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
1347 CAP CORP *W EXP 07/15/202 68245V129 53 300,000 SH   SOLE 300,000 0 0
1347 CAP CORP COM 68245V103 2,955 300,000 SH   SOLE 300,000 0 0
1347 CAP CORP RIGHT 07/21/2016 68245V111 49 300,000 SH   SOLE 300,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 200,853 1,334,480 SH   SOLE 1,334,480 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 89,560 1,102,000 SH   SOLE 1,102,000 0 0
ALLERGAN PLC SHS G0177J108 351,111 1,123,555 SH   SOLE 1,123,555 0 0
AMBAC FINL GROUP INC COM NEW 023139884 26,460 1,877,954 SH   SOLE 1,877,954 0 0
AMERICAN CAP LTD COM 02503Y103 66,151 4,797,009 SH   SOLE 4,797,009 0 0
AMERICAN EXPRESS CO COM 025816109 95,075 1,367,000 SH   SOLE 1,367,000 0 0
ANADARKO PETE CORP COM 032511107 4,858 100,000 SH   SOLE 100,000 0 0
AR CAP ACQUISITION CORP *W EXP 10/06/201 00191R117 234 1,300,000 SH   SOLE 1,300,000 0 0
AR CAP ACQUISITION CORP COM 00191R109 25,298 2,600,000 SH   SOLE 2,600,000 0 0
AVIS BUDGET GROUP COM 053774105 224,327 6,181,509 SH   SOLE 6,181,509 0 0
BOULEVARD ACQUISITION *W EXP 09/25/202 10157Q110 425 850,000 SH   SOLE 850,000 0 0
BOULEVARD ACQUISITION CL A 10157Q102 16,745 1,700,000 SH   SOLE 1,700,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 75,398 3,623,171 SH   SOLE 3,623,171 0 0
CAPITOL ACQUISITION CORP III UNIT 99/99/9999 14055M205 9,950 1,000,000 SH   SOLE 1,000,000 0 0
CDK GLOBAL INC COM 12508E101 462,454 9,742,019 SH   SOLE 9,742,019 0 0
CHURCHILL DOWNS INC COM 171484108 14,243 100,666 SH   SOLE 100,666 0 0
CIGNA CORPORATION COM 125509109 123,406 843,341 SH   SOLE 843,341 0 0
DOUBLE EAGLE ACQUISITION COR UNIT 99/99/9999 G28195108 20,000 2,000,000 SH   SOLE 2,000,000 0 0
EASTERLY ACQUISITION CORP *W EXP 07/29/202 27616L110 342 925,000 SH   SOLE 925,000 0 0
EASTERLY ACQUISITION CORP COM 27616L102 18,315 1,850,000 SH   SOLE 1,850,000 0 0
EBAY INC COM 278642103 53,585 1,949,971 SH   SOLE 1,949,971 0 0
ELECTRUM SPL ACQUISITION COR *W EXP 99/99/999 G3105C112 242 1,100,000 SH   SOLE 1,100,000 0 0
ELECTRUM SPL ACQUISITION COR SHS G3105C104 10,604 1,100,000 SH   SOLE 1,100,000 0 0
EQT CORP COM 26884L109 60,419 1,159,000 SH   SOLE 1,159,000 0 0
EQUINIX INC COM PAR $0.001 29444U700 219,798 726,845 SH   SOLE 726,845 0 0
GLOBAL PARTNER ACQUISITION C *W EXP 07/01/202 37954X113 251 700,000 SH   SOLE 700,000 0 0
GLOBAL PARTNER ACQUISITION C COM 37954X105 6,930 700,000 SH   SOLE 700,000 0 0
GORES HLDGS INC *W EXP 08/13/202 382866119 800 2,000,000 SH   SOLE 2,000,000 0 0
GORES HLDGS INC CL A 382866101 19,330 2,000,000 SH   SOLE 2,000,000 0 0
HARMONY MERGER CORP *W EXP 01/01/202 413247123 415 1,184,920 SH   SOLE 1,184,920 0 0
