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 127,656 2,261,800 SH   SOLE   2,261,800 0 0
AMGEN INC COM 031162100 15,512 131,050 SH   SOLE   131,050 0 0
AMGEN INC COM 031162100 123,614 1,044,300 SH Call SOLE   1,044,300 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 13,920 202,500 SH   SOLE   202,500 0 0
AUTONATION INC COM 05329W102 38,416 643,700 SH   SOLE   643,700 0 0
CBS CORP NEW CL B 124857202 62,140 1,000,000 SH Call SOLE   1,000,000 0 0
CENTURYLINK INC COM 156700106 7,240 200,000 SH Put SOLE   200,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 40,102 253,200 SH Call SOLE   253,200 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 86,412 545,600 SH   SOLE   545,600 0 0
CIVEO CORP COM 178787107 43,600 1,741,900 SH   SOLE   1,741,900 0 0
COMCAST CORP NEW CL A 20030N101 70,678 1,316,660 SH   SOLE   1,316,660 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 63,745 1,405,000 SH   SOLE   1,405,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 22,686 500,000 SH Call SOLE   500,000 0 0
COMSCORE INC COM 20564W105 3,573 100,700 SH   SOLE   100,700 0 0
CROWN HOLDINGS INC COM 228368106 5,031 101,100 SH   SOLE   101,100 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 45,088 689,000 SH   SOLE   689,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 11,947 141,700 SH   SOLE   141,700 0 0
HALLIBURTON CO COM 406216101 56,808 800,000 SH   SOLE   800,000 0 0
HUNTSMAN CORP COM 447011107 24,911 886,500 SH Call SOLE   886,500 0 0
HUNTSMAN CORP COM 447011107 66,878 2,380,000 SH Put SOLE   2,380,000 0 0
HUNTSMAN CORP COM 447011107 105,184 3,743,200 SH   SOLE   3,743,200 0 0
KENNAMETAL INC COM 489170100 56,887 1,229,200 SH   SOLE   1,229,200 0 0
MARTIN MARIETTA MATLS INC COM 573284106 66,131 500,800 SH   SOLE   500,800 0 0
SHIRE PLC SPONSORED ADR 82481R106 2,920 12,400 SH   SOLE   12,400 0 0
SIGNET JEWELERS LIMITED SHS G81276100 57,119 516,492 SH   SOLE   516,492 0 0
SIRIUS XM HLDGS INC COM 82968B103 69,179 19,994,000 SH   SOLE   19,994,000 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 13,714 514,000 SH   SOLE   514,000 0 0
TARGA RES CORP COM 87612G101 11,747 84,163 SH   SOLE   84,163 0 0
TEEKAY CORPORATION COM Y8564W103 82,129 1,319,348 SH   SOLE   1,319,348 0 0
TEXTRON INC COM 883203101 61,086 1,595,355 SH   SOLE   1,595,355 0 0
TIME WARNER INC COM NEW 887317303 70,362 1,001,600 SH   SOLE   1,001,600 0 0
TIME WARNER INC COM NEW 887317303 45,101 642,000 SH Call SOLE   642,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 93,590 2,662,600 SH   SOLE   2,662,600 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 35,150 1,000,000 SH Call SOLE   1,000,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 96,129 1,003,856 SH   SOLE   1,003,856 0 0
VCA INC COM 918194101 57,779 1,646,600 SH   SOLE   1,646,600 0 0
WILLIAMS COS INC DEL COM 969457100 43,093 740,300 SH   SOLE   740,300 0 0
WPX ENERGY INC COM 98212B103 72,175 3,018,600 SH   SOLE   3,018,600 0 0