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 |
| AMERCO | COM | 023586100 | 22,494 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 31,667 | 1,095,000 | SH | SOLE | 1,095,000 | 0 | 0 | ||
| BRASKEM S A | SP ADR PFD A | 105532105 | 8,691 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| CBS CORP NEW | CL A | 124857103 | 144,914 | 2,480,000 | SH | SOLE | 2,480,000 | 0 | 0 | ||
| CENVEO INC | COM NEW | 15670S402 | 423 | 122,499 | SH | SOLE | 122,499 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 35,342 | 885,100 | SH | SOLE | 885,100 | 0 | 0 | ||
| ENTERCOM COMMUNICATIONS CORP | CL A | 293639100 | 16,136 | 1,409,235 | SH | SOLE | 1,409,235 | 0 | 0 | ||
| EQUITY COMWLTH | COM SH BEN INT | 294628102 | 9,728 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| HYATT HOTELS CORP | COM CL A | 448579102 | 39,855 | 645,000 | SH | SOLE | 645,000 | 0 | 0 | ||
| ILG INC | COM | 44967H101 | 34,749 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 48,751 | 1,163,500 | SH | SOLE | 1,163,500 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 74,758 | 349,172 | SH | SOLE | 349,172 | 0 | 0 | ||
| ONEMAIN HLDGS INC | COM | 68268W103 | 27,485 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | ||
| PLAYA HOTELS & RESORTS NV | SHS | N70544106 | 2,712 | 260,041 | SH | SOLE | 260,041 | 0 | 0 | ||
| POWERSHARES QQQ TRUST | UNIT SER 1 | 73935A104 | 95,998 | 660,000 | SH | Put | SOLE | 660,000 | 0 | 0 | |
| SANOFI | RIGHT 12/31/2020 | 80105N113 | 1,980 | 5,500,000 | SH | SOLE | 5,500,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI INT-FINL | 81369Y605 | 32,325 | 1,250,000 | SH | Put | SOLE | 1,250,000 | 0 | 0 | |
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 289,360 | 2,380,000 | SH | Call | SOLE | 2,380,000 | 0 | 0 | |
| SPIRIT RLTY CAP INC NEW | COM | 84860W102 | 63,204 | 7,375,000 | SH | SOLE | 7,375,000 | 0 | 0 | ||
| VEREIT INC | COM | 92339V100 | 27,233 | 3,285,000 | SH | SOLE | 3,285,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 97,879 | 920,000 | SH | SOLE | 920,000 | 0 | 0 | ||
| WEYERHAEUSER CO | COM | 962166104 | 49,003 | 1,440,000 | SH | Put | SOLE | 1,440,000 | 0 | 0 | |