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
Estimated average burden
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
AARONS INC COM PAR $0.50 002535300 13,560 479,000 SH   SOLE   479,000 0 0
ABBVIE INC COM 00287Y109 128,103 2,188,300 SH   SOLE   2,188,300 0 0
ACTAVIS PLC SHS G0083B108 107,822 362,280 SH   SOLE   362,280 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 19,886 239,300 SH   SOLE   239,300 0 0
BIOGEN INC COM 09062x103 66,376 157,200 SH   SOLE   157,200 0 0
BOYD GAMING CORP COM 103304101 34,425 2,424,307 SH   SOLE   2,424,307 0 0
CARNIVAL CORP PAIRED CTF 143658300 27,508 575,000 SH   SOLE   575,000 0 0
CBS CORP NEW CL B 124857202 42,684 704,000 SH   SOLE   704,000 0 0
CBS CORP NEW CL B 124857202 58,696 968,100 SH Call SOLE   968,100 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 10,042 52,000 SH   SOLE   52,000 0 0
COMCAST CORP NEW CL A 20030N101 75,914 1,344,322 SH   SOLE   1,344,322 0 0
COMCAST CORP NEW CL A 20030N101 60,078 1,063,900 SH Call SOLE   1,063,900 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 111,456 2,131,900 SH   SOLE   2,131,900 0 0
CONSOL ENERGY INC COM 20854P109 20,438 732,800 SH Put SOLE   732,800 0 0
CONSTELLATION BRANDS INC CL A 21036P108 130,515 1,123,100 SH   SOLE   1,123,100 0 0
DOLLAR GEN CORP NEW COM 256677105 93,727 1,243,400 SH   SOLE   1,243,400 0 0
DOLLAR GEN CORP NEW COM 256677105 39,507 524,100 SH Call SOLE   524,100 0 0
DOLLAR TREE INC COM 256746108 114,780 1,414,500 SH   SOLE   1,414,500 0 0
EBAY INC COM 278642103 55,950 970,000 SH   SOLE   970,000 0 0
EBAY INC COM 278642103 79,022 1,370,000 SH Call SOLE   1,370,000 0 0
GOOGLE INC CL C 38259P706 2,321 4,235 SH   SOLE   4,235 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 18,302 212,000 SH   SOLE   212,000 0 0
GSV CAP CORP COM 36191J101 2,914 297,300 SH   SOLE   297,300 0 0
INTEL CORP COM 458140100 15,832 506,300 SH Put SOLE   506,300 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 114,302 490,000 SH   SOLE   490,000 0 0
KENNAMETAL INC COM 489170100 27,141 805,600 SH   SOLE   805,600 0 0
MASTERCARD INC CL A 57636q104 53,994 625,000 SH   SOLE   625,000 0 0
MASTERCARD INC CL A 57636q104 75,211 870,600 SH Call SOLE   870,600 0 0
PENN NATL GAMING INC COM 707569109 41,444 2,646,500 SH   SOLE   2,646,500 0 0
ROYAL CARIBBEAN CRUISES LTD COM v7780t103 14,708 179,700 SH   SOLE   179,700 0 0
SIGNET JEWELERS LIMITED SHS G81276100 47,314 340,900 SH   SOLE   340,900 0 0
SIRIUS XM HLDGS INC COM 82968b103 108,254 28,338,700 SH   SOLE   28,338,700 0 0
SPIRIT AIRLS INC COM 848577102 69,694 900,900 SH   SOLE   900,900 0 0
TENARIS S A SPONSORED ADR 88031M109 2,940 105,000 SH   SOLE   105,000 0 0
TIME WARNER CABLE INC COM 88732J207 77,638 518,000 SH   SOLE   518,000 0 0
TRI POINTE HOMES INC COM 87265H109 55,005 3,564,800 SH   SOLE   3,564,800 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 14,988 442,900 SH   SOLE   442,900 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 110,377 937,700 SH   SOLE   937,700 0 0
VCA INC COM 918194101 28,665 522,900 SH   SOLE   522,900 0 0
WHITING PETE CORP NEW COM 966387102 28,051 907,800 SH   SOLE   907,800 0 0