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
AETNA INC NEWCOM00817Y108167,058823,555SH SOLE 823,55500
AKEBIA THERAPEUTICS INCCOM00972D1059,8831,119,286SH SOLE 1,119,28600
ALPHABET INCCAP STK CL A02079K305149,819124,117SH SOLE 124,11700
ALTABA INCCOM021346101256,8023,769,842SH SOLE 3,769,84200
AMERCOCOM023586100205,446576,045SH SOLE 576,04500
ASBURY AUTOMOTIVE GROUP INCCOM043436104108,9751,585,091SH SOLE 1,585,09100
BARNES & NOBLE ED INCCOM06777U10133,8255,872,465SH SOLE 5,872,46500
CAMPING WORLD HLDGS INCCL A13462K10949,6352,328,100SH SOLE 2,328,10000
CLEAR CHANNEL OUTDOOR HLDGSCL A18451C10919,9593,354,390SH SOLE 3,354,39000
EXPRESS SCRIPTS HLDG COCOM30219G108303,3013,192,304SH SOLE 3,192,30400
FRANKLIN RES INCCOM354613101302,4289,945,023SH SOLE 9,945,02300
GLOBAL EAGLE ENTMT INCCOM37951D10218,3936,522,429SH SOLE 6,522,42900
KERYX BIOPHARMACEUTICALS INCCOM49251510130,9709,108,867SH SOLE 9,108,86700
KINDER MORGAN INC DELCOM49456B101155,3408,761,405SH SOLE 8,761,40500
LITHIA MTRS INCCL A536797103163,3202,000,000SH SOLE 2,000,00000
O REILLY AUTOMOTIVE INC NEWCOM67103H107306,751883,194SH SOLE 883,19400
OCH ZIFF CAP MGMT GROUPCL A67551U10532,91322,238,592SH SOLE 22,238,59200
SHIRE PLCSPONSORED ADR82481R106407,3382,247,133SH SOLE 2,247,13300
SUBURBAN PROPANE PARTNERS LUNIT LTD PARTN86448210470,3162,988,346SH SOLE 2,988,34600
TEVA PHARMACEUTICAL INDS LTDSPONSORED ADR881624209420,51219,522,372SH SOLE 19,522,37200
WESTERN UN COCOM959802109403,41421,165,498SH SOLE 21,165,49800
WILLIS TOWERS WATSON PUB LTDSHSG96629103166,7721,183,287SH SOLE 1,183,28700