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 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 64,444 | 1,131,000 | SH | SOLE | 1,131,000 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 507,545 | 9,395,500 | SH | SOLE | 9,395,500 | 0 | 0 | ||
| ARDMORE SHIPPING CORP | COM | Y0207T100 | 10,791 | 990,000 | SH | SOLE | 990,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 628,652 | 7,855,200 | SH | SOLE | 7,855,200 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 599,722 | 6,880,700 | SH | SOLE | 6,880,700 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 142,824 | 8,014,837 | SH | SOLE | 8,014,837 | 0 | 0 | ||
| DREAMWORKS ANIMATION SKG INC | CL A | 26153C103 | 15,953 | 585,000 | SH | SOLE | 585,000 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 83,818 | 1,719,000 | SH | SOLE | 1,719,000 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 183,850 | 2,603,000 | SH | SOLE | 2,603,000 | 0 | 0 | ||
| EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 11,870 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| GT ADVANCED TECHNOLOGIES INC | PUT | 36191U956 | 5,412 | 499,700 | SH | SOLE | 499,700 | 0 | 0 | ||
| JUNIPER NETWORKS INC | COM | 48203R104 | 11,075 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| KINDER MORGAN INC DEL | *W EXP 05/25/2017 | 49456B119 | 33,790 | 9,283,000 | SH | SOLE | 9,283,000 | 0 | 0 | ||
| LEUCADIA NATL CORP | COM | 527288104 | 63,128 | 2,648,000 | SH | SOLE | 2,648,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 29,063 | 616,000 | SH | SOLE | 616,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C | 531229300 | 57,892 | 1,232,000 | SH | SOLE | 1,232,000 | 0 | 0 | ||
| LIBERTY TRIPADVISOR HLDGS IN | COM SER A | 531465102 | 31,188 | 920,000 | SH | SOLE | 920,000 | 0 | 0 | ||
| MASCO CORP | COM | 574599106 | 138,975 | 5,810,000 | SH | SOLE | 5,810,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 291,141 | 6,280,000 | SH | SOLE | 6,280,000 | 0 | 0 | ||
| NATIONAL GEN HLDGS CORP | COM | 636220303 | 45,603 | 2,700,000 | SH | SOLE | 2,700,000 | 0 | 0 | ||
| POWERSHARES QQQ TRUST | UNIT SER 1 | 73935A104 | 4,940 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C101 | 612,236 | 6,250,500 | SH | SOLE | 6,250,500 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C106 | 2,410 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| SEACOR HOLDINGS INC | COM | 811904101 | 1,070 | 14,307 | SH | SOLE | 14,307 | 0 | 0 | ||
| SIRIUS XM HLDGS INC | COM | 82968B103 | 43,911 | 12,582,000 | SH | SOLE | 12,582,000 | 0 | 0 | ||
| SUNEDISON INC | COM | 86732Y109 | 15,280 | 809,300 | SH | SOLE | 809,300 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 22,063 | 956,350 | SH | SOLE | 956,350 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 222,954 | 6,502,000 | SH | SOLE | 6,502,000 | 0 | 0 | ||
| VERIFONE SYS INC | COM | 92342Y109 | 5,501 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 209,956 | 984,000 | SH | SOLE | 984,000 | 0 | 0 | ||
| WALGREEN CO | COM | 931422109 | 239,271 | 4,036,973 | SH | SOLE | 4,036,973 | 0 | 0 | ||
| WEBMD HEALTH CORP | COM | 94770V102 | 195,834 | 4,683,900 | SH | SOLE | 4,683,900 | 0 | 0 | ||