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 |
| AIR PRODS & CHEMS INC | COM | 009158106 | 9,829 | 75,500 | SH | SOLE | 75,500 | 0 | 0 | ||
| B/E AEROSPACE INC | COM | 073302101 | 3,131 | 37,300 | SH | SOLE | 37,300 | 0 | 0 | ||
| BLOCK H & R INC | COM | 093671105 | 17,273 | 557,000 | SH | SOLE | 557,000 | 0 | 0 | ||
| BLOCK H & R INC | COM | 093671105 | 4,652 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
| CARTER INC | COM | 146229109 | 8,283 | 106,850 | SH | SOLE | 106,850 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 5,298 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 24 | 300 | SH | SOLE | 300 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 20,408 | 255,000 | SH | Call | SOLE | 255,000 | 0 | 0 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 3,183 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 5,278 | 32,200 | SH | SOLE | 32,200 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 1,768 | 43,118 | SH | SOLE | 43,118 | 0 | 0 | ||
| LIBERTY TRIPADVISOR HLDGS IN | COM SER A | 531465102 | 11,696 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 13,000 | 175,870 | SH | SOLE | 175,870 | 0 | 0 | ||
| MCGRAW HILL FINL INC | COM | 580645109 | 10,556 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| NIELSEN N V | COM | N63218106 | 2,217 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 7,557 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 7,558 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 988 | 10,803 | SH | SOLE | 10,803 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 25,912 | 197,500 | SH | SOLE | 197,500 | 0 | 0 | ||
| WALGREEN CO | COM | 931422109 | 7,215 | 121,737 | SH | SOLE | 121,737 | 0 | 0 | ||
| WINTHROP RLTY TR | SH BEN INT NEW | 976391300 | 5,651 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||