The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| AIR PRODS & CHEMS INC | COM | 009158106 | 39,614 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| ALLERGAN PLC | SHS | G0177J108 | 9,059 | 33,800 | SH | SOLE | 33,800 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 40,871 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 17,836 | 756,406 | SH | SOLE | 756,406 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 4,939 | 146,000 | SH | SOLE | 146,000 | 0 | 0 | ||
| EASTMAN KODAK CO | COM NEW | 277461406 | 4,883 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| ENDO INTL PLC | SHS | G30401106 | 4,842 | 172,000 | SH | SOLE | 172,000 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 18,507 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| HCA HOLDINGS INC | COM | 40412C101 | 11,856 | 151,899 | SH | SOLE | 151,899 | 0 | 0 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 25,828 | 394,322 | SH | SOLE | 394,322 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 16,918 | 13,125 | SH | SOLE | 13,125 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 12,913 | 357,598 | SH | SOLE | 357,598 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 56,600 | 1,019,999 | SH | SOLE | 1,019,999 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 20,227 | 142,856 | SH | SOLE | 142,856 | 0 | 0 | ||
| TRAVELPORT WORLDWIDE LTD | SHS | G9019D104 | 17,758 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||