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
AIR PRODUCTS & CHEMICALS INC COM 009158106 32,188,000 250,260 SH   SOLE   250,260 0 0
ALLERGAN INC COM 018490102 2,102,000 12,420 SH   SOLE   12,420 0 0
ALTISOURCE RESIDENTIAL CORP CLB 02153W100 8,151,000 313,139 SH   SOLE   313,139 0 0
ALTISOURCE ASSET MGMT CORP COM 02153X108 66,930,000 92,565 SH   SOLE   92,565 0 0
ATHLON ENERGY INC COM 047477104 31,125,000 652,523 SH   SOLE   652,523 0 0
AUTOZONE INC COM 053332102 11,315,000 21,100 SH   SOLE   21,100 0 0
CBS CORP NEW CL B 124857202 5,704,000 91,800 SH   SOLE   91,800 0 0
CABOT OIL & GAS CORP COM 127097103 2,356,000 69,000 SH   SOLE   69,000 0 0
CANADIAN PACIFIC RAILWAY LTD COM 13645T100 35,485,000 195,900 SH   SOLE   195,900 0 0
CHENIERE ENERGY INC COM NEW 16411R208 15,566,000 217,100 SH   SOLE   217,100 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 14,423,000 372,500 SH   SOLE   372,500 0 0
DIAMONDBACK ENERGY INC COM 25278X109 38,558,000 434,217 SH   SOLE   434,217 0 0
DISNEY WALT CO COM DISNEY 254687106 14,514,000 169,274 SH   SOLE   169,274 0 0
DISH NETWORK CORP CL A 25470M109 8,386,000 128,860 SH   SOLE   128,860 0 0
EQT CORP COM 26884L109 49,762,000 465,500 SH   SOLE   465,500 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 5,123,000 44,500 SH   SOLE   44,500 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 13,404,000 101,700 SH   SOLE   101,700 0 0
HALLIBURTON CO COM 406216101 937,000 13,200 SH   SOLE   13,200 0 0
HOWARD HUGHES CORP COM 44267D107 881,000 5,584 SH   SOLE   5,584 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 42,863,000 580,806 SH   SOLE   580,806 0 0
NORTHSTAR REALTY FINANCE CORP COM 66704R100 97,088,000 5,586,200 SH   SOLE   5,586,200 0 0
NORTHSTAR REALTY FINANCE CORP COM 66704R100 8,690,000 500,000 SH Call SOLE   500,000 0 0
NOW INC COM 67011P100 37,051,000 1,023,230 SH   SOLE   1,023,230 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 14,213,000 507,070 SH   SOLE   507,070 0 0
QUINPARIO ACQUISITION CORP COM 74874R108 670,000 492,600 SH Call SOLE   492,600 0 0
RYDER SYSTEM INC COM 783549108 29,704,000 337,200 SH   SOLE   337,200 0 0
SEMGROUP CORP CL A 81663A105 36,003,000 456,600 SH   SOLE   456,600 0 0
STANDEX INTL CORP COM 854231107 760,000 10,200 SH   SOLE   10,200 0 0
TARGA RES CORP COM 87612G101 25,206,000 180,600 SH   SOLE   180,600 0 0
TIME WARNER INC COM NEW 887317303 30,267,000 430,842 SH   SOLE   430,842 0 0
TRANSDIGM GROUP INC COM 893641100 11,089,000 66,300 SH   SOLE   66,300 0 0
UNITED RENTALS INC COM 911363109 7,644,000 72,986 SH   SOLE   72,986 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 20,201,000 160,176 SH   SOLE   160,176 0 0
WATSCO INC COM 942622200 22,114,000 215,200 SH   SOLE   215,200 0 0
WESTLAKE CHEMICAL CORPORATION COM 960413102 33,127,000 395,500 SH   SOLE   395,500 0 0
WILLIAMS COS INC DEL COM 969457100 46,556,000 799,800 SH   SOLE   799,800 0 0
WPX ENERGY, INC. COM 98212B103 18,934,000 791,900 SH   SOLE   791,900 0 0
ABENGOA YIELD PLC ORD SHS G00349103 10,931,000 289,038 SH   SOLE   289,038 0 0
ACTAVIS PLC SHS G0083B108 29,643,000 132,900 SH   SOLE   132,900 0 0
ENDO INTERNATIONAL PLC SHS G30401106 8,451,000 120,700 SH   SOLE   120,700 0 0
LIBERTY GLOBAL, PLC SHS CL A G5480U104 369,000 8,350 SH   SOLE   8,350 0 0
LIBERTY GLOBAL, PLC SHS CL C G5480U120 25,936,000 613,000 SH   SOLE   613,000 0 0
CONSTELLIUM NV CL A N22035104 2,286,000 71,300 SH   SOLE   71,300 0 0
HILTON WORLDWIDE HOLDINGS INC COM 43300A104 27,680,000 1,188,000 SH   SOLE   1,188,000 0 0
SCHLUMBERGER LTD COM 806857108 7,549,000 64,000 SH   SOLE   64,000 0 0
SUSSER PETE PARTNERS LP COM U REP LP 869239103 1,389,000 29,607 SH   SOLE   29,607 0 0