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 | 30,783 | 1,860,000 | SH | SOLE | 1,860,000 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 101,915 | 3,299,300 | SH | SOLE | 3,299,300 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 542,512 | 9,547,900 | SH | SOLE | 9,547,900 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 251,644 | 8,490,000 | SH | SOLE | 8,490,000 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 12,670 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 384,241 | 7,955,300 | SH | SOLE | 7,955,300 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 829,912 | 6,628,164 | SH | SOLE | 6,628,164 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 82,633 | 8,014,837 | SH | SOLE | 8,014,837 | 0 | 0 | ||
| DU PONT E I DE NEMOURS & CO | COM | 263534109 | 9,269 | 192,300 | SH | SOLE | 192,300 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 136,986 | 5,605,000 | SH | SOLE | 5,605,000 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 74,554 | 1,732,600 | SH | SOLE | 1,732,600 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 212,301 | 2,622,300 | SH | SOLE | 2,622,300 | 0 | 0 | ||
| EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 8,484 | 505,600 | SH | SOLE | 505,600 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 65,391 | 755,000 | SH | SOLE | 755,000 | 0 | 0 | ||
| JUNIPER NETWORKS INC | COM | 48203R104 | 101,447 | 3,945,800 | SH | SOLE | 3,945,800 | 0 | 0 | ||
| KINDER MORGAN INC DEL | *W EXP 05/25/2017 | 49456B119 | 8,603 | 9,351,000 | SH | SOLE | 9,351,000 | 0 | 0 | ||
| LEUCADIA NATL CORP | COM | 527288104 | 66,854 | 3,299,800 | SH | SOLE | 3,299,800 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 22,157 | 620,300 | SH | SOLE | 620,300 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C | 531229300 | 42,761 | 1,240,900 | SH | SOLE | 1,240,900 | 0 | 0 | ||
| MANITOWOC INC | COM | 563571108 | 121,635 | 8,109,000 | SH | SOLE | 8,109,000 | 0 | 0 | ||
| MEDASSETS INC | COM | 584045108 | 30,164 | 1,503,700 | SH | SOLE | 1,503,700 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 326,325 | 7,372,900 | SH | SOLE | 7,372,900 | 0 | 0 | ||
| NETSCOUT SYS INC | COM | 64115T104 | 15,987 | 452,000 | SH | SOLE | 452,000 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C101 | 232,907 | 4,286,900 | SH | SOLE | 4,286,900 | 0 | 0 | ||
| SCORPIO BULKERS INC | SHS | Y7546A106 | 46,229 | 31,664,000 | SH | SOLE | 31,664,000 | 0 | 0 | ||
| STATE NATL COS INC | COM | 85711T305 | 18,868 | 2,018,000 | SH | SOLE | 2,018,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 27,476 | 956,350 | SH | SOLE | 956,350 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 162,816 | 6,034,700 | SH | SOLE | 6,034,700 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 276,481 | 3,969,000 | SH | SOLE | 3,969,000 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 288,621 | 3,473,173 | SH | SOLE | 3,473,173 | 0 | 0 | ||
| WEBMD HEALTH CORP | COM | 94770V102 | 203,367 | 5,104,600 | SH | SOLE | 5,104,600 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 4,422 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||