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
AETNA INC NEW COM 00817Y108 348,890 3,188,829 SH   SOLE   3,188,829 0 0
ALLERGAN PLC PFD CONV SER A G0177J116 14,191 15,000 SH   SOLE   15,000 0 0
ALLERGAN PLC SHS G0177J108 190,267 700,000 SH Call SOLE   700,000 0 0
ALLERGAN PLC SHS G0177J108 546,064 2,008,993 SH   SOLE   2,008,993 0 0
ANADARKO PETE CORP COM 032511107 118,982 1,970,233 SH   SOLE   1,970,233 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 90,148 847,891 SH   SOLE   847,891 0 0
APPLIED MATLS INC COM 038222105 102,830 7,000,000 SH Call SOLE   7,000,000 0 0
APPLIED MATLS INC COM 038222105 1,491 101,500 SH   SOLE   101,500 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 584 100,000 SH   SOLE   100,000 0 0
AUTONATION INC COM 05329W102 93,884 1,613,687 SH   SOLE   1,613,687 0 0
AXIALL CORP COM 05463D100 7,092 452,035 SH   SOLE   452,035 0 0
B/E AEROSPACE INC COM 073302101 363,042 8,269,754 SH   SOLE   8,269,754 0 0
BALL CORP COM 058498106 170,261 2,737,311 SH   SOLE   2,737,311 0 0
CALIFORNIA RES CORP COM 13057Q107 11,634 4,474,698 SH   SOLE   4,474,698 0 0
EBAY INC COM 278642103 39,420 1,612,919 SH   SOLE   1,612,919 0 0
ENDO INTL PLC SHS G30401106 40,481 584,317 SH   SOLE   584,317 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 107,381 3,942,046 SH   SOLE   3,942,046 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 686,944 19,366,915 SH   SOLE   19,366,915 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 20,150 236,638 SH   SOLE   236,638 0 0
HUMANA INC COM 444859102 49,163 274,654 SH   SOLE   274,654 0 0
MEDICINES CO COM 584688105 117,175 3,086,803 SH   SOLE   3,086,803 0 0
MOLSON COORS BREWING CO CL B 60871R209 188,571 2,271,397 SH   SOLE   2,271,397 0 0
MYLAN N V SHS EURO N59465109 80,520 2,000,000 SH Call SOLE   2,000,000 0 0
OFFICE DEPOT INC COM 676220106 41,826 6,515,000 SH   SOLE   6,515,000 0 0
PERRIGO CO PLC SHS G97822103 59,485 378,235 SH   SOLE   378,235 0 0
PFIZER INC COM 717081103 31,410 1,000,000 SH Call SOLE   1,000,000 0 0
PFIZER INC COM 717081103 9,871 314,250 SH   SOLE   314,250 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 152,912 12,087,918 SH   SOLE   12,087,918 0 0
PRECISION CASTPARTS CORP COM 740189105 6,087 26,500 SH Call SOLE   26,500 0 0
SIGNET JEWELERS LIMITED SHS G81276100 687,738 5,052,070 SH   SOLE   5,052,070 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 33,240 500,000 SH Call SOLE   500,000 0 0
TIME WARNER CABLE INC COM 88732J207 11,349 63,273 SH   SOLE   63,273 0 0
TIME WARNER INC COM NEW 887317303 68,750 1,000,000 SH Call SOLE   1,000,000 0 0
TIME WARNER INC COM NEW 887317303 255,288 3,713,287 SH   SOLE   3,713,287 0 0
VEREIT INC COM 92339V100 622,294 80,608,053 SH   SOLE   80,608,053 0 0
WILLIAMS COS INC DEL COM 969457100 1,536,017 41,682,960 SH   SOLE   41,682,960 0 0
YUM BRANDS INC COM 988498101 1,602,214 20,040,195 SH   SOLE   20,040,195 0 0