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 | 76,544 | 1,405,000 | SH | SOLE | 1,405,000 | 0 | 0 | ||
| ANADARKO PETE CORP | COM | 032511107 | 2,786 | 61,453 | SH | SOLE | 61,453 | 0 | 0 | ||
| ARCONIC INC | COM | 03965L100 | 3,175 | 140,187 | SH | SOLE | 140,187 | 0 | 0 | ||
| BARD C R INC | COM | 067383109 | 20,547 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| BROCADE COMMUNICATIONS SYS I | COM NEW | 111621306 | 35,308 | 2,800,000 | SH | SOLE | 2,800,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 78,707 | 2,815,000 | SH | SOLE | 2,815,000 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 7,413 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| COTY INC | COM CL A | 222070203 | 1,876 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DUPONT FABROS TECHNOLOGY INC | COM | 26613Q106 | 22,385 | 366,000 | SH | SOLE | 366,000 | 0 | 0 | ||
| ENERGY XXI GULF COAST INC | COM | 29276K101 | 25,070 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 3,849 | 320,500 | SH | SOLE | 320,500 | 0 | 0 | ||
| GLOBAL BLOOD THERAPEUTICS IN | COM | 37890U108 | 821 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| HALCON RES CORP | *W EXP 09/09/202 | 40537Q118 | 428 | 690,163 | SH | SOLE | 690,163 | 0 | 0 | ||
| HALCON RES CORP | COM PAR NEW | 40537Q605 | 51,281 | 11,295,290 | SH | SOLE | 11,295,290 | 0 | 0 | ||
| MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 376,800 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 15,902 | 110,000 | SH | Call | SOLE | 110,000 | 0 | 0 | |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 438,263 | 4,004,227 | SH | SOLE | 4,004,227 | 0 | 0 | ||
| ONEBEACON INSURANCE GROUP LT | CL A | G67742109 | 938 | 51,479 | SH | SOLE | 51,479 | 0 | 0 | ||
| REYNOLDS AMERICAN INC | COM | 761713106 | 11,863 | 182,400 | SH | SOLE | 182,400 | 0 | 0 | ||
| RICE ENERGY INC | COM | 762760106 | 30,625 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| SANCHEZ ENERGY CORP | COM | 79970Y105 | 1,687 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| SANDRIDGE ENERGY INC | COM NEW | 80007P869 | 42,423 | 2,465,000 | SH | SOLE | 2,465,000 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 1,589 | 35,500 | SH | SOLE | 35,500 | 0 | 0 | ||
| SPECTRANETICS CORP | COM | 84760C107 | 5,990 | 156,000 | SH | SOLE | 156,000 | 0 | 0 | ||
| SPRINT CORP | COM SER 1 | 85207U105 | 222 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 4,395 | 72,500 | SH | SOLE | 72,500 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 4,781 | 275,900 | SH | SOLE | 275,900 | 0 | 0 | ||
| TEGNA INC | COM | 87901J105 | 4,899 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
| TESORO CORP | COM | 881609101 | 4,048 | 43,250 | SH | SOLE | 43,250 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 20,082 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 2,197 | 127,000 | SH | SOLE | 127,000 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 2,482 | 31,700 | SH | SOLE | 31,700 | 0 | 0 | ||
| WESTAR ENERGY INC | COM | 95709T100 | 5,573 | 105,102 | SH | SOLE | 105,102 | 0 | 0 | ||