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 505,954 1,700,000 SH   SOLE   1,700,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 118,417 2,850,000 SH   SOLE   2,850,000 0 0
AGILENT TECHNOLOGIES INC CALL 00846U101 20,775 500,000 SH   SOLE   500,000 0 0
AIR PRODS & CHEMS INC COM 009158106 408,395 2,699,600 SH   SOLE   2,699,600 0 0
ALERE INC COM 01449J105 151,590 3,100,000 SH   SOLE   3,100,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 91,564 1,100,000 SH   SOLE   1,100,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 53,785 1,000,000 SH   SOLE   1,000,000 0 0
ALLY FINL INC COM 02005N100 209,800 10,000,000 SH   SOLE   10,000,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 197,715 2,100,000 SH   SOLE   2,100,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 243,820 2,000,000 SH   SOLE   2,000,000 0 0
ARAMARK COM 03852U106 221,410 7,000,000 SH   SOLE   7,000,000 0 0
BAIDU INC SPON ADR REP A 056752108 119,830 575,000 SH   SOLE   575,000 0 0
BALL CORP COM 058498106 229,580 3,250,000 SH   SOLE   3,250,000 0 0
BELLEROPHON THERAPEUTICS INC COM 078771102 4,119 448,679 SH   SOLE   448,679 0 0
BLOCK H & R INC COM 093671105 112,245 3,500,000 SH   SOLE   3,500,000 0 0
BROOKDALE SR LIVING INC COM 112463104 320,960 8,500,000 SH   SOLE   8,500,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 90,356 4,900,000 SH   SOLE   4,900,000 0 0
CALIFORNIA RES CORP COM 13057Q107 76,100 10,000,000 SH   SOLE   10,000,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 135,177 700,000 SH   SOLE   700,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 352,170 4,550,000 SH   SOLE   4,550,000 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 132,600 3,000,000 SH   SOLE   3,000,000 0 0
COMCAST CORP NEW CL A 20030N101 451,760 8,000,000 SH   SOLE   8,000,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 180,126 1,550,000 SH   SOLE   1,550,000 0 0
DANAHER CORP DEL COM 235851102 233,475 2,750,000 SH   SOLE   2,750,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 271,148 3,400,400 SH   SOLE   3,400,400 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 333,828 7,425,000 SH   SOLE   7,425,000 0 0
DOLLAR GEN CORP NEW COM 256677105 226,140 3,000,000 SH   SOLE   3,000,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 13,800 414,662 SH   SOLE   414,662 0 0
GOOGLE INC CL A 38259P508 138,675 250,000 SH   SOLE   250,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 98,870 1,000,000 SH   SOLE   1,000,000 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 23,556 400,000 SH   SOLE   400,000 0 0
HUBBELL INC CL B 443510201 120,582 1,100,000 SH   SOLE   1,100,000 0 0
HUBBELL INC CL A 443510102 1,894 17,894 SH   SOLE   17,894 0 0
HUMANA INC COM 444859102 133,515 750,000 SH   SOLE   750,000 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 67,676 1,003,047 SH   SOLE   1,003,047 0 0
ICICI BK LTD ADR 45104G104 20,720 2,000,000 SH   SOLE   2,000,000 0 0
JARDEN CORP COM 471109108 198,375 3,750,000 SH   SOLE   3,750,000 0 0
KRAFT FOODS GROUP INC COM 50076Q106 130,672 1,500,000 SH   SOLE   1,500,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 174,335 3,500,000 SH   SOLE   3,500,000 0 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 267,442 3,250,000 SH   SOLE   3,250,000 0 0
MASTERCARD INC CL A 57636Q104 198,697 2,300,000 SH   SOLE   2,300,000 0 0
MEDTRONIC PLC SHS G5960L103 343,156 4,400,000 SH   SOLE   4,400,000 0 0
MGIC INVT CORP WIS COM 552848103 138,768 14,409,940 SH   SOLE   14,409,940 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 90,364 2,150,000 SH   SOLE   2,150,000 0 0
MOHAWK INDS INC COM 608190104 130,025 700,000 SH   SOLE   700,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 74,450 1,000,000 SH   SOLE   1,000,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 154,245 1,536,921 SH   SOLE   1,536,921 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 123,205 20,500,000 SH   SOLE   20,500,000 0 0
RADIAN GROUP INC COM 750236101 205,677 12,250,000 SH   SOLE   12,250,000 0 0
REALOGY HLDGS CORP COM 75605Y106 204,660 4,500,000 SH   SOLE   4,500,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 28,998 250,000 SH   SOLE   250,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 83,752 350,000 SH   SOLE   350,000 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 25,457 745,000 SH   SOLE   745,000 0 0
SMUCKER J M CO COM NEW 832696405 237,246 2,050,000 SH   SOLE   2,050,000 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 471,775 5,650,000 SH   SOLE   5,650,000 0 0
TRADE STR RESIDENTIAL INC COM NEW 89255N203 66,703 9,316,055 SH   SOLE   9,316,055 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 321,480 9,500,000 SH   SOLE   9,500,000 0 0
UNITED CONTL HLDGS INC COM 910047109 149,631 2,225,000 SH   SOLE   2,225,000 0 0
WHITING PETE CORP NEW COM 966387102 208,575 6,750,000 SH   SOLE   6,750,000 0 0
WILLIAMS COS INC DEL CALL 969457100 101,180 2,000,000 SH   SOLE   2,000,000 0 0
YUM BRANDS INC COM 988498101 177,120 2,250,000 SH   SOLE   2,250,000 0 0