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 |
| AMERCO | COM | 023586100 | 38,925 | 103,000 | SH | SOLE | 103,000 | 0 | 0 | ||
| CBS CORP NEW | CL A | 124857103 | 148,254 | 2,480,000 | SH | SOLE | 2,480,000 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 34,217 | 670,000 | SH | SOLE | 670,000 | 0 | 0 | ||
| ENTERCOM COMMUNICATIONS CORP | CL A | 293639100 | 16,470 | 1,525,000 | SH | SOLE | 1,525,000 | 0 | 0 | ||
| EQUITY COMWLTH | COM SH BEN INT | 294628102 | 29,900 | 980,000 | SH | SOLE | 980,000 | 0 | 0 | ||
| HYATT HOTELS CORP | COM CL A | 448579102 | 52,655 | 716,000 | SH | SOLE | 716,000 | 0 | 0 | ||
| ILG INC | COM | 44967H101 | 12,674 | 445,000 | SH | SOLE | 445,000 | 0 | 0 | ||
| ISHARES TR | 20 YR TR BD ETF | 464287432 | 114,174 | 900,000 | SH | Put | SOLE | 900,000 | 0 | 0 | |
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 47,592 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 79,069 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| ONEMAIN HLDGS INC | COM | 68268W103 | 30,278 | 1,165,000 | SH | SOLE | 1,165,000 | 0 | 0 | ||
| POWERSHARES QQQ TRUST | UNIT SER 1 | 73935A104 | 109,032 | 700,000 | SH | Put | SOLE | 700,000 | 0 | 0 | |
| SANOFI | RIGHT 12/31/2020 | 80105N113 | 2,090 | 5,500,000 | SH | SOLE | 5,500,000 | 0 | 0 | ||
| SCANA CORP NEW | COM | 80589M102 | 35,006 | 880,000 | SH | SOLE | 880,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI INT-FINL | 81369Y605 | 27,910 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 294,288 | 2,380,000 | SH | Call | SOLE | 2,380,000 | 0 | 0 | |
| SPDR SERIES TRUST | S&P HOMEBUILD | 78464A888 | 44,260 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
| SPIRIT RLTY CAP INC NEW | COM | 84860W102 | 36,379 | 4,240,000 | SH | SOLE | 4,240,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 94,985 | 830,000 | SH | SOLE | 830,000 | 0 | 0 | ||