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
ALPHABET INC CAP STK CL C 02079k107 142,375 191,120 SH   SOLE   191,120 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 108,155 867,600 SH   SOLE   867,600 0 0
BALL CORP COM 058498106 88,713 1,244,400 SH   SOLE   1,244,400 0 0
BAXALTA INC COM 07177M103 43,248 1,070,500 SH   SOLE   1,070,500 0 0
BIOGEN INC COM 09062x103 67,338 258,674 SH   SOLE   258,674 0 0
BOYD GAMING CORP COM 103304101 75,409 3,650,000 SH   SOLE   3,650,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 77,626 383,472 SH   SOLE   383,472 0 0
CIT GROUP INC COM NEW 125581801 48,928 1,576,800 SH   SOLE   1,576,800 0 0
CONSTELLATION BRANDS INC CL A 21036P108 180,265 1,193,100 SH   SOLE   1,193,100 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 158,323 1,830,327 SH   SOLE   1,830,327 0 0
DOLLAR TREE INC COM 256746108 115,584 1,401,692 SH   SOLE   1,401,692 0 0
EBAY INC COM 278642103 60,792 2,547,860 SH   SOLE   2,547,860 0 0
HARRIS CORP DEL COM 413875105 20,392 261,900 SH   SOLE   261,900 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 36,799 156,500 SH Call SOLE   156,500 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 132,963 565,463 SH   SOLE   565,463 0 0
MAGNA INTL INC COM 559222401 43,119 1,003,700 SH   SOLE   1,003,700 0 0
MCDONALDS CORP COM 580135101 73,598 585,600 SH   SOLE   585,600 0 0
MCDONALDS CORP COM 580135101 59,170 470,800 SH Call SOLE   470,800 0 0
MEDIVATION INC COM 58501N101 18,392 400,000 SH   SOLE   400,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 86,287 897,139 SH   SOLE   897,139 0 0
NOVOCURE LTD ORD SHS G6674U108 22,192 1,533,679 SH   SOLE   1,533,679 0 0
PAYPAL HLDGS INC COM 70450Y103 94,323 2,443,600 SH   SOLE   2,443,600 0 0
PENN NATL GAMING INC COM 707569109 57,360 3,436,800 SH   SOLE   3,436,800 0 0
SHIRE PLC SPONSORED ADR 82481R106 53,761 312,745 SH   SOLE   312,745 0 0
SIRIUS XM HLDGS INC COM 82968b103 107,199 27,139,000 SH   SOLE   27,139,000 0 0
SKECHERS U S A INC CL A 830566105 83,890 2,755,000 SH   SOLE   2,755,000 0 0
TIME WARNER CABLE INC COM 88732J207 78,934 385,758 SH   SOLE   385,758 0 0
TIME WARNER INC COM NEW 887317303 59,288 817,200 SH   SOLE   817,200 0 0
TIME WARNER INC COM NEW 887317303 104,704 1,443,200 SH Call SOLE   1,443,200 0 0
VISA INC COM CL A 92826C839 59,524 778,300 SH   SOLE   778,300 0 0