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
OMB APPROVAL
OMB Number: 3235-0006
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hours per response: 23.8
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
ALLERGAN PLC SHS G0177J108 512,887 1,886,931 SH   SOLE   1,886,931 0 0
ARAMARK COM 03852U106 98,435 3,321,009 SH   SOLE   3,321,009 0 0
ASHLAND INC NEW COM 044209104 25,155 250,000 SH Call SOLE   0 0 0
BAXTER INTL INC COM 071813109 413,272 12,580,576 SH   SOLE   12,580,576 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 10,746 600,000 SH   SOLE   600,000 0 0
BROOKDALE SR LIVING INC COM 112463104 235,619 10,262,144 SH   SOLE   10,262,144 0 0
COMPUTER SCIENCES CORP COM 205363104 450,062 7,332,386 SH   SOLE   7,332,386 0 0
CONAGRA FOODS INC COM 205887102 1,238,367 30,569,414 SH   SOLE   30,569,414 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 13,416 200,000 SH   SOLE   200,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 17,270 619,449 SH   SOLE   619,449 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 655,675 39,191,581 SH   SOLE   39,191,581 0 0
KELLOGG CO COM 487836108 65,289 981,050 SH   SOLE   981,050 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 2,264 2,460,822 SH   SOLE   2,460,822 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 326,036 8,080,186 SH   SOLE   8,080,186 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 264,256 7,180,864 SH   SOLE   7,180,864 0 0
MATTEL INC COM 577081102 196,093 9,311,139 SH   SOLE   9,311,139 0 0
MICROSOFT CORP COM 594918104 340,681 7,697,273 SH   SOLE   7,697,273 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 45,174 993,275 SH   SOLE   993,275 0 0
QUALCOMM INC COM 747525103 1,534,035 28,550,816 SH   SOLE   28,550,816 0 0
RACKSPACE HOSTING INC COM 750086100 44,804 1,815,393 SH   SOLE   1,815,393 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 92,786 3,906,780 SH   SOLE   3,906,780 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 5,665 250,000 SH Call SOLE   0 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 4,989 100,000 SH   SOLE   100,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 47,898 250,000 SH Call SOLE   0 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 8,558 250,000 SH Call SOLE   0 0 0
SPDR SERIES TRUST S&P METALS MNG 78464A755 12,540 750,000 SH   SOLE   750,000 0 0
STARZ COM SER A 85571Q102 207,496 5,556,947 SH   SOLE   5,556,947 0 0
TIME WARNER CABLE INC COM 88732J207 422,259 2,354,120 SH   SOLE   2,354,120 0 0
TIME WARNER INC COM NEW 887317303 275,467 4,006,794 SH   SOLE   4,006,794 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,142,625 13,750,000 SH   SOLE   13,750,000 0 0
ZOETIS INC CL A 98978V103 160,372 3,894,424 SH   SOLE   3,894,424 0 0