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 |
| ALTABA INC | COM | 021346101 | 25,942 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | *W EXP 01/19/202 | 026874156 | 7,854 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 45,512 | 542,000 | SH | SOLE | 542,000 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 82,770 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| BEMIS CO INC | COM | 081437105 | 8,570 | 154,471 | SH | SOLE | 154,471 | 0 | 0 | ||
| BHP GROUP PLC | SPONSORED ADR | 05545E209 | 16,898 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| CELGENE CORP | COM | 151020104 | 91,415 | 969,000 | SH | SOLE | 969,000 | 0 | 0 | ||
| CENTENE CORP DEL | COM | 15135B101 | 10,620 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| COLGATE PALMOLIVE CO | COM | 194162103 | 41,124 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 100,909 | 908,842 | SH | SOLE | 908,842 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 263 | 7,200 | SH | SOLE | 7,200 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 18,389 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| FOX CORP | CL A COM | 35137L105 | 31,203 | 849,997 | SH | SOLE | 849,997 | 0 | 0 | ||
| FOX CORP | CL B COM | 35137L204 | 23,932 | 667,000 | SH | SOLE | 667,000 | 0 | 0 | ||
| INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 51,440 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| LIBERTY EXPEDIA HLDGS INC | SER A COM | 53046P109 | 6,420 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 15,678 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 15,272 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| QUAD / GRAPHICS INC | COM CL A | 747301109 | 2,231 | 187,500 | SH | SOLE | 187,500 | 0 | 0 | ||
| RED HAT INC | COM | 756577102 | 41,108 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| RIO TINTO PLC | SPONSORED ADR | 767204100 | 17,655 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 45,789 | 662,650 | SH | SOLE | 662,650 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 84,440 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| VERSUM MATLS INC | COM | 92532W103 | 25,281 | 502,500 | SH | SOLE | 502,500 | 0 | 0 | ||