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 |
| APPLIED MATLS INC | COM | 038222105 | 287,519 | 12,744,633 | SH | SOLE | 12,744,633 | 0 | 0 | ||
| CAESARS ENTMT CORP | COM | 127686103 | 75,769 | 7,195,579 | SH | SOLE | 7,195,579 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 119,526 | 2,320,000 | SH | SOLE | 2,320,000 | 0 | 0 | ||
| CLEAR CHANNEL OUTDOOR HLDGS | CL A | 18451C109 | 21,990 | 2,172,946 | SH | SOLE | 2,172,946 | 0 | 0 | ||
| DIRECTV | COM | 25490A309 | 543,766 | 6,389,732 | SH | SOLE | 6,389,732 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 238,507 | 4,135,000 | SH | SOLE | 4,135,000 | 0 | 0 | ||
| E M C CORP MASS | COM | 268648102 | 114,300 | 4,471,842 | SH | SOLE | 4,471,842 | 0 | 0 | ||
| ENERGIZER HLDGS INC | COM | 29266R108 | 345,062 | 2,499,544 | SH | SOLE | 2,499,544 | 0 | 0 | ||
| HOSPIRA INC | COM | 441060100 | 326,589 | 3,718,000 | SH | SOLE | 3,718,000 | 0 | 0 | ||
| HUBBELL INC | CL A | 443510102 | 66,731 | 630,489 | SH | SOLE | 630,489 | 0 | 0 | ||
| HUBBELL INC | CL B | 443510201 | 55,732 | 508,411 | SH | SOLE | 508,411 | 0 | 0 | ||
| KRAFT FOODS GROUP INC | COM | 50076Q106 | 18,094 | 207,689 | SH | SOLE | 207,689 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO | CL A | 55826P100 | 371,151 | 4,384,533 | SH | SOLE | 4,384,533 | 0 | 0 | ||
| MOLSON COORS BREWING CO | CL B | 60871R209 | 276,864 | 3,718,795 | SH | SOLE | 3,718,795 | 0 | 0 | ||
| PFIZER INC | COM | 717081103 | 238,659 | 6,860,000 | SH | SOLE | 6,860,000 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 165,120 | 4,298,869 | SH | SOLE | 4,298,869 | 0 | 0 | ||
| SALIX PHARMACEUTICALS INC | COM | 795435106 | 238,806 | 1,381,898 | SH | SOLE | 1,381,898 | 0 | 0 | ||
| STARWOOD HOTELS&RESORTS WRLD | COM | 85590A401 | 78,490 | 940,000 | SH | SOLE | 940,000 | 0 | 0 | ||
| TURQUOISE HILL RES LTD | COM | 900435108 | 126,990 | 40,701,935 | SH | SOLE | 40,701,935 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL B | 90130A200 | 409,648 | 12,458,868 | SH | SOLE | 12,458,868 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 137,037 | 3,083,642 | SH | SOLE | 3,083,642 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 431,403 | 15,715,962 | SH | SOLE | 15,715,962 | 0 | 0 | ||
| SANOFI | RIGHT 12/31/2020 | 80105N113 | 9,958 | 14,644,398 | SH | SOLE | 14,644,398 | 0 | 0 | ||
| SPDR GOLD TRUST | CALL | 78463V907 | 306,882 | 2,700,000 | SH | Call | SOLE | 2,700,000 | 0 | 0 | |
| INTERNATIONAL BUSINESS MACHS | CALL | 459200901 | 401,250 | 2,500,000 | SH | Call | SOLE | 2,500,000 | 0 | 0 | |
| AT&T INC | CALL | 00206R902 | 391,800 | 12,000,000 | SH | Call | SOLE | 12,000,000 | 0 | 0 | |
| WILLIAMS COS INC DEL | PUT | 969457950 | 151,770 | 3,000,000 | SH | Put | SOLE | 3,000,000 | 0 | 0 | |