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
Estimated average burden
hours per response: 23.8
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 196,395 762,965 SH   SOLE   762,965 0 0
ACTAVIS PLC SHS G0083B108 36,938 143,500 SH Call SOLE   143,500 0 0
AERCAP HOLDINGS NV SHS N00985106 141,760 3,651,737 SH   SOLE   3,651,737 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 78,354 753,841 SH   SOLE   753,841 0 0
ALLERGAN INC COM 018490102 710,875 3,343,878 SH   SOLE   3,343,878 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 226 1 SH   SOLE   1 0 0
BROOKDALE SR LIVING INC COM 112463104 145,947 3,979,998 SH   SOLE   3,979,998 0 0
CF INDS HLDGS INC COM 125269100 165,907 608,742 SH   SOLE   608,742 0 0
CHENIERE ENERGY INC COM NEW 16411R208 258,876 3,677,214 SH   SOLE   3,677,214 0 0
COMCAST CORP NEW CL A 20030N101 158,277 2,728,439 SH   SOLE   2,728,439 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 14,692 417,394 SH   SOLE   417,394 0 0
DOLLAR TREE INC COM 256746108 95,632 1,358,793 SH   SOLE   1,358,793 0 0
ENDO INTL PLC SHS G30401106 91,781 1,272,618 SH   SOLE   1,272,618 0 0
EXPEDIA INC DEL COM NEW 30212P303 174,058 2,039,105 SH   SOLE   2,039,105 0 0
FACEBOOK INC CL A 30303M102 165,640 2,123,045 SH   SOLE   2,123,045 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 197,947 1,331,092 SH   SOLE   1,331,092 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 64,250 2,576,178 SH   SOLE   2,576,178 0 0
IMS HEALTH HLDGS INC COM 44970B109 59,886 2,335,648 SH   SOLE   2,335,648 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 15,821 1,050,500 SH Call SOLE   1,050,500 0 0
ISTAR FINL INC COM 45031U101 61,017 4,470,097 SH   SOLE   4,470,097 0 0
ITC HLDGS CORP COM 465685105 56,493 1,397,292 SH   SOLE   1,397,292 0 0
ITT EDUCATIONAL SERVICES INC COM 45068B109 10,362 1,078,244 SH   SOLE   1,078,244 0 0
JANUS CAP GROUP INC COM 47102X105 73,908 4,582,016 SH   SOLE   4,582,016 0 0
KING DIGITAL ENTMT PLC ORD SHS G5258J109 115,165 7,497,747 SH   SOLE   7,497,747 0 0
KING DIGITAL ENTMT PLC ORD SHS G5258J109 79,407 5,169,700 SH Call SOLE   5,169,700 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 172,904 3,501,493 SH   SOLE   3,501,493 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 100,595 2,082,276 SH   SOLE   2,082,276 0 0
LINKEDIN CORP COM CL A 53578A108 70,136 305,325 SH   SOLE   305,325 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 4,399 239,345 SH   SOLE   239,345 0 0
MASTERCARD INC CL A 57636Q104 127,098 1,475,140 SH   SOLE   1,475,140 0 0
NEW GOLD INC CDA COM 644535106 6,525 1,517,385 SH   SOLE   1,517,385 0 0
NEWMONT MINING CORP COM 651639106 25,258 1,336,413 SH   SOLE   1,336,413 0 0
NEXTERA ENERGY INC COM 65339F101 133,572 1,256,674 SH   SOLE   1,256,674 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 44,114 1,307,069 SH   SOLE   1,307,069 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 324,634 14,383,433 SH   SOLE   14,383,433 0 0
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 276,880 15,749,696 SH   SOLE   15,749,696 0 0
NOVAGOLD RES INC COM NEW 66987E206 21,097 7,151,434 SH   SOLE   7,151,434 0 0
NRG YIELD INC COM CL A 62942X108 75,912 1,610,350 SH   SOLE   1,610,350 0 0
NXP SEMICONDUCTORS N V COM N6596X109 19,785 258,964 SH   SOLE   258,964 0 0
PTC INC COM 69370C100 89,460 2,440,939 SH   SOLE   2,440,939 0 0
PVH CORP COM 693656100 16,603 129,536 SH   SOLE   129,536 0 0
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 13,609 478,700 SH Call SOLE   478,700 0 0
SEALED AIR CORP NEW COM 81211K100 69,093 1,628,388 SH   SOLE   1,628,388 0 0
SERVICENOW INC COM 81762P102 19,742 290,965 SH   SOLE   290,965 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 69,589 612,688 SH   SOLE   612,688 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 16,037 141,200 SH Call SOLE   141,200 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 157,403 765,800 SH Put SOLE   765,800 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 590,311 2,872,000 SH Call SOLE   2,872,000 0 0
SUNEDISON INC COM 86732Y109 209,188 10,722,101 SH   SOLE   10,722,101 0 0
TERRAFORM PWR INC CL A COM 88104R100 108,369 3,509,348 SH   SOLE   3,509,348 0 0
TESORO CORP COM 881609101 13,853 186,325 SH   SOLE   186,325 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 7,186 399,236 SH   SOLE   399,236 0 0
VISA INC COM CL A 92826C839 74,006 282,249 SH   SOLE   282,249 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 35,167 3,071,383 SH   SOLE   3,071,383 0 0
WILLIAMS COS INC DEL COM 969457100 252,630 5,621,500 SH   SOLE   5,621,500 0 0
WIX COM LTD SHS M98068105 48,157 2,293,168 SH   SOLE   2,293,168 0 0
WIX COM LTD SHS M98068105 4,022 191,500 SH Call SOLE   191,500 0 0
YAMANA GOLD INC COM 98462Y100 6,327 1,573,867 SH   SOLE   1,573,867 0 0
ZILLOW INC CL A 98954A107 32,339 305,405 SH   SOLE   305,405 0 0