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
ACTAVIS PLC SHS G0083B108 521,307 2,025,200 SH   SOLE   2,025,200 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 102,350 2,500,000 SH   SOLE   2,500,000 0 0
AIR PRODS & CHEMS INC COM 009158106 374,940 2,599,600 SH   SOLE   2,599,600 0 0
ALASKA AIR GROUP INC COM 011659109 16,932 283,333 SH   SOLE   283,333 0 0
ALERE INC COM 01449J105 7,980 210,000 SH   SOLE   210,000 0 0
ALLERGAN INC COM 018490102 143,498 675,000 SH   SOLE   675,000 0 0
ALLY FINL INC COM 02005N100 118,100 5,000,000 SH   SOLE   5,000,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 166,640 1,685,783 SH   SOLE   1,685,783 0 0
AXALTA COATING SYS LTD COM G0750C108 18,214 700,000 SH   SOLE   700,000 0 0
BLOCK H & R INC COM 093671105 117,880 3,500,000 SH   SOLE   3,500,000 0 0
BROOKDALE SR LIVING INC COM 112463104 335,530 9,150,000 SH   SOLE   9,150,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 116,634 700,000 SH   SOLE   700,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 292,160 4,150,000 SH   SOLE   4,150,000 0 0
COMCAST CORP NEW CL A 20030N101 464,080 8,000,000 SH   SOLE   8,000,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 137,438 1,400,000 SH   SOLE   1,400,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 184,945 2,350,000 SH   SOLE   2,350,000 0 0
DANAHER CORP DEL COM 235851102 224,560 2,620,000 SH   SOLE   2,620,000 0 0
DANAHER CORP DEL CALL 235851102 171,420 2,000,000 SH   SOLE   2,000,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 290,880 4,000,000 SH   SOLE   4,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 249,939 5,081,100 SH   SOLE   5,081,100 0 0
DOLLAR GEN CORP NEW COM 256677105 169,680 2,400,000 SH   SOLE   2,400,000 0 0
ENDO INTL PLC SHS G30401106 72,120 1,000,000 SH   SOLE   1,000,000 0 0
FOSSIL GROUP INC COM 34988V106 130,515 1,178,567 SH   SOLE   1,178,567 0 0
GNC HLDGS INC COM CL A 36191G107 11,740 250,000 SH   SOLE   250,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 218,996 2,295,800 SH   SOLE   2,295,800 0 0
GULFPORT ENERGY CORP COM NEW 402635304 34,435 825,000 SH   SOLE   825,000 0 0
HUBBELL INC CL B 443510201 169,967 1,591,000 SH   SOLE   1,591,000 0 0
HUBBELL INC CL A 443510102 1,989 17,894 SH   SOLE   17,894 0 0
HUNTSMAN CORP COM 447011107 84,514 3,710,000 SH   SOLE   3,710,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 135,960 620,000 SH   SOLE   620,000 0 0
JARDEN CORP COM 471109108 179,550 3,750,000 SH   SOLE   3,750,000 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 35,277 714,400 SH   SOLE   714,400 0 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 231,042 3,250,000 SH   SOLE   3,250,000 0 0
MASTERCARD INC CL A 57636Q104 202,476 2,350,000 SH   SOLE   2,350,000 0 0
MCKESSON CORP COM 58155Q103 103,790 500,000 SH   SOLE   500,000 0 0
MEDTRONIC INC COM 585055106 216,600 3,000,000 SH   SOLE   3,000,000 0 0
MGIC INVT CORP WIS COM 552848103 121,160 13,000,000 SH   SOLE   13,000,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 149,660 7,000,000 SH   SOLE   7,000,000 0 0
MOHAWK INDS INC COM 608190104 163,128 1,050,000 SH   SOLE   1,050,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 74,520 1,000,000 SH   SOLE   1,000,000 0 0
MONDELEZ INTL INC CL A 609207105 145,300 4,000,000 SH   SOLE   4,000,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 84,948 775,000 SH   SOLE   775,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 117,421 1,536,921 SH   SOLE   1,536,921 0 0
PVH CORP COM 693656100 140,987 1,100,000 SH   SOLE   1,100,000 0 0
RADIAN GROUP INC COM 750236101 200,640 12,000,000 SH   SOLE   12,000,000 0 0
REALOGY HLDGS CORP COM 75605Y106 200,205 4,500,000 SH   SOLE   4,500,000 0 0
SALIX PHARMACEUTICALS INC COM 795435106 80,458 700,000 SH   SOLE   700,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 154,092 725,000 SH   SOLE   725,000 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 182,408 2,250,000 SH   SOLE   2,250,000 0 0
TRADE STR RESIDENTIAL INC COM NEW 89255N203 71,640 9,316,055 SH   SOLE   9,316,055 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 316,841 8,250,000 SH   SOLE   8,250,000 0 0
TYCO INTL PLC SHS G91442106 232,458 5,300,000 SH   SOLE   5,300,000 0 0
UNITED CONTL HLDGS INC COM 910047109 125,529 1,876,650 SH   SOLE   1,876,650 0 0
WILLIAMS COS INC DEL COM 969457100 123,585 2,750,000 SH   SOLE   2,750,000 0 0
WILLIAMS COS INC DEL CALL 969457100 89,880 2,000,000 SH   SOLE   2,000,000 0 0
YAHOO INC COM 984332106 126,275 2,500,000 SH   SOLE   2,500,000 0 0
YUM BRANDS INC COM 988498101 182,125 2,500,000 SH   SOLE   2,500,000 0 0