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 135,950 2,353,700 SH   SOLE   2,353,700 0 0
AMGEN INC COM 031162100 74,323 529,137 SH   SOLE   529,137 0 0
AMGEN INC COM 031162100 80,891 575,900 SH Call SOLE   575,900 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 13,522 209,900 SH   SOLE   209,900 0 0
AUTONATION INC COM 05329W102 52,056 1,034,700 SH   SOLE   1,034,700 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 127,908 845,000 SH   SOLE   845,000 0 0
CIVEO CORP COM 178787107 21,100 1,817,400 SH   SOLE   1,817,400 0 0
COMCAST CORP NEW CL A 20030N101 73,679 1,370,000 SH Call SOLE   1,370,000 0 0
COMCAST CORP NEW CL A 20030N101 29,453 547,660 SH   SOLE   547,660 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 88,343 1,612,400 SH   SOLE   1,612,400 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 27,559 503,000 SH Call SOLE   503,000 0 0
COMSCORE INC COM 20564W105 3,765 103,400 SH   SOLE   103,400 0 0
CONAGRA FOODS INC COM 205887102 62,958 1,905,500 SH   SOLE   1,905,500 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 1,601 50,000 SH   SOLE   50,000 0 0
DOLLAR GEN CORP NEW COM 256677105 56,649 927,000 SH   SOLE   927,000 0 0
EXTERRAN HLDGS INC COM 30225x103 83,967 1,895,000 SH   SOLE   1,895,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 13,808 189,900 SH   SOLE   189,900 0 0
HUNTSMAN CORP COM 447011107 61,856 2,380,000 SH Put SOLE   2,380,000 0 0
HUNTSMAN CORP COM 447011107 145,310 5,591,000 SH   SOLE   5,591,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 97,232 498,500 SH   SOLE   498,500 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 24,381 125,000 SH Call SOLE   125,000 0 0
ISHARES TR U.S. REAL ES ETF 464287739 34,600 500,000 SH Put SOLE   500,000 0 0
KENNAMETAL INC COM 489170100 78,869 1,909,200 SH   SOLE   1,909,200 0 0
METHANEX CORP COM 59151K108 47,962 718,000 SH   SOLE   718,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 699 2,700 SH   SOLE   2,700 0 0
SIGNET JEWELERS LIMITED SHS G81276100 61,488 539,792 SH   SOLE   539,792 0 0
SIRIUS XM HLDGS INC COM 82968b103 101,749 29,154,400 SH   SOLE   29,154,400 0 0
SPDR S&P 500 ETF TR TR UNIT 78462f103 354,636 1,800,000 SH Put SOLE   1,800,000 0 0
TEEKAY CORPORATION COM Y8564W103 48,918 737,165 SH   SOLE   737,165 0 0
TEEKAY CORPORATION COM Y8564W103 1,029 15,500 SH Call SOLE   15,500 0 0
TEXTRON INC COM 883203101 59,152 1,643,555 SH   SOLE   1,643,555 0 0
TIME WARNER INC COM NEW 887317303 76,594 1,018,400 SH   SOLE   1,018,400 0 0
TIME WARNER INC COM NEW 887317303 48,811 649,000 SH Call SOLE   649,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 95,124 2,774,100 SH   SOLE   2,774,100 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 34,900 1,017,800 SH Call SOLE   1,017,800 0 0
TYSON FOODS INC CL A 902494103 7,874 200,000 SH   SOLE   200,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 90,790 868,800 SH   SOLE   868,800 0 0
VCA INC COM 918194101 79,985 2,033,700 SH   SOLE   2,033,700 0 0
WPX ENERGY INC COM 98212B103 64,765 2,691,800 SH   SOLE   2,691,800 0 0