ACTAVIS PLC SHS G0083B108 90480 375000 SH SOLE 375000 0 0 AIR PRODS & CHEMS INC COM 009158106 105641 811500 SH SOLE 811500 0 0 ALLERGAN INC COM 018490102 90841 509800 SH SOLE 509800 0 0 CDK GLOBAL INC COM 12508E101 73352 2397900 SH SOLE 2397900 0 0 COMCAST CORP NEW CL A 20030N101 44100 820000 SH SOLE 820000 0 0 DOLLAR GEN CORP NEW COM 256677105 80971 1325000 SH SOLE 1325000 0 0 MYLAN INC COM 628530107 102125 2245000 SH SOLE 2245000 0 0 TIME WARNER CABLE INC COM 88732J207 80828 563300 SH SOLE 563300 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 66060 1926500 SH SOLE 1926500 0 0 ZOETIS INC CL A 98978V103 162395 4395000 SH SOLE 4395000 0 0