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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACADIA PHARMACEUTICALS INC COM 004225108   54,386 1,443,738 SH   SOLE   1,443,738 0 0
ALEXION PHARMACEUTICALS INC COM 015351109   77,160 550,000 SH   SOLE   550,000 0 0
ALLERGAN PLC SHS G0177J108   246,110 1,200,829 SH   SOLE   1,200,829 0 0
ALPHABET INC CAP STK CL C 02079K107   287,733 300,000 SH   SOLE   300,000 0 0
ALTABA INC COM 021346101   34,485 520,600 SH   SOLE   520,600 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   119,300 1,000,000 SH   SOLE   1,000,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   382,620 3,500,000 SH   SOLE   3,500,000 0 0
AXALTA COATING SYS LTD COM G0750C108   144,600 5,000,000 SH   SOLE   5,000,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   65,149 700,000 SH   SOLE   700,000 0 0
BOEING CO COM 097023105   58,468 230,000 SH   SOLE   230,000 0 0
BROADCOM LTD SHS Y09827109   158,864 655,000 SH   SOLE   655,000 0 0
CAESARS ACQUISITION CO CL A 12768T103   9,207 429,219 SH   SOLE   429,219 0 0
CAESARS ENTMT CORP COM 127686103   33,375 2,500,000 SH   SOLE   2,500,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   480,941 1,323,376 SH   SOLE   1,323,376 0 0
CLEAR CHANNEL OUTDOOR HLDGS CL A 18451C109   10,139 2,180,324 SH   SOLE   2,180,324 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   249,615 3,441,068 SH   SOLE   3,441,068 0 0
COMCAST CORP NEW CL A 20030N101   91,325 2,373,312 SH   SOLE   2,373,312 0 0
CONSTELLATION BRANDS INC CL A 21036P108   349,038 1,750,000 SH   SOLE   1,750,000 0 0
D R HORTON INC COM 23331A109   598,950 15,000,000 SH   SOLE   15,000,000 0 0
DEERE & CO COM 244199105   87,913 700,000 SH   SOLE   700,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106   184,500 1,875,000 SH   SOLE   1,875,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   48,181 999,190 SH   SOLE   999,190 0 0
DOWDUPONT INC COM 26078J100   346,150 5,000,000 SH   SOLE   5,000,000 0 0
FOREST CITY RLTY TR INC COM CL A 345605109   420,915 16,500,000 SH   SOLE   16,500,000 0 0
GLOBAL EAGLE ENTMT INC NOTE 2.750% 2/1 37951DAB8   8,107 12,250,000 SH   SOLE   12,250,000 0 0
GOGO INC COM 38046C109   38,382 3,250,000 SH   SOLE   3,250,000 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106   2,177 97,362 SH   SOLE   97,362 0 0
HOME DEPOT INC COM 437076102   163,560 1,000,000 SH   SOLE   1,000,000 0 0
HUMANA INC COM 444859102   171,122 702,384 SH   SOLE   702,384 0 0
HYATT HOTELS CORP COM CL A 448579102   215,097 3,481,100 SH   SOLE   3,481,100 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   148,180 1,000,000 SH   SOLE   1,000,000 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   190,125 1,300,000 SH   SOLE   1,300,000 0 0
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303   89,816 2,180,000 SH   SOLE   2,180,000 0 0
LIBERTY BROADBAND CORP COM SER A 530307107   44,230 469,636 SH   SOLE   469,636 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   92,614 971,820 SH   SOLE   971,820 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856   71,004 1,233,776 SH   SOLE   1,233,776 0 0
MGM RESORTS INTERNATIONAL COM 552953101   309,605 9,500,000 SH   SOLE   9,500,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   90,031 625,000 SH   SOLE   625,000 0 0
SOCIAL CAP HEDOSOPHIA HLDGS UNIT 99/99/9999 G8250R111   26,375 2,500,000 SH   SOLE   2,500,000 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102   188,540 22,000,000 SH   SOLE   22,000,000 0 0
SYNCHRONY FINL COM 87165B103   353,970 11,400,000 SH   SOLE   11,400,000 0 0
TESARO INC COM 881569107   51,640 400,000 SH   SOLE   400,000 0 0
TIME WARNER INC COM NEW 887317303   204,900 2,000,000 SH   SOLE   2,000,000 0 0
ULTRA PETROLEUM CORP COM NEW 903914208   17,876 2,061,823 SH   SOLE   2,061,823 0 0
VISA INC COM CL A 92826C839   199,956 1,900,000 SH   SOLE   1,900,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105   298,938 8,685,000 SH   SOLE   8,685,000 0 0