The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

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