AIR PRODS & CHEMS INC COM 009158106 75888 637500 SH SOLE 637500 0 0 ARMSTRONG WORLD INDS INC NEW COM 04247X102 21300 400000 SH SOLE 400000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 90774 1640000 SH SOLE 1640000 0 0 COMCAST CORP NEW CL A 20030N101 45787 915000 SH SOLE 915000 0 0 DOLLAR GEN CORP NEW COM 256677105 50209 905000 SH SOLE 905000 0 0 JARDEN CORP COM 471109108 39488 660000 SH SOLE 660000 0 0 LAMAR ADVERTISING CO CL A 512815101 51000 1000000 SH SOLE 1000000 0 0 MYLAN INC COM 628530107 56887 1165000 SH SOLE 1165000 0 0 NEXSTAR BROADCASTING GROUP I CL A 65336K103 18274 487060 SH SOLE 487060 0 0 SIGNET JEWELERS LIMITED SHS G81276100 85223 805050 SH SOLE 805050 0 0 TIME WARNER CABLE INC COM 88732J207 26887 196000 SH SOLE 196000 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 12366 386813 SH SOLE 386813 0 0