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
ALLERGAN PLC SHS G0177J108 8,995 29,640 SH   SOLE   29,640 0 0
ALTRIA GROUP INC COM 02209S103 6,231 127,400 SH   SOLE   127,400 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 12,821 207,400 SH   SOLE   207,400 0 0
ANTHEM INC COM 036752103 14,608 89,000 SH   SOLE   89,000 0 0
APPLE INC COM 037833100 11,853 94,500 SH   SOLE   94,500 0 0
AUTONATION INC COM 05329W102 1,020 16,200 SH   SOLE   16,200 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,936 50,960 SH   SOLE   50,960 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 14,386 352,000 SH   SOLE   352,000 0 0
BROOKDALE SR LIVING INC COM 112463104 972 28,000 SH   SOLE   28,000 0 0
COLFAX CORP COM 194014106 5,598 121,300 SH   SOLE   121,300 0 0
COMCAST CORP NEW CL A SPL 20030N200 8,871 148,000 SH   SOLE   148,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,091 9,400 SH   SOLE   9,400 0 0
CROWN HOLDINGS INC COM 228368106 7,831 148,000 SH   SOLE   148,000 0 0
D R HORTON INC COM 23331A109 5,882 215,000 SH   SOLE   215,000 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 8,225 103,500 SH   SOLE   103,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 4,930 120,000 SH   SOLE   120,000 0 0
DIRECTV COM 25490A309 8,565 92,300 SH   SOLE   92,300 0 0
DISNEY WALT CO COM DISNEY 254687106 11,585 101,500 SH   SOLE   101,500 0 0
EQUINIX INC COM PAR $0.001 29444U700 12,734 50,135 SH   SOLE   50,135 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 11,295 127,000 SH   SOLE   127,000 0 0
FACEBOOK INC CL A 30303M102 5,652 65,900 SH   SOLE   65,900 0 0
FEDERATED INVS INC PA CL B 314211103 8,597 256,700 SH   SOLE   256,700 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 984 26,600 SH   SOLE   26,600 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 977 63,500 SH   SOLE   63,500 0 0
FISERV INC COM 337738108 12,143 146,600 SH   SOLE   146,600 0 0
HEWLETT PACKARD CO COM 428236103 2,844 94,800 SH Call SOLE   94,800 0 0
INTEL CORP COM 458140100 10,067 331,000 SH   SOLE   331,000 0 0
JPMORGAN CHASE & CO COM 46625H100 3,862 57,000 SH   SOLE   57,000 0 0
KRAFT FOODS GROUP INC COM 50076Q106 8,454 99,300 SH   SOLE   99,300 0 0
LENNAR CORP CL A 526057104 5,768 113,000 SH   SOLE   113,000 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 1,580 30,000 SH   SOLE   30,000 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 765 15,000 SH   SOLE   15,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 7,950 155,400 SH   SOLE   155,400 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 7,793 144,126 SH   SOLE   144,126 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 7,816 154,382 SH   SOLE   154,382 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 1,084 27,600 SH   SOLE   27,600 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 793 22,000 SH   SOLE   22,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C 531229300 9,298 259,000 SH   SOLE   259,000 0 0
LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 1,272 39,470 SH   SOLE   39,470 0 0
LOCKHEED MARTIN CORP COM 539830109 9,481 51,000 SH   SOLE   51,000 0 0
LOWES COS INC COM 548661107 8,706 130,000 SH   SOLE   130,000 0 0
MASTERCARD INC CL A 57636Q104 6,590 70,500 SH   SOLE   70,500 0 0
MICRON TECHNOLOGY INC COM 595112103 3,203 170,000 SH   SOLE   170,000 0 0
NEWMARKET CORP COM 651587107 12,429 28,000 SH   SOLE   28,000 0 0
NVR INC COM 62944T105 918 685 SH   SOLE   685 0 0
PFIZER INC COM 717081103 9,757 291,000 SH   SOLE   291,000 0 0
PHILIP MORRIS INTL INC COM 718172109 6,213 77,500 SH   SOLE   77,500 0 0
PIONEER NAT RES CO COM 723787107 5,561 40,100 SH   SOLE   40,100 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 7,408 289,600 SH   SOLE   289,600 0 0
PPG INDS INC COM 693506107 9,178 80,000 SH   SOLE   80,000 0 0
PRICELINE GRP INC COM NEW 741503403 6,217 5,400 SH   SOLE   5,400 0 0
REMY INTL INC NEW COM 75971M108 803 36,330 SH   SOLE   36,330 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 1,359 20,790 SH   SOLE   20,790 0 0
SPIRIT AIRLS INC COM 848577102 435 7,000 SH   SOLE   7,000 0 0
SYMETRA FINL CORP COM 87151Q106 1,317 54,500 SH   SOLE   54,500 0 0
UNION PAC CORP COM 907818108 8,202 86,000 SH   SOLE   86,000 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 8,442 38,000 SH   SOLE   38,000 0 0
VISA INC COM CL A 92826C839 6,514 97,000 SH   SOLE   97,000 0 0
WELLS FARGO & CO NEW COM 949746101 11,979 213,000 SH   SOLE   213,000 0 0