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 |
| ALLERGAN PLC | SHS | G0177J108 | 58,853 | 219,575 | SH | SOLE | 219,575 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 61,317 | 302,905 | SH | SOLE | 302,905 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 19,914 | 326,029 | SH | SOLE | 326,029 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 23,718 | 535,874 | SH | SOLE | 535,874 | 0 | 0 | ||
| HILLTOP HOLDINGS INC | COM | 432748101 | 11,269 | 596,884 | SH | SOLE | 596,884 | 0 | 0 | ||
| POST HLDGS INC | COM | 737446104 | 72,082 | 1,048,162 | SH | SOLE | 1,048,162 | 0 | 0 | ||
| STARZ | COM SER A | 85571Q102 | 25,958 | 985,860 | SH | SOLE | 985,860 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 9,205 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||