The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ACTAVIS PLC | SHS | G0083B108 | 205,928 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 125,480 | 870,000 | SH | SOLE | 870,000 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 334,232 | 8,200,000 | SH | SOLE | 8,200,000 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 93,678 | 1,325,000 | SH | SOLE | 1,325,000 | 0 | 0 | ||
| MYLAN INC | COM | 628530107 | 138,952 | 2,465,000 | SH | SOLE | 2,465,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 75,726 | 1,971,762 | SH | SOLE | 1,971,762 | 0 | 0 | ||
| ZOETIS INC | CL A | 98978V103 | 189,117 | 4,395,000 | SH | SOLE | 4,395,000 | 0 | 0 | ||