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
ACTAVIS PLC SHS G0083B108 48,256 200,000 SH Call SOLE   200,000 0 0
ACTAVIS PLC SHS G0083B108 337,021 1,396,803 SH   SOLE   1,396,803 0 0
ALLERGAN INC COM 018490102 89,095 500,000 SH Put SOLE   500,000 0 0
ALLERGAN INC COM 018490102 133,643 750,000 SH   SOLE   750,000 0 0
ANADARKO PETE CORP COM 032511107 374,114 3,688,030 SH   SOLE   3,688,030 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 157,295 1,418,986 SH   SOLE   1,418,986 0 0
APPLIED MATLS INC COM 038222105 44,396 2,054,429 SH   SOLE   2,054,429 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 540 100,000 SH   SOLE   100,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 1,472 20,600 SH Call SOLE   20,600 0 0
B/E AEROSPACE INC COM 073302101 67,152 800,000 SH   SOLE   800,000 0 0
CBS CORP NEW CL B 124857202 101,677 1,900,497 SH   SOLE   1,900,497 0 0
CLOROX CO DEL COM 189054109 145,529 1,515,300 SH Call SOLE   1,515,300 0 0
CLOVIS ONCOLOGY INC COM 189464100 4,245 93,586 SH   SOLE   93,586 0 0
CONAGRA FOODS INC COM 205887102 51,098 1,546,555 SH   SOLE   1,546,555 0 0
CROWN CASTLE INTL CORP CNV PFD STK SR A 228227500 3,671 35,000 SH   SOLE   35,000 0 0
CROWN CASTLE INTL CORP COM 228227104 201,325 2,500,000 SH Call SOLE   2,500,000 0 0
CROWN CASTLE INTL CORP COM 228227104 283,313 3,518,108 SH   SOLE   3,518,108 0 0
DANAHER CORP DEL COM 235851102 3,647 48,000 SH Call SOLE   48,000 0 0
DANAHER CORP DEL COM 235851102 118,529 1,560,000 SH   SOLE   1,560,000 0 0
DOLLAR GEN CORP NEW COM 256677105 134,260 2,197,029 SH   SOLE   2,197,029 0 0
E M C CORP MASS COM 268648102 43,012 1,470,000 SH   SOLE   1,470,000 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 101,350 3,942,046 SH   SOLE   3,942,046 0 0
EVERTEC INC COM 30040P103 21,067 943,000 SH   SOLE   943,000 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 561,496 20,241,370 SH   SOLE   20,241,370 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 32,874 2,389,080 SH   SOLE   2,389,080 0 0
HUMANA INC COM 444859102 35,883 275,406 SH   SOLE   275,406 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 370,595 1,900,000 SH Call SOLE   1,900,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 263,359 1,350,213 SH   SOLE   1,350,213 0 0
LADDER CAP CORP CL A 505743104 5,452 288,486 SH   SOLE   288,486 0 0
LAMAR ADVERTISING CO CL A 512815101 193,245 3,923,762 SH   SOLE   3,923,762 0 0
MCDONALDS CORP COM 580135101 18,962 200,000 SH   SOLE   200,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 111,660 1,500,000 SH Call SOLE   1,500,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 13,399 180,000 SH   SOLE   180,000 0 0
MONSANTO CO NEW COM 61166W101 372,238 3,308,484 SH   SOLE   3,308,484 0 0
NATIONSTAR MTG HLDGS INC COM 63861C109 51,360 1,500,000 SH Call SOLE   1,500,000 0 0
NCR CORP NEW COM 62886E108 52,033 1,557,396 SH   SOLE   1,557,396 0 0
OCEANEERING INTL INC COM 675232102 60,043 921,333 SH   SOLE   921,333 0 0
RIVERBED TECHNOLOGY INC COM 768573107 22,992 1,239,802 SH   SOLE   1,239,802 0 0
SALIX PHARMACEUTICALS INC COM 795435106 28,123 180,000 SH   SOLE   180,000 0 0
SBA COMMUNICATIONS CORP COM 78388J106 33,125 298,693 SH   SOLE   298,693 0 0
SIGNET JEWELERS LIMITED SHS G81276100 627,748 5,510,911 SH   SOLE   5,510,911 0 0
SOTHEBYS COM 835898107 53,580 1,500,000 SH Call SOLE   1,500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 24,529 124,500 SH   SOLE   124,500 0 0
TIME WARNER INC COM NEW 887317303 262,934 3,495,995 SH   SOLE   3,495,995 0 0
TW TELECOM INC COM 87311L104 318,757 7,660,595 SH   SOLE   7,660,595 0 0
VIVUS INC COM 928551100 3,512 909,970 SH   SOLE   909,970 0 0
WILLIAMS COS INC DEL COM 969457100 2,307,152 41,682,960 SH   SOLE   41,682,960 0 0