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
ADVANCE AUTO PARTS INC COM 00751Y106 84,638 562,343 SH   SOLE   562,343 0 0
AETNA INC NEW COM 00817Y108 2,703 25,000 SH   SOLE   25,000 0 0
ALLERGAN PLC SHS G0177J108 363,957 1,164,663 SH   SOLE   1,164,663 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 263,610 4,253,840 SH   SOLE   4,253,840 0 0
BAXTER INTL INC COM 071813109 217,805 5,709,178 SH   SOLE   5,709,178 0 0
COMPUTER SCIENCES CORP COM 205363104 155,821 4,768,083 SH   SOLE   4,768,083 0 0
CONAGRA FOODS INC COM 205887102 1,207,024 28,629,613 SH   SOLE   28,629,613 0 0
CSRA INC COM 12650T104 124,136 4,137,851 SH   SOLE   4,137,851 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 953 69,380 SH   SOLE   69,380 0 0
FERRARI N V COM N3167J106 2,400 50,000 SH   SOLE   50,000 0 0
GENERAL ELECTRIC CO COM 369604103 6,230 200,000 SH Call SOLE   0 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 86,058 696,034 SH   SOLE   696,034 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 242,233 5,941,456 SH   SOLE   5,941,456 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 364,497 8,080,186 SH   SOLE   8,080,186 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 276,210 8,527,645 SH   SOLE   8,527,645 0 0
MICROSOFT CORP COM 594918104 550,600 9,924,299 SH Call SOLE   0 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 41,996 993,275 SH   SOLE   993,275 0 0
OASIS PETE INC NEW COM 674215108 2,207 299,465 SH   SOLE   299,465 0 0
PFIZER INC COM 717081103 295,969 9,168,818 SH   SOLE   9,168,818 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 394 17,066 SH   SOLE   17,066 0 0
QUALCOMM INC COM 747525103 460,468 9,212,133 SH   SOLE   9,212,133 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 119,405 2,750,000 SH Call SOLE   0 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 151 739 SH   SOLE   739 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 101,935 500,000 SH Call SOLE   0 0 0
STARZ COM SER A 85571Q102 179,961 5,371,957 SH   SOLE   5,371,957 0 0
SYNCHRONY FINL COM 87165B103 3,041 100,000 SH   SOLE   100,000 0 0
TARGA RES CORP COM 87612G101 21,995 812,816 SH   SOLE   812,816 0 0
TIME WARNER CABLE INC COM 88732J207 436,901 2,354,120 SH   SOLE   2,354,120 0 0
TIME WARNER INC COM NEW 887317303 174,416 2,697,020 SH   SOLE   2,697,020 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 159,177 1,565,935 SH   SOLE   1,565,935 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,047,407 12,300,000 SH   SOLE   12,300,000 0 0
WHITING PETE CORP NEW COM 966387102 2,328 246,634 SH   SOLE   246,634 0 0
WILLIAMS COS INC DEL COM 969457100 97,253 3,784,157 SH   SOLE   3,784,157 0 0