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 |
| ACTAVIS PLC | SHS | G0083B108 | 105,636 | 473,600 | SH | SOLE | 473,600 | 0 | 0 | ||
| AMC NETWORKS INC | CL A | 00164V103 | 35,049 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | ||
| ANADARKO PETE CORP | COM | 032511107 | 10,947 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| BEST BUY INC | COM | 086516101 | 36,405 | 1,173,983 | SH | SOLE | 1,173,983 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 48,283 | 777,000 | SH | SOLE | 777,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 41,075 | 259,346 | SH | SOLE | 259,346 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 18,520 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | ||
| DISCOVERY COMMUNICATNS NEW | COM SER A | 25470F104 | 36,397 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 30,787 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
| GROUPON INC | COM CL A | 399473107 | 45,976 | 6,945,000 | SH | SOLE | 6,945,000 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 44,653 | 645,000 | SH | SOLE | 645,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 25,969 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| MEDTRONIC INC | COM | 585055106 | 16,259 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
| PFIZER INC | COM | 717081103 | 20,924 | 705,000 | SH | SOLE | 705,000 | 0 | 0 | ||
| STRATASYS LTD | SHS | M85548101 | 34,657 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
| TALISMAN ENERGY INC | COM | 87425E103 | 36,973 | 3,488,000 | SH | SOLE | 3,488,000 | 0 | 0 | ||
| TEVA PHARMACEUTICAL INDS LTD | ADR | 881624209 | 25,238 | 481,463 | SH | SOLE | 481,463 | 0 | 0 | ||
| THE ADT CORPORATION | COM | 00101J106 | 28,127 | 805,000 | SH | SOLE | 805,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 20,485 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 49,474 | 849,931 | SH | SOLE | 849,931 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 44,475 | 1,266,000 | SH | SOLE | 1,266,000 | 0 | 0 | ||
| ZIMMER HLDGS INC | COM | 98956P102 | 3,576 | 34,429 | SH | SOLE | 34,429 | 0 | 0 | ||