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
ADIENT PLC ORD SHS G0084W101 19,431 267,387 SH   SOLE   267,387 0 0
ADVANCEPIERRE FOODS HLDGS IN COM 00782L107 19,526 626,437 SH   SOLE   626,437 0 0
AETNA INC NEW COM 00817Y108 45,886 359,749 SH   SOLE   359,749 0 0
ALLERGAN PLC SHS G0177J108 29,321 122,724 SH   SOLE   122,724 0 0
ALPHABET INC CAP STK CL A 02079K305 46,643 55,017 SH   SOLE   55,017 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 29,833 477,868 SH   SOLE   477,868 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 41,759 1,717,078 SH   SOLE   1,656,228 0 60,850
ARAMARK COM 03852U106 44,033 1,194,269 SH   SOLE   1,194,269 0 0
BELLEROPHON THERAPEUTICS INC COM 078771102 15,756 10,574,171 SH   SOLE 1 10,574,171 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 13,898 42,460 SH   SOLE   42,460 0 0
CIT GROUP INC COM NEW 125581801 45,081 1,050,099 SH   SOLE   1,050,099 0 0
CITIZENS FINL GROUP INC COM 174610105 14,609 422,837 SH   SOLE   422,837 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 35,165 590,815 SH   SOLE   590,815 0 0
COMPUTER SCIENCES CORP COM 205363104 51,146 741,139 SH   SOLE   741,139 0 0
CONSTELLATION BRANDS INC CL A 21036P108 20,426 126,034 SH   SOLE   126,034 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 40,061 1,283,175 SH   SOLE   1,283,175 0 0
FIRST DATA CORP NEW COM CL A 32008D106 29,835 1,924,811 SH   SOLE   1,924,811 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 31,519 2,449,053 SH   SOLE   2,449,053 0 0
HAMILTON LANE INC CL A 407497106 3,062 163,985 SH   SOLE   163,985 0 0
HCA HOLDINGS INC COM 40412C101 34,812 391,195 SH   SOLE   391,195 0 0
HD SUPPLY HLDGS INC COM 40416M105 17,865 434,406 SH   SOLE   434,406 0 0
IAC INTERACTIVECORP COM 44919P508 33,037 448,145 SH   SOLE   448,145 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 45,858 765,966 SH   SOLE   765,966 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 22,092 485,742 SH   SOLE   485,742 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 25,117 700,212 SH   SOLE   700,212 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 22,549 643,533 SH   SOLE   643,533 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 39,822 1,790,539 SH   SOLE   1,790,539 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 60,847 1,563,383 SH   SOLE   1,563,383 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 15,962 488,149 SH   SOLE   488,149 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 34,334 426,092 SH   SOLE   410,312 0 15,780
MCKESSON CORP COM 58155Q103 24,805 167,307 SH   SOLE   167,307 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 30,334 669,632 SH   SOLE   641,989 0 27,643
PPG INDS INC COM 693506107 43,015 409,353 SH   SOLE   409,353 0 0
REGAL ENTMT GROUP CL A 758766109 30,949 1,370,653 SH   SOLE   1,370,653 0 0
SHIRE PLC SPONSORED ADR 82481R106 38,585 221,461 SH   SOLE   221,461 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 167,163 709,100 SH Put SOLE   709,100 0 0
SYNCHRONY FINL COM 87165B103 44,715 1,303,634 SH   SOLE   1,303,634 0 0
TRANSCANADA CORP COM 89353D107 35,721 774,027 SH   SOLE   774,027 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 32,611 262,042 SH   SOLE   262,042 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 26,912 445,187 SH   SOLE   427,880 0 17,307
WILLIS TOWERS WATSON PUB LTD SHS G96629103 34,250 261,668 SH   SOLE   261,668 0 0