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
ABBVIE INC COM 00287Y109 12,078 179,760 SH   SOLE   179,760 0 0
AETNA INC NEW COM 00817Y108 23,962 188,000 SH   SOLE   188,000 0 0
ALLERGAN PLC PFD CONV SER A G0177J116 15,675 15,000 SH   SOLE   15,000 0 0
ALLERGAN PLC COM G0177J108 468,816 1,544,903 SH   SOLE   1,544,903 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 592,242 72,846,529 SH   SOLE   72,846,529 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 128,995 1,068,991 SH   SOLE   1,068,991 0 0
APPLIED MATLS INC COM 038222105 134,540 7,000,000 SH Call SOLE   7,000,000 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 827 100,000 SH   SOLE   100,000 0 0
AUTONATION INC COM 05329W102 76,347 1,212,241 SH   SOLE   1,212,241 0 0
AXIALL CORP COM 05463D100 19,755 548,000 SH   SOLE   548,000 0 0
B/E AEROSPACE INC COM 073302101 364,037 6,630,908 SH   SOLE   6,630,908 0 0
BALL CORP COM 058498906 170,697 2,433,311 SH   SOLE   2,433,311 0 0
CALIFORNIA RES CORP COM 13057Q107 7,701 1,275,000 SH   SOLE   1,275,000 0 0
CBS CORP NEW CL B 124857202 61,050 1,100,000 SH   SOLE   1,100,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 157,425 2,272,962 SH   SOLE   2,272,962 0 0
CIT GROUP INC COM NEW 125581801 70,571 1,517,972 SH   SOLE   1,517,972 0 0
ENDO INTL PLC SHS G30401106 125,823 1,579,696 SH   SOLE   1,579,696 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 101,192 3,942,046 SH   SOLE   3,942,046 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 754,724 20,403,470 SH   SOLE   20,403,470 0 0
GOOGLE INC CL A 38259P508 48,604 90,000 SH   SOLE   90,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 21,494 236,638 SH   SOLE   236,638 0 0
HUMANA INC COM 444859102 24,484 128,000 SH   SOLE   128,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 271,364 1,213,560 SH   SOLE   1,213,560 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 15,960 175,000 SH   SOLE   175,000 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 9,523 165,675 SH   SOLE   165,675 0 0
MCDONALDS CORP COM 580135101 38,503 405,000 SH   SOLE   405,000 0 0
MEDICINES CO COM 584688105 88,313 3,086,803 SH   SOLE   3,086,803 0 0
MOLSON COORS BREWING CO CL B 60871R209 171,796 2,460,915 SH   SOLE   2,460,915 0 0
MONSANTO CO NEW COM 61166W101 31,977 300,000 SH   SOLE   300,000 0 0
PANDORA MEDIA INC COM 698354107 23,287 1,498,507 SH   SOLE   1,498,507 0 0
PERRIGO CO PLC SHS G97822103 66,596 360,310 SH   SOLE   360,310 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 241,379 9,436,222 SH   SOLE   9,436,222 0 0
SIGNET JEWELERS LIMITED SHS G81276100 656,854 5,122,070 SH   SOLE   5,122,070 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 40,545 500,000 SH Call SOLE   500,000 0 0
TEKMIRA PHARMACEUTICALS CORP COM NEW 87911B209 793 66,900 SH   SOLE   66,900 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 23,936 405,000 SH   SOLE   405,000 0 0
TIME WARNER INC COM NEW 887317303 253,360 2,898,525 SH   SOLE   2,898,525 0 0
VIACOM INC NEW CL B 92553P201 58,124 899,191 SH   SOLE   899,191 0 0
WILLIAMS COS INC DEL COM 969457100 2,392,185 41,682,960 SH   SOLE   41,682,960 0 0
YUM BRANDS INC COM 988498101 1,377,171 15,288,309 SH   SOLE   15,288,309 0 0