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 51,482 200,000 SH Call SOLE   200,000 0 0
ACTAVIS PLC SHS G0083B108 327,375 1,271,803 SH   SOLE   1,271,803 0 0
ALLERGAN INC COM 018490102 159,137 748,563 SH   SOLE   748,563 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 159,381 1,418,986 SH   SOLE   1,418,986 0 0
APPLIED MATLS INC COM 038222105 49,840 2,000,000 SH Call SOLE   2,000,000 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 687 100,000 SH   SOLE   100,000 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 72,494 8,010,400 SH   SOLE   8,010,400 0 0
AVOLON HLDGS LTD COM G52237107 13,860 700,000 SH   SOLE   700,000 0 0
B/E AEROSPACE INC COM 073302101 398,125 6,861,862 SH   SOLE   6,861,862 0 0
CBS CORP NEW CL B 124857202 105,450 1,905,497 SH   SOLE   1,905,497 0 0
CLOROX CO DEL COM 189054109 105,804 1,015,300 SH Call SOLE   1,015,300 0 0
CROWN CASTLE INTL CORP NEW CNV PFD STK SR A 22822V200 3,589 35,000 SH   SOLE   35,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 78,700 1,000,000 SH Call SOLE   1,000,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 280,099 3,559,068 SH   SOLE   3,559,068 0 0
DANAHER CORP DEL COM 235851102 4,114 48,000 SH Call SOLE   48,000 0 0
DANAHER CORP DEL COM 235851102 133,708 1,560,000 SH   SOLE   1,560,000 0 0
DOLLAR GEN CORP NEW COM 256677105 141,400 2,000,000 SH Call SOLE   2,000,000 0 0
DOLLAR GEN CORP NEW COM 256677105 226 3,200 SH Put SOLE   3,200 0 0
DOLLAR GEN CORP NEW COM 256677105 50,453 713,621 SH   SOLE   713,621 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 101,192 3,942,046 SH   SOLE   3,942,046 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 697,315 20,241,370 SH   SOLE   20,241,370 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 17,031 1,082,027 SH   SOLE   1,082,027 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 219,290 1,000,000 SH Call SOLE   1,000,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 391,759 1,786,490 SH   SOLE   1,786,490 0 0
KLX INC COM 482539103 2,925 70,917 SH   SOLE   70,917 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 338,021 6,301,662 SH   SOLE   6,301,662 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 221,687 4,489,416 SH   SOLE   4,489,416 0 0
MOLSON COORS BREWING CO CL B 60871R209 111,780 1,500,000 SH Call SOLE   1,500,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 31,298 420,000 SH   SOLE   420,000 0 0
MONSANTO CO NEW COM 61166W101 289,583 2,423,901 SH   SOLE   2,423,901 0 0
NCR CORP NEW COM 62886E108 157,190 5,394,300 SH   SOLE   5,394,300 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 2,905 128,700 SH   SOLE   128,700 0 0
OCEANEERING INTL INC COM 675232102 151,501 2,576,110 SH   SOLE   2,576,110 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 148,298 6,386,664 SH   SOLE   6,386,664 0 0
POTASH CORP SASK INC COM 73755L107 26,716 756,400 SH Call SOLE   756,400 0 0
SALIX PHARMACEUTICALS INC COM 795435106 73,654 640,800 SH   SOLE   640,800 0 0
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 158,320 2,000,000 SH Put SOLE   2,000,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 71,790 1,500,000 SH Put SOLE   1,500,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 725,071 5,510,911 SH   SOLE   5,510,911 0 0
TIME WARNER INC COM NEW 887317303 204,751 2,396,995 SH   SOLE   2,396,995 0 0
WILLIAMS COS INC DEL COM 969457100 1,873,232 41,682,960 SH   SOLE   41,682,960 0 0