0 | 0 | ||
| DU PONT E I DE NEMOURS & CO | COM | 263534109 | 12,342 | 193,000 | SH | SOLE | 193,000 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 134,335 | 2,230,000 | SH | SOLE | 2,230,000 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 84,538 | 1,736,600 | SH | SOLE | 1,736,600 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 233,814 | 2,628,900 | SH | SOLE | 2,628,900 | 0 | 0 | ||
| EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 9,516 | 507,000 | SH | SOLE | 507,000 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 35,617 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
| JUNIPER NETWORKS INC | COM | 48203R104 | 102,717 | 3,955,200 | SH | SOLE | 3,955,200 | 0 | 0 | ||
| KINDER MORGAN INC DEL | *W EXP 05/25/2017 | 49456B119 | 25,304 | 9,372,000 | SH | SOLE | 9,372,000 | 0 | 0 | ||
| LEUCADIA NATL CORP | COM | 527288104 | 85,165 | 3,507,600 | SH | SOLE | 3,507,600 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 22,402 | 621,600 | SH | SOLE | 621,600 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C | 531229300 | 44,645 | 1,243,600 | SH | SOLE | 1,243,600 | 0 | 0 | ||
| MANITOWOC INC | COM | 563571108 | 22,148 | 1,130,000 | SH | SOLE | 1,130,000 | 0 | 0 | ||
| MEDASSETS INC | COM | 584045108 | 33,172 | 1,503,700 | SH | SOLE | 1,503,700 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 326,286 | 7,390,400 | SH | SOLE | 7,390,400 | 0 | 0 | ||
| NATIONAL GEN HLDGS CORP | COM | 636220303 | 11,561 | 555,000 | SH | SOLE | 555,000 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C101 | 254,701 | 4,374,800 | SH | SOLE | 4,374,800 | 0 | 0 | ||
| SCORPIO BULKERS INC | SHS | Y7546A106 | 52,155 | 31,997,000 | SH | SOLE | 31,997,000 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C106 | 2,926 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| SEACOR HOLDINGS INC | COM | 811904101 | 71 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| STATE NATL COS INC | COM | 85711T305 | 21,905 | 2,022,600 | SH | SOLE | 2,022,600 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 26,367 | 956,350 | SH | SOLE | 956,350 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 183,658 | 5,643,200 | SH | SOLE | 5,643,200 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 267,062 | 3,977,100 | SH | SOLE | 3,977,100 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 294,035 | 3,482,173 | SH | SOLE | 3,482,173 | 0 | 0 | ||
| WEBMD HEALTH CORP | COM | 94770V102 | 207,726 | 4,691,200 | SH | SOLE | 4,691,200 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 39,427 | 687,000 | SH | SOLE | 687,000 | 0 | 0 | ||