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
OMB APPROVAL
OMB Number: 3235-0006
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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
AMERICAN EXPRESS CO COM 025816109 51,447 661,950 SH   SOLE   661,950 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 113,305 2,126,600 SH   SOLE   2,126,600 0 0
CBS CORP NEW CL B 124857202 192,696 3,472,000 SH Call SOLE   3,472,000 0 0
CENTURYLINK INC COM 156700106 14,690 500,000 SH Put SOLE   500,000 0 0
COMCAST CORP NEW CL A 20030N101 105,245 1,750,000 SH Call SOLE   1,750,000 0 0
DOW CHEM CO COM 260543103 104,114 2,034,659 SH   SOLE   2,034,659 0 0
DOW CHEM CO COM 260543103 76,755 1,500,000 SH Call SOLE   1,500,000 0 0
HOMEAWAY INC COM 43739Q100 50,381 1,618,930 SH   SOLE   1,618,930 0 0
ISHARES TR U.S. REAL ES ETF 464287739 14,260 200,000 SH Put SOLE   200,000 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 58,538 1,490,659 SH   SOLE   1,490,659 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 163,326 4,408,263 SH   SOLE   4,408,263 0 0
MASTEC INC COM 576323109 19,870 1,000,000 SH Put SOLE   1,000,000 0 0
SALESFORCE COM INC COM 79466L302 27,852 400,000 SH Call SOLE   400,000 0 0
SYSCO CORP COM 871829107 21,660 600,000 SH Call SOLE   600,000 0 0
TIME WARNER CABLE INC COM 88732J207 192,581 1,080,884 SH   SOLE   1,080,884 0 0
TOWERS WATSON & CO CL A 891894107 1,258 10,000 SH   SOLE   10,000 0 0
YAHOO INC COM 984332106 256,957 6,540,000 SH Call SOLE   6,540,000 0 0
ZOETIS INC CL A 98978V103 60,275 1,250,000 SH Call SOLE   1,250,000 0 0