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
ACTAVIS PLC SHS G0083B108 151,632 736,613 SH   SOLE   736,613 0 0
ALLERGAN INC COM 018490102 111,690 900,000 SH Call SOLE   900,000 0 0
ALLERGAN INC COM 018490102 124 1,000 SH   SOLE   1,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 171,927 2,100,000 SH   SOLE   2,100,000 0 0
ANADARKO PETE CORP COM 032511107 135,750 1,601,580 SH   SOLE   1,601,580 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 47,512 451,203 SH   SOLE   451,203 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 806 100,000 SH   SOLE   100,000 0 0
CBS CORP NEW CL B 124857202 198,118 3,205,792 SH   SOLE   3,205,792 0 0
CENTERPOINT ENERGY INC COM 15189T107 23,514 992,570 SH   SOLE   992,570 0 0
CF INDS HLDGS INC COM 125269100 261 1,000 SH   SOLE   1,000 0 0
COMMONWEALTH REIT COM SH BEN INT 203233101 149,259 5,675,250 SH   SOLE   5,675,250 0 0
CROWN CASTLE INTL CORP CNV PFD STK SR A 228227500 3,539 35,000 SH   SOLE   35,000 0 0
CROWN CASTLE INTL CORP COM 228227104 259,395 3,515,796 SH   SOLE   3,515,796 0 0
DANAHER CORP DEL COM 235851102 126,173 1,682,312 SH   SOLE   1,682,312 0 0
DOLLAR GEN CORP NEW COM 256677105 241,890 4,359,956 SH   SOLE   4,359,956 0 0
EASTMAN CHEM CO COM 277432100 68,855 798,684 SH   SOLE   798,684 0 0
ENDO INTL PLC SHS G30401106 32,441 472,559 SH   SOLE   472,559 0 0
EQT CORP COM 26884L109 54,690 563,993 SH   SOLE   563,993 0 0
EVERTEC INC COM 30040P103 65,460 2,650,200 SH   SOLE   2,650,200 0 0
FAMILY DLR STORES INC COM 307000109 33,918 584,700 SH Put SOLE   584,700 0 0
FAMILY DLR STORES INC COM 307000109 58 1,000 SH   SOLE   1,000 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 574,898 18,285,547 SH   SOLE   18,285,547 0 0
GENERAL MTRS CO COM 37045V100 51,630 1,500,000 SH Call SOLE   1,500,000 0 0
HCA HOLDINGS INC COM 40412C101 215,863 4,111,679 SH   SOLE   4,111,679 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 70,326 985,100 SH   SOLE   985,100 0 0
ISTAR FINL INC COM 45031U101 43,297 2,933,406 SH   SOLE   2,933,406 0 0
KROGER CO COM 501044101 21,825 500,000 SH Call SOLE   500,000 0 0
LAMAR ADVERTISING CO CL A 512815101 25,495 500,000 SH Call SOLE   500,000 0 0
LAMAR ADVERTISING CO CL A 512815101 63,738 1,250,000 SH Put SOLE   1,250,000 0 0
LAMAR ADVERTISING CO CL A 512815101 64,776 1,270,362 SH   SOLE   1,270,362 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 212,882 5,439,000 SH   SOLE   5,439,000 0 0
LIFEPOINT HOSPITALS INC COM 53219L109 8,442 154,759 SH   SOLE   154,759 0 0
MADISON SQUARE GARDEN CO CL A 55826P100 45,697 804,814 SH   SOLE   804,814 0 0
MONSANTO CO NEW COM 61166W101 51,167 449,744 SH   SOLE   449,744 0 0
MYLAN INC COM 628530107 29,298 600,000 SH Call SOLE   600,000 0 0
MYLAN INC COM 628530107 32,203 659,500 SH   SOLE   659,500 0 0
NATIONSTAR MTG HLDGS INC COM 63861C109 82,773 2,550,000 SH Call SOLE   2,550,000 0 0
NATIONSTAR MTG HLDGS INC COM 63861C109 3,521 108,468 SH   SOLE   108,468 0 0
NCR CORP NEW COM 62886E108 64,686 1,769,796 SH   SOLE   1,769,796 0 0
PEPSICO INC COM 713448108 62,425 747,600 SH   SOLE   747,600 0 0
PHILLIPS 66 COM 718546104 15,412 199,998 SH   SOLE   199,998 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 38,970 2,045,645 SH   SOLE   2,045,645 0 0
SBA COMMUNICATIONS CORP COM 78388J106 63,672 700,000 SH   SOLE   700,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 581,238 5,490,633 SH   SOLE   5,490,633 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 179,575 2,500,000 SH Put SOLE   2,500,000 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 26,420 500,000 SH Call SOLE   500,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 60,120 500,000 SH Call SOLE   500,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 293,361 2,439,794 SH   SOLE   2,439,794 0 0
TIME WARNER CABLE INC COM 88732J207 13,718 100,000 SH   SOLE   100,000 0 0
TIME WARNER INC COM NEW 887317303 105,835 1,620,000 SH   SOLE   1,620,000 0 0
TW TELECOM INC COM 87311L104 239,470 7,660,595 SH   SOLE   7,660,595 0 0
VIACOM INC NEW CL B 92553P201 42,495 500,000 SH Call SOLE   500,000 0 0
VIACOM INC NEW CL B 92553P201 105,388 1,240,008 SH   SOLE   1,240,008 0 0
VIVUS INC COM 928551100 5,421 912,706 SH   SOLE   912,706 0 0
WALGREEN CO COM 931422109 29,449 446,000 SH   SOLE   446,000 0 0
WILLIAMS COS INC DEL COM 969457100 1,691,495 41,682,960 SH   SOLE   41,682,960 0 0
ZALE CORP NEW COM 988858106 32,904 1,573,594 SH   SOLE   1,573,594 0 0