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
ACTAVIS PLC SHS G0083B108 287,307 1,190,763 SH   SOLE   1,190,763 0 0
ACTAVIS PLC SHS G0083B108 34,624 143,500 SH Call SOLE   143,500 0 0
AERCAP HOLDINGS NV SHS N00985106 134,477 3,287,949 SH   SOLE   3,287,949 0 0
AIR PRODS & CHEMS INC COM 009158106 73,315 563,179 SH   SOLE   563,179 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 109,681 1,234,446 SH   SOLE   1,234,446 0 0
ALLERGAN INC COM 018490102 396,441 2,224,822 SH   SOLE   2,224,822 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 207 1 SH   SOLE   1 0 0
BROOKDALE SR LIVING INC COM 112463104 113,119 3,510,832 SH   SOLE   3,510,832 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 36,395 548,280 SH   SOLE   548,280 0 0
CF INDS HLDGS INC COM 125269100 222,919 798,365 SH   SOLE   798,365 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 8,818 58,254 SH   SOLE   58,254 0 0
CHENIERE ENERGY INC COM NEW 16411R208 148,252 1,852,453 SH   SOLE   1,852,453 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 59,262 1,024,402 SH   SOLE   1,024,402 0 0
COMCAST CORP NEW CL A 20030N101 56,096 1,043,057 SH   SOLE   1,043,057 0 0
CORINTHIAN COLLEGES INC COM 218868107 52 466,236 SH   SOLE   466,236 0 0
DELEK US HLDGS INC COM 246647101 103,436 3,123,056 SH   SOLE   3,123,056 0 0
DOLLAR TREE INC COM 256746108 25,782 459,813 SH   SOLE   459,813 0 0
ENDO INTL PLC SHS G30401106 157,680 2,307,284 SH   SOLE   2,307,284 0 0
FACEBOOK INC CL A 30303M102 51,277 648,752 SH   SOLE   648,752 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 189,025 1,330,039 SH   SOLE   1,330,039 0 0
HESS CORP COM 42809H107 199,244 2,112,427 SH   SOLE   2,112,427 0 0
IMS HEALTH HLDGS INC COM 44970B109 26,226 1,001,387 SH   SOLE   1,001,387 0 0
IPG PHOTONICS CORP COM 44980X109 25,210 366,526 SH   SOLE   366,526 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 17,176 1,050,500 SH Call SOLE   1,050,500 0 0
ISTAR FINL INC COM 45031U101 57,580 4,265,216 SH   SOLE   4,265,216 0 0
ITC HLDGS CORP COM 465685105 71,312 2,001,465 SH   SOLE   2,001,465 0 0
JANUS CAP GROUP INC COM 47102X105 41,262 2,837,821 SH   SOLE   2,837,821 0 0
KINDER MORGAN INC DEL COM 49456B101 151,125 3,941,711 SH   SOLE   3,941,711 0 0
KING DIGITAL ENTMT PLC ORD SHS G5258J109 47,916 3,772,896 SH   SOLE   3,772,896 0 0
KING DIGITAL ENTMT PLC ORD SHS G5258J109 7,569 596,000 SH Call SOLE   596,000 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 235,249 5,144,308 SH   SOLE   5,144,308 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 58,678 1,430,651 SH   SOLE   1,430,651 0 0
LINKEDIN CORP COM CL A 53578A108 37,542 180,674 SH   SOLE   180,674 0 0
MARATHON PETE CORP COM 56585A102 49,443 583,944 SH   SOLE   583,944 0 0
MASTERCARD INC CL A 57636Q104 26,068 352,652 SH   SOLE   352,652 0 0
MONDELEZ INTL INC CL A 609207105 39,853 1,163,092 SH   SOLE   1,163,092 0 0
NEXTERA ENERGY INC COM 65339F101 167,276 1,781,804 SH   SOLE   1,781,804 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 53,114 1,531,099 SH   SOLE   1,531,099 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 235,369 12,777,883 SH   SOLE   12,777,883 0 0
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 214,279 12,126,709 SH   SOLE   12,126,709 0 0
NOVAGOLD RES INC COM NEW 66987E206 12,523 4,132,965 SH   SOLE   4,132,965 0 0
NRG YIELD INC COM CL A 62942X108 90,835 1,930,600 SH   SOLE   1,930,600 0 0
NXP SEMICONDUCTORS N V COM N6596X109 67,227 982,423 SH   SOLE   982,423 0 0
PIONEER NAT RES CO COM 723787107 78,313 397,587 SH   SOLE   397,587 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 85,058 861,000 SH Put SOLE   861,000 0 0
PTC INC COM 69370C100 99,998 2,709,965 SH   SOLE   2,709,965 0 0
PVH CORP COM 693656100 48,807 402,866 SH   SOLE   402,866 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 267,891 5,938,606 SH   SOLE   5,938,606 0 0
SERVICENOW INC COM 81762P102 10,068 171,291 SH   SOLE   171,291 0 0
SUNEDISON INC COM 86732Y109 166,959 8,843,173 SH   SOLE   8,843,173 0 0
TERRAFORM PWR INC CL A COM 88104R100 55,856 1,935,406 SH   SOLE   1,935,406 0 0
TESORO CORP COM 881609101 196,754 3,226,534 SH   SOLE   3,226,534 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 1,877 47,952 SH   SOLE   47,952 0 0
VISA INC COM CL A 92826C839 76,975 360,756 SH   SOLE   360,756 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 147,160 7,075,000 SH   SOLE   7,075,000 0 0
WILLIAMS COS INC DEL COM 969457100 343,892 6,213,043 SH   SOLE   6,213,043 0 0
WILLIAMS COS INC DEL COM 969457100 95,340 1,722,500 SH Call SOLE   1,722,500 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 100,032 2,704,295 SH   SOLE   2,704,295 0 0