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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AERCAP HOLDINGS NVSHSN00985106481,28510,510,710SH SOLE 10,510,71000
ALLERGAN PLCSHSG0177J108491,1151,618,385SH SOLE 1,618,38500
APPLE INCCOM03783310031,358250,000SHCallSOLE 000
ASHLAND INC NEWCOM04420910424,380200,000SH SOLE 200,00000
BLACK KNIGHT FINL SVCS INCCL A09214X10012,348400,000SH SOLE 400,00000
BROOKDALE SR LIVING INCCOM112463104311,6608,981,545SH SOLE 8,981,54500
COMPUTER SCIENCES CORPCOM205363104527,6168,038,030SH SOLE 8,038,03000
CONAGRA FOODS INCCOM205887102504,41611,537,414SH SOLE 11,537,41400
CONAGRA FOODS INCCOM205887102832,07919,032,000SHCallSOLE 000
CSX CORPCOM1264081036,530200,000SH SOLE 200,00000
EATON CORP PLCSHSG2918310337,120550,000SH SOLE 550,00000
EBAY INCCOM278642103692,76011,500,000SH SOLE 11,500,00000
GENER8 MARITIME INCCOMY268891084,771350,000SH SOLE 350,00000
GENERAL ELECTRIC COCOM36960410313,285500,000SH SOLE 500,00000
GOLAR LNG LTD BERMUDASHSG9456A100123,2242,633,001SH SOLE 2,633,00100
HD SUPPLY HLDGS INCCOM40416M105422,16012,000,000SH SOLE 12,000,00000
HERTZ GLOBAL HOLDINGS INCCOM42805T105759,93841,939,202SH SOLE 41,939,20200
JOHNSON CTLS INCCOM478366107497,06310,035,600SH SOLE 10,035,60000
KINDER MORGAN INC DEL*W EXP 05/25/20149456B1197,1692,655,370SH SOLE 2,655,37000
LIBERTY INTERACTIVE CORPLBT VENT COM A53071M880317,3098,080,186SH SOLE 8,080,18600
LIONS GATE ENTMNT CORPCOM NEW535919203370,87410,010,090SH SOLE 10,010,09000
MONDELEZ INTL INCCL A60920710510,285250,000SHCallSOLE 000
MOBILEYE N V AMSTELVEENORD SHSN5148811752,812993,275SH SOLE 993,27500
NCR CORP NEWCOM62886E108231,8887,703,934SH SOLE 7,703,93400
PINNACLE FOODS INC DELCOM72348P104374,0738,214,171SH SOLE 8,214,17100
PRECISION CASTPARTS CORPCOM740189105493,9562,471,385SH SOLE 2,471,38500
QUALCOMM INCCOM7475251031,804,97528,819,654SH SOLE 28,819,65400
RACKSPACE HOSTING INCCOM750086100409,09011,000,000SH SOLE 11,000,00000
SELECT SECTOR SPDR TRSBI CONS DISCR81369Y407688,3209,000,000SHPutSOLE 9,000,00000
SPDR S&P 500 ETF TRTR UNIT78462F1032,903,04914,100,000SHPutSOLE 14,100,00000
STARWOOD HOTELS&RESORTS WRLDCOM85590A4018,109100,000SH SOLE 100,00000
STARZCOM SER A85571Q102339,5987,593,875SH SOLE 7,593,87500
TALL GRASS ENERGY GP LPSHS CL A87469610723,309725,000SH SOLE 725,00000
TIME WARNER CABLE INCCOM NEW88732J207419,4342,354,120SH SOLE 2,354,12000
TIME WARNER INCCOM NEW887317303407,8074,665,455SH SOLE 4,665,45500
TRANSUNIONCOM89400J1071,25550,000SH SOLE 50,00000
UNITED RENTALS INCCOM911363109480,1705,480,138SH SOLE 5,480,13800
UNIVAR INCCOM91336L1072,56598,525SH SOLE 98,52500
VALEANT PHARMACEUTICALS INTLCOM91911K102298,2861,342,723SH SOLE 1,342,72300
WALGREENS BOOTS ALLIANCE INCCOM9314271081,161,05013,750,000SH SOLE 13,750,00000
WILLIAMS COS INC DELCOM969457100241,6334,210,376SH SOLE 4,210,37600