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
ALLIANCE DATA SYSTEMS CORP COM 018581108 132,327 675,412 SH   SOLE   675,412 0 0
ALPHABET INC CAP STK CL C 02079K107 355,519 513,681 SH   SOLE   513,681 0 0
ASHLAND INC NEW COM 044209104 90,694 790,222 SH   SOLE   790,222 0 0
AUTONATION INC COM 05329W102 143,052 3,044,957 SH   SOLE   3,044,957 0 0
BERRY PLASTICS GROUP INC COM 08579W103 97,491 2,509,430 SH   SOLE   2,509,430 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 292,113 8,184,741 SH   SOLE   8,184,741 0 0
COMMUNICATIONS SALES&LEAS IN COM 20341J104 8,670 300,000 SH   SOLE   300,000 0 0
COMPUTER SCIENCES CORP COM 205363104 153,250 3,086,597 SH   SOLE   3,086,597 0 0
CONAGRA FOODS INC COM 205887102 862,318 18,036,352 SH   SOLE   18,036,352 0 0
CONAGRA FOODS INC COM 205887102 286,860 6,000,000 SH Call SOLE   0 0 0
CSRA INC COM 12650T104 133,713 5,706,898 SH   SOLE   5,706,898 0 0
EXPEDIA INC DEL COM NEW 30212P303 219,959 2,069,225 SH   SOLE   2,069,225 0 0
FERRARI N V COM N3167Y103 67,534 1,650,478 SH   SOLE   1,650,478 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 129,683 10,341,584 SH   SOLE   10,341,584 0 0
HARRIS CORP DEL COM 413875105 183,568 2,200,000 SH   SOLE   2,200,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 104,198 2,992,470 SH   SOLE   2,992,470 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 74,125 4,057,209 SH   SOLE   4,057,209 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 5,162 50,000 SH   SOLE   50,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 552,531 9,208,849 SH   SOLE   9,208,849 0 0
MACYS INC COM 55616P104 3,361 100,000 SH   SOLE   100,000 0 0
MARATHON PETE CORP COM 56585A102 103,275 2,720,637 SH   SOLE   2,720,637 0 0
MARATHON PETE CORP COM 56585A102 7,592 200,000 SH Call SOLE   0 0 0
MICROSOFT CORP COM 594918104 352,987 6,898,327 SH   SOLE   6,898,327 0 0
MULTI PACKAGING SOLUTIONS IN COM G6331W109 3,338 250,000 SH   SOLE   250,000 0 0
PERRIGO CO PLC SHS G97822103 43,619 481,077 SH   SOLE   481,077 0 0
PINNACLE FOODS INC DEL COM 72348P104 181,739 3,926,091 SH   SOLE   3,926,091 0 0
PINNACLE FOODS INC DEL COM 72348P104 83,188 1,797,100 SH Call SOLE   0 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 73,316 350,000 SH Put SOLE   0 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 22,855 1,000,000 SH Call SOLE   0 0 0
SYNCHRONY FINL COM 87165B103 111,023 4,391,714 SH   SOLE   4,391,714 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 239,561 5,890,368 SH   SOLE   5,890,368 0 0
TIME INC NEW COM 887228104 82,299 4,999,929 SH   SOLE   4,999,929 0 0
TYCO INTL PLC SHS G91442106 83,285 1,955,047 SH   SOLE   1,955,047 0 0
UNDER ARMOUR INC CL A 904311107 9,384 257,815 SH   SOLE   257,815 0 0
US FOODS HLDG CORP COM 912008109 11,514 475,000 SH   SOLE   475,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 381,302 4,579,100 SH   SOLE   4,579,100 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 163,898 1,318,458 SH   SOLE   1,318,458 0 0