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

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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