The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
AIR PRODS & CHEMS INC | COM | 009158106 | 104,375 | 811,500 | SH | SOLE | 811,500 | 0 | 0 | ||
ALLERGAN INC | COM | 018490102 | 82,918 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | ||
ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 60,014 | 1,045,000 | SH | SOLE | 1,045,000 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 114,003 | 1,590,000 | SH | SOLE | 1,590,000 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 44,018 | 820,000 | SH | SOLE | 820,000 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 37,653 | 64,400 | SH | SOLE | 64,400 | 0 | 0 | ||
LAMAR ADVERTISING CO | CL A | 512815101 | 53,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
MYLAN INC | COM | 628530107 | 91,261 | 1,770,000 | SH | SOLE | 1,770,000 | 0 | 0 | ||
SIGNET JEWELERS LIMITED | SHS | G81276100 | 80,178 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
TIME WARNER CABLE INC | COM | 88732J207 | 57,447 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 59,808 | 1,701,500 | SH | SOLE | 1,701,500 | 0 | 0 | ||
VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 52,907 | 419,500 | SH | SOLE | 419,500 | 0 | 0 | ||
ZOETIS INC | CL A | 98978V103 | 141,827 | 4,395,000 | SH | SOLE | 4,395,000 | 0 | 0 |