HARMONY MERGER CORP COM 413247107 11,636 1,184,920 SH   SOLE 1,184,920 0 0
HCA HOLDINGS INC COM 40412C101 327,682 4,845,217 SH   SOLE 4,845,217 0 0
HENNESSY CAP ACQUISITION COR *W EXP 07/28/202 42588J118 95 500,000 SH   SOLE 500,000 0 0
HENNESSY CAP ACQUISITION COR COM 42588J100 4,820 500,000 SH   SOLE 500,000 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 246,491 17,321,959 SH   SOLE 17,321,959 0 0
HESS CORP COM 42809H107 140,730 2,902,853 SH   SOLE 2,902,853 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 14,097 102,435 SH   SOLE 102,435 0 0
INTERPUBLIC GROUP COS INC COM 460690100 319,226 13,712,437 SH   SOLE 13,712,437 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 157,833 2,631,424 SH   SOLE 2,631,424 0 0
MBIA INC COM 55262C100 27,176 4,193,899 SH   SOLE 4,193,899 0 0
METLIFE INC COM 59156R108 177,689 3,685,725 SH   SOLE 3,685,725 0 0
MICROSOFT CORP COM 594918104 31,790 573,000 SH   SOLE 573,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 171,104 1,821,810 SH   SOLE 1,821,810 0 0
MONSANTO CO NEW COM 61166W101 159,189 1,615,805 SH   SOLE 1,615,805 0 0
MYLAN N V SHS EURO N59465109 49,136 908,741 SH   SOLE 908,741 0 0
MYRIAD GENETICS INC COM 62855J104 13,240 306,772 SH   SOLE 306,772 0 0
NETSCOUT SYS INC COM 64115T104 146,116 4,759,473 SH   SOLE 4,759,473 0 0
PACE HLDGS CORP *W EXP 99/99/999 G6865N111 900 2,000,000 SH   SOLE 2,000,000 0 0
PACE HLDGS CORP CL A G6865N103 19,800 2,000,000 SH   SOLE 2,000,000 0 0
PAYPAL HLDGS INC COM 70450Y103 70,589 1,949,971 SH   SOLE 1,949,971 0 0
PTC INC COM 69370C100 43,313 1,250,732 SH   SOLE 1,250,732 0 0
QUINPARIO ACQUISITION CORP 2 *W EXP 01/01/202 74874U119 513 2,500,000 SH   SOLE 2,500,000 0 0
QUINPARIO ACQUISITION CORP 2 COM 74874U101 25,317 2,610,000 SH   SOLE 2,610,000 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 127,257 8,028,856 SH   SOLE 8,028,856 0 0
SOLERA HOLDINGS INC COM 83421A104 80,519 1,468,529 SH   SOLE 1,468,529 0 0
SUNEDISON INC COM 86732Y109 7,690 1,505,978 SH   SOLE 1,505,978 0 0
TERRAPIN 3 ACQUISITION CORP *W EXP 06/27/201 88104P112 545 1,831,500 SH   SOLE 1,831,500 0 0
TERRAPIN 3 ACQUISITION CORP COM CL A 88104P104 18,059 1,831,500 SH   SOLE 1,831,500 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 280,171 4,268,294 SH   SOLE 4,268,294 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 114,771 1,129,079 SH   SOLE 1,129,079 0 0
WILLIAMS COS INC DEL COM 969457100 264,273 10,282,978 SH   SOLE 10,282,978 0 0
WL ROSS HLDG CORP *W EXP 06/11/201 92939D112 1,559 4,723,002 SH   SOLE 4,723,002 0 0
WL ROSS HLDG CORP COM SHS 92939D104 49,293 4,949,144 SH   SOLE 4,949,144 0 0
YAHOO INC COM 984332106 330,886 9,948,459 SH   SOLE 9,948,459 0 0