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
ABENGOA YIELD PLC ORD SHS G00349103 46,778 2,425,000 SH   SOLE   2,425,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 616,453 9,947,600 SH   SOLE   9,947,600 0 0
ARAMARK COM 03852U106 276,131 8,562,200 SH   SOLE   8,562,200 0 0
CHENIERE ENERGY INC COM NEW 16411R208 298,309 8,008,300 SH   SOLE   8,008,300 0 0
CONSTELLATION BRANDS INC CL A 21036P108 905,890 6,359,800 SH   SOLE   6,359,800 0 0
DORIAN LPG LTD SHS USD Y2106R110 94,335 8,014,837 SH   SOLE   8,014,837 0 0
ECHOSTAR CORP CL A 278768106 68,380 1,748,400 SH   SOLE   1,748,400 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 231,296 2,646,100 SH   SOLE   2,646,100 0 0
FISERV INC COM 337738108 69,628 761,300 SH   SOLE   761,300 0 0
JUNIPER NETWORKS INC COM 48203R104 59,685 2,162,500 SH   SOLE   2,162,500 0 0
KINDER MORGAN INC DEL *W EXP 05/25/2017 49456B119 237 3,948,532 SH   SOLE   3,948,532 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 24,567 625,900 SH   SOLE   625,900 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C 531229300 47,680 1,252,100 SH   SOLE   1,252,100 0 0
MANITOWOC INC COM 563571108 172,841 11,260,000 SH   SOLE   11,260,000 0 0
MEDASSETS INC COM 584045108 47,084 1,521,800 SH   SOLE   1,521,800 0 0
MICROSOFT CORP COM 594918104 412,766 7,439,900 SH   SOLE   7,439,900 0 0
NETSCOUT SYS INC COM 64115T104 13,876 452,000 SH   SOLE   452,000 0 0
SANDISK CORP COM 80004C101 324,379 4,268,700 SH   SOLE   4,268,700 0 0
SCORPIO BULKERS INC COM Y7546A122 26,318 2,661,064 SH   SOLE   2,661,064 0 0
STATE NATL COS INC COM 85711T305 20,073 2,046,200 SH   SOLE   2,046,200 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 33,319 956,350 SH   SOLE   956,350 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 159,006 5,854,400 SH   SOLE   5,854,400 0 0
VISA INC COM CL A 92826C839 310,239 4,000,500 SH   SOLE   4,000,500 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 295,758 3,473,173 SH   SOLE   3,473,173 0 0
WEBMD HEALTH CORP COM 94770V102 246,552 5,104,600 SH   SOLE   5,104,600 0 0
WESTERN DIGITAL CORP COM 958102105 6,005 100,000 SH   SOLE   100,000 0 0
WILLIAMS COS INC DEL COM 969457100 45,618 1,775,000 SH   SOLE   1,775,000 0 0