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
ALLERGAN PLC SHS G0177J108 125,777 402,486 SH   SOLE   402,486 0 0
CARMAX INC COM 143130102 14,021 259,800 SH Call SOLE   259,800 0 0
CARMAX INC COM 143130102 16,191 300,000 SH Put SOLE   300,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 62,547 341,600 SH   SOLE   341,600 0 0
COTY INC COM CL A 222070203 26,002 1,014,495 SH   SOLE   1,014,495 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 30,115 650,000 SH   SOLE   650,000 0 0
HILLTOP HOLDINGS INC COM 432748101 11,472 596,884 SH   SOLE   596,884 0 0
HORIZON PHARMA PLC SHS G4617B105 10,835 500,000 SH Call SOLE   500,000 0 0
KRAFT HEINZ CO COM 500754106 5,402 74,240 SH   SOLE   74,240 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 38,439 907,443 SH   SOLE   907,443 0 0
POST HLDGS INC COM 737446104 81,358 1,318,612 SH   SOLE   1,318,612 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 30,495 300,000 SH Call SOLE   300,000 0 0