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
ABBVIE INC COM 00287Y109 106,362 2,069,300 SH   SOLE   2,069,300 0 0
AMGEN INC COM 031162100 15,788 128,000 SH   SOLE   128,000 0 0
AMGEN INC COM 031162100 107,626 872,600 SH Call SOLE   872,600 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 65,912 535,000 SH   SOLE   535,000 0 0
COMCAST CORP NEW CL A 20030N101 103,818 2,074,700 SH   SOLE   2,074,700 0 0
CROWN HOLDINGS INC COM 228368106 4,474 100,000 SH   SOLE   100,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 20,139 268,200 SH Call SOLE   268,200 0 0
HALLIBURTON CO COM 406216101 74,705 1,268,555 SH   SOLE   1,268,555 0 0
HALLIBURTON CO COM 406216101 32,672 554,800 SH Call SOLE   554,800 0 0
HUNTSMAN CORP COM 447011107 87,485 3,582,500 SH   SOLE   3,582,500 0 0
HUNTSMAN CORP COM 447011107 21,490 880,000 SH Call SOLE   880,000 0 0
KENNAMETAL INC COM 489170100 42,900 968,400 SH   SOLE   968,400 0 0
LAS VEGAS SANDS CORP COM 517834107 52,813 653,784 SH   SOLE   653,784 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 77,554 595,061 SH   SOLE   595,061 0 0
MARTIN MARIETTA MATLS INC COM 573284106 67,975 529,605 SH   SOLE   529,605 0 0
MGM RESORTS INTERNATIONAL COM 552953101 50,411 1,949,400 SH   SOLE   1,949,400 0 0
NAVISTAR INTL CORP NEW COM 63934E108 1,131 33,400 SH   SOLE   33,400 0 0
OIL STS INTL INC COM 678026105 19,030 193,000 SH   SOLE   193,000 0 0
QEP RES INC COM 74733V100 54,791 1,861,100 SH   SOLE   1,861,100 0 0
QEP RES INC COM 74733V100 14,879 505,400 SH Call SOLE   505,400 0 0
SHIRE PLC SPONSORED ADR 82481R106 10,217 68,788 SH   SOLE   68,788 0 0
SIGNET JEWELERS LIMITED SHS G81276100 48,484 458,000 SH   SOLE   458,000 0 0
TEEKAY CORPORATION COM Y8564W103 91,623 1,629,148 SH   SOLE   1,629,148 0 0
TEXTRON INC COM 883203101 69,934 1,779,955 SH   SOLE   1,779,955 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 80,360 2,513,600 SH   SOLE   2,513,600 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 19,821 620,000 SH Call SOLE   620,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 80,638 982,556 SH   SOLE   982,556 0 0
VCA ANTECH INC COM 918194101 34,003 1,055,000 SH   SOLE   1,055,000 0 0