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 PFD CONV SER A G0083B116 15,463 15,000 SH   SOLE   15,000 0 0
ACTAVIS PLC SHS G0083B108 398,782 1,339,903 SH   SOLE   1,339,903 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 695,848 70,644,429 SH   SOLE   70,644,429 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 105,151 862,530 SH   SOLE   862,530 0 0
APPLIED MATLS INC COM 038222105 157,920 7,000,000 SH Call SOLE   7,000,000 0 0
APPLIED MATLS INC COM 038222105 90,240 4,000,000 SH   SOLE   4,000,000 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 824 100,000 SH   SOLE   100,000 0 0
AXIALL CORP COM 05463D100 25,723 548,000 SH   SOLE   548,000 0 0
B/E AEROSPACE INC COM 073302101 423,404 6,655,210 SH   SOLE   6,655,210 0 0
CALIFORNIA RES CORP COM 13057Q107 9,079 1,193,005 SH   SOLE   1,193,005 0 0
CIT GROUP INC COM NEW 125581801 68,491 1,517,972 SH   SOLE   1,517,972 0 0
COMPUTER SCIENCES CORP COM 205363104 5,007 76,700 SH   SOLE   76,700 0 0
CROWN CASTLE INTL CORP NEW CNV PFD STK SR A 22822V200 3,655 35,000 SH   SOLE   35,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 133,517 1,617,608 SH   SOLE   1,617,608 0 0
DANAHER CORP DEL COM 235851102 127,350 1,500,000 SH Call SOLE   1,500,000 0 0
DANAHER CORP DEL COM 235851102 68,939 812,000 SH   SOLE   812,000 0 0
ENDO INTL PLC SHS G30401106 113,521 1,265,561 SH   SOLE   1,265,561 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 104,661 3,942,046 SH   SOLE   3,942,046 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 744,073 20,241,370 SH   SOLE   20,241,370 0 0
HUNTSMAN CORP COM 447011107 66,100 2,981,504 SH   SOLE   2,981,504 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 374,482 1,605,360 SH   SOLE   1,605,360 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 190,283 3,210,437 SH   SOLE   3,210,437 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 58,287 1,082,593 SH   SOLE   1,082,593 0 0
MCDONALDS CORP COM 580135101 19,975 205,000 SH   SOLE   205,000 0 0
MEDICINES CO COM 584688105 56,612 2,020,403 SH   SOLE   2,020,403 0 0
MGM RESORTS INTERNATIONAL COM 552953101 81,991 3,898,782 SH   SOLE   3,898,782 0 0
MOLSON COORS BREWING CO CL B 60871R209 111,675 1,500,000 SH Call SOLE   1,500,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 145,437 1,953,479 SH   SOLE   1,953,479 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 3,004 128,700 SH   SOLE   128,700 0 0
PANDORA MEDIA INC COM 698354107 15,782 973,607 SH   SOLE   973,607 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 235,077 9,161,222 SH   SOLE   9,161,222 0 0
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 310,320 4,000,000 SH Put SOLE   4,000,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 797,475 5,745,911 SH   SOLE   5,745,911 0 0
TEKMIRA PHARMACEUTICALS CORP COM NEW 87911B209 2,303 131,900 SH   SOLE   131,900 0 0
TIME WARNER INC COM NEW 887317303 201,052 2,381,000 SH   SOLE   2,381,000 0 0
VIACOM INC NEW CL B 92553P201 68,300 1,000,000 SH Call SOLE   1,000,000 0 0
VIACOM INC NEW CL B 92553P201 61,415 899,191 SH   SOLE   899,191 0 0
WILLIAMS COS INC DEL COM 969457100 2,108,741 41,682,960 SH   SOLE   41,682,960 0 0
YUM BRANDS INC COM 988498101 67,424 856,500 SH   SOLE   856,500 0 0
ZAYO GROUP HLDGS INC COM 98919V105 1,970 70,457 SH   SOLE   70,457 0 0