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 |
| ABENGOA YIELD PLC | ORD SHS | G00349103 | 43,245 | 2,432,200 | SH | SOLE | 2,432,200 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 539,143 | 9,974,900 | SH | SOLE | 9,974,900 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 284,776 | 8,598,300 | SH | SOLE | 8,598,300 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 17,785 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 239,719 | 7,086,000 | SH | SOLE | 7,086,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 900,058 | 5,957,100 | SH | SOLE | 5,957,100 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 75,339 | 8,014,837 | SH | SOLE | 8,014,837 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 72,042 | 1,626,600 | SH | SOLE | 1,626,600 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 269,952 | 3,930,000 | SH | SOLE | 3,930,000 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 46,130 | 449,700 | SH | SOLE | 449,700 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 66,019 | 1,709,000 | SH | SOLE | 1,709,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C | 531229300 | 215,780 | 5,665,000 | SH | SOLE | 5,665,000 | 0 | 0 | ||
| MANITOWOC FOODSERVICE INC | COM | 563568104 | 197,752 | 13,416,000 | SH | SOLE | 13,416,000 | 0 | 0 | ||
| MANITOWOC INC | COM | 563571108 | 58,091 | 13,416,000 | SH | SOLE | 13,416,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 419,317 | 7,592,200 | SH | SOLE | 7,592,200 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 18,152 | 1,045,000 | SH | SOLE | 1,045,000 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C101 | 280,142 | 3,682,200 | SH | SOLE | 3,682,200 | 0 | 0 | ||
| SANTANDER CONSUMER USA HDG I | COM | 80283M101 | 8,672 | 826,700 | SH | SOLE | 826,700 | 0 | 0 | ||
| SCORPIO BULKERS INC | COM | Y7546A122 | 6,406 | 1,953,000 | SH | SOLE | 1,953,000 | 0 | 0 | ||
| SILVER RUN ACQUISITION CORP | UNIT | 82811P200 | 20,700 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| SIRIUS XM HLDGS INC | COM | 82968B103 | 14,813 | 3,750,000 | SH | SOLE | 3,750,000 | 0 | 0 | ||
| STATE NATL COS INC | COM | 85711T305 | 18,850 | 1,496,000 | SH | SOLE | 1,496,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 36,026 | 956,350 | SH | SOLE | 956,350 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 37,380 | 29,000 | SH | SOLE | 29,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 163,912 | 5,879,200 | SH | SOLE | 5,879,200 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 307,090 | 4,015,300 | SH | SOLE | 4,015,300 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 286,869 | 3,405,373 | SH | SOLE | 3,405,373 | 0 | 0 | ||
| WEBMD HEALTH CORP | COM | 94770V102 | 319,701 | 5,104,600 | SH | SOLE | 5,104,600 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 1,928 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||