ACADIA PHARMACEUTICALS INC COM 004225108 55780 2000000 SH SOLE 2000000 0 0 AETNA INC NEW COM 00817Y108 136647 900000 SH SOLE 900000 0 0 ALEXION PHARMACEUTICALS INC COM 015351109 82127 675000 SH SOLE 675000 0 0 ALLERGAN PLC SHS G0177J108 364635 1500000 SH SOLE 1500000 0 0 ALPHABET INC CAP STK CL C 02079K107 331686 365000 SH SOLE 365000 0 0 ALTABA INC COM 021346101 176243 3235000 SH SOLE 3235000 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 204166 1850000 SH SOLE 1850000 0 0 ASHLAND GLOBAL HLDGS INC COM 044186104 65910 1000000 SH SOLE 1000000 0 0 ATHENAHEALTH INC COM 04685W103 63248 450000 SH SOLE 450000 0 0 AXALTA COATING SYS LTD COM G0750C108 173245 5407150 SH SOLE 5407150 0 0 BANK AMER CORP COM 060505104 121300 5000000 SH SOLE 5000000 0 0 BIOGEN INC COM 09062X103 135680 500000 SH SOLE 500000 0 0 BROADCOM LTD SHS Y09827109 337922 1450000 SH SOLE 1450000 0 0 BUNGE LIMITED COM G16962105 37300 500000 SH SOLE 500000 0 0 CAESARS ACQUISITION CO CL A 12768T103 8177 429219 SH SOLE 429219 0 0 CAESARS ENTMT CORP COM 127686103 30000 2500000 SH SOLE 2500000 0 0 CASEYS GEN STORES INC COM 147528103 28384 265000 SH SOLE 265000 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 523498 1554099 SH SOLE 1554099 0 0 CLEAR CHANNEL OUTDOOR HLDGS CL A 18451C109 10549 2175000 SH SOLE 2175000 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 289213 4355613 SH SOLE 4355613 0 0 CONSTELLATION BRANDS INC CL A 21036P108 363244 1875000 SH SOLE 1875000 0 0 DELPHI AUTOMOTIVE PLC SHS G27823106 262950 3000000 SH SOLE 3000000 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 188090 3500000 SH SOLE 3500000 0 0 DELTA AIR LINES INC DEL CALL 247361702 13435 250000 SH SOLE 250000 0 0 DOW CHEM CO COM 260543103 110372 1750000 SH SOLE 1750000 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 100888 1250000 SH SOLE 1250000 0 0 FOREST CITY RLTY TR INC COM CL A 345605109 417537 17275000 SH SOLE 17275000 0 0 GLOBAL EAGLE ENTMT INC NOTE 2.750% 2/1 37951DAB8 8086 12250000 SH SOLE 12250000 0 0 GOODRICH PETE CORP COM PAR 382410843 8768 721345 SH SOLE 721345 0 0 HOME DEPOT INC COM 437076102 153400 1000000 SH SOLE 1000000 0 0 HUMANA INC COM 444859102 180465 750000 SH SOLE 750000 0 0 HYATT HOTELS CORP COM CL A 448579102 107142 1906100 SH SOLE 1906100 0 0 ISHARES TR NASDQ BIOTEC ETF 464287556 93024 300000 SH SOLE 300000 0 0 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 155500 1000000 SH SOLE 1000000 0 0 KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 14328 400000 SH SOLE 400000 0 0 LIBERTY BROADBAND CORP COM SER A 530307107 39984 466066 SH SOLE 466066 0 0 LIBERTY BROADBAND CORP COM SER C 530307305 83714 965000 SH SOLE 965000 0 0 LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 24056 460059 SH SOLE 460059 0 0 MGM RESORTS INTERNATIONAL COM 552953101 234675 7500000 SH SOLE 7500000 0 0 OMEGA HEALTHCARE INVS INC PUT 681936100 148590 4500000 SH SOLE 4500000 0 0 PAYPAL HLDGS INC COM 70450Y103 223536 4165000 SH SOLE 4165000 0 0 PEABODY ENERGY CORP NEW COM 704551100 8754 358043 SH SOLE 358043 0 0 POWERSHARES QQQ TRUST PUT 73935A104 667554 4850000 SH SOLE 4850000 0 0 PPG INDS INC COM 693506107 142948 1300000 SH SOLE 1300000 0 0 RPM INTL INC COM 749685103 41409 759100 SH SOLE 759100 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 323558 2398500 SH SOLE 2398500 0 0 SELECT ENERGY SVCS INC CL A COM 81617J301 21632 1780411 SH SOLE 1780411 0 0 SPIRIT RLTY CAP INC NEW COM 84860W102 259350 35000000 SH SOLE 35000000 0 0 STAR BULK CARRIERS CORP SHS PAR Y8162K204 30139 3065980 SH SOLE 3065980 0 0 SYNCHRONY FINL COM 87165B103 369768 12400000 SH SOLE 12400000 0 0 TESARO INC COM 881569107 1399 10000 SH SOLE 10000 0 0 TIME WARNER INC COM NEW 887317303 424947 4232115 SH SOLE 4232115 0 0 ULTRA PETROLEUM CORP COM NEW 903914208 30870 2845155 SH SOLE 2845155 0 0 VISA INC COM CL A 92826C839 178182 1900000 SH SOLE 1900000 0 0 ZAYO GROUP HLDGS INC COM 98919V105 268366 8685000 SH SOLE 8685000 0 0