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
AARONS INC COM PAR $0.50 002535300 28,389 784,000 SH   SOLE   784,000 0 0
ABBVIE INC COM 00287Y109 149,565 2,226,000 SH   SOLE   2,226,000 0 0
ALLERGAN PLC SHS G0177J108 112,517 370,780 SH   SOLE   370,780 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 761 8,403 SH   SOLE   8,403 0 0
BED BATH & BEYOND INC COM 075896100 44,837 650,000 SH Put SOLE   650,000 0 0
BOYD GAMING CORP COM 103304101 41,621 2,784,000 SH   SOLE   2,784,000 0 0
BURLINGTON STORES INC COM 122017106 12,800 250,000 SH   SOLE   250,000 0 0
CARNIVAL CORP PAIRED CTF 143658300 65,244 1,321,000 SH   SOLE   1,321,000 0 0
CBS CORP NEW CL B 124857202 106,566 1,920,100 SH   SOLE   1,920,100 0 0
COMCAST CORP NEW CL A 20030N101 2,021 33,600 SH Call SOLE   33,600 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 137,489 2,183,400 SH   SOLE   2,183,400 0 0
CONSTELLATION BRANDS INC CL A 21036P108 134,328 1,157,800 SH   SOLE   1,157,800 0 0
DOLLAR GEN CORP NEW COM 256677105 139,427 1,793,500 SH   SOLE   1,793,500 0 0
DOLLAR TREE INC COM 256746108 117,869 1,492,200 SH   SOLE   1,492,200 0 0
EBAY INC COM 278642103 91,215 1,514,200 SH   SOLE   1,514,200 0 0
EBAY INC COM 278642103 133,733 2,220,000 SH Call SOLE   2,220,000 0 0
EQT CORP COM 26884L109 25,622 315,000 SH   SOLE   315,000 0 0
ETFS PLATINUM TR SH BEN INT 26922V101 28,176 270,400 SH   SOLE   270,400 0 0
GOOGLE INC CL C 38259P706 2,210 4,246 SH   SOLE   4,246 0 0
GSV CAP CORP COM 36191J101 1,644 159,500 SH   SOLE   159,500 0 0
HCA HOLDINGS INC COM 40412C101 59,875 660,000 SH Call SOLE   660,000 0 0
HCA HOLDINGS INC COM 40412C101 38,656 426,100 SH   SOLE   426,100 0 0
HORIZON PHARMA PLC SHS G4617B105 67,048 1,930,000 SH   SOLE   1,930,000 0 0
INTEL CORP COM 458140100 15,399 506,300 SH Put SOLE   506,300 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 128,430 574,350 SH   SOLE   574,350 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 132,352 1,060,000 SH Put SOLE   1,060,000 0 0
KIRBY CORP COM 497266106 69,607 908,000 SH   SOLE   908,000 0 0
LAS VEGAS SANDS CORP COM 517834107 13,537 257,500 SH Put SOLE   257,500 0 0
MASTERCARD INC CL A 57636q104 60,482 647,000 SH   SOLE   647,000 0 0
MASTERCARD INC CL A 57636q104 52,816 565,000 SH Call SOLE   565,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 39,228 700,000 SH   SOLE   700,000 0 0
PENN NATL GAMING INC COM 707569109 49,040 2,672,500 SH   SOLE   2,672,500 0 0
ROYAL CARIBBEAN CRUISES LTD COM v7780t103 58,703 746,000 SH   SOLE   746,000 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 29,636 1,907,100 SH   SOLE   1,907,100 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 68,832 900,000 SH Put SOLE   900,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 48,090 375,000 SH   SOLE   375,000 0 0
SIRIUS XM HLDGS INC COM 82968b103 119,887 32,141,276 SH   SOLE   32,141,276 0 0
SPIRIT AIRLS INC COM 848577102 40,359 649,900 SH   SOLE   649,900 0 0
TIME WARNER CABLE INC COM 88732J207 138,777 778,901 SH   SOLE   778,901 0 0
TRI POINTE HOMES INC COM 87265H109 54,419 3,556,800 SH   SOLE   3,556,800 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 122,152 859,622 SH   SOLE   859,622 0 0
WESTLAKE CHEM CORP COM 960413102 26,407 385,000 SH   SOLE   385,000 0 0
WHITING PETE CORP NEW COM 966387102 48,492 1,443,200 SH   SOLE   1,443,200 0 0