The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |
ALDER BIOPHARMACEUTICALS INC | COM | 014339105 | 14,617 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 85,330 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
ALTABA INC | COM | 021346101 | 63,310 | 3,250,000 | SH | SOLE | 3,250,000 | 0 | 0 | ||
AMERICAN INTL GROUP INC | *W EXP 01/19/202 | 026874156 | 14,261 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 51,381 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||
BAKER HUGHES A GE CO | CL A | 05722G100 | 25,520 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 43,755 | 1,500,000 | SH | Put | SOLE | 1,500,000 | 0 | 0 | |
BANK AMER CORP | COM | 060505104 | 87,510 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
BANK NEW YORK MELLON CORP | COM | 064058100 | 10,172 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
BHP GROUP PLC | SPONSORED ADR | 05545E209 | 21,420 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
CBS CORP NEW | CL A | 124857103 | 6,590 | 152,012 | SH | SOLE | 152,012 | 0 | 0 | ||
CELGENE CORP | COM | 151020104 | 136,289 | 1,372,500 | SH | SOLE | 1,372,500 | 0 | 0 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 44,106 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
CTRIP COM INTL LTD | SPONSORED ADS | 22943F100 | 5,858 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
DISCOVERY INC | COM SER C | 25470F302 | 7,393 | 300,300 | SH | SOLE | 300,300 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 74,934 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
IAC INTERACTIVECORP | COM | 44919P508 | 8,719 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 10,108 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 12,251 | 291,964 | SH | SOLE | 291,964 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 13,510 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
RIO TINTO PLC | SPONSORED ADR | 767204100 | 5,209 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 16,908 | 214,654 | SH | SOLE | 214,654 | 0 | 0 | ||
TIFFANY & CO NEW | COM | 886547108 | 49,557 | 535,000 | SH | SOLE | 535,000 | 0 | 0 | ||
UNITED TECHNOLOGIES CORP | COM | 913017109 | 62,799 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
VIACOM INC NEW | CL B | 92553P201 | 973 | 40,500 | SH | SOLE | 40,500 | 0 | 0 | ||
WABTEC CORP | COM | 929740108 | 17,965 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 68,648 | 2,025,000 | SH | SOLE | 2,025,000 | 0 | 0 |