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 |
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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 |
ALPHABET INC | CAP STK CL C | 02079k107 | 142,375 | 191,120 | SH | SOLE | 191,120 | 0 | 0 | ||
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 108,155 | 867,600 | SH | SOLE | 867,600 | 0 | 0 | ||
BALL CORP | COM | 058498106 | 88,713 | 1,244,400 | SH | SOLE | 1,244,400 | 0 | 0 | ||
BAXALTA INC | COM | 07177M103 | 43,248 | 1,070,500 | SH | SOLE | 1,070,500 | 0 | 0 | ||
BIOGEN INC | COM | 09062x103 | 67,338 | 258,674 | SH | SOLE | 258,674 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 75,409 | 3,650,000 | SH | SOLE | 3,650,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 77,626 | 383,472 | SH | SOLE | 383,472 | 0 | 0 | ||
CIT GROUP INC | COM NEW | 125581801 | 48,928 | 1,576,800 | SH | SOLE | 1,576,800 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 180,265 | 1,193,100 | SH | SOLE | 1,193,100 | 0 | 0 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 158,323 | 1,830,327 | SH | SOLE | 1,830,327 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 115,584 | 1,401,692 | SH | SOLE | 1,401,692 | 0 | 0 | ||
EBAY INC | COM | 278642103 | 60,792 | 2,547,860 | SH | SOLE | 2,547,860 | 0 | 0 | ||
HARRIS CORP DEL | COM | 413875105 | 20,392 | 261,900 | SH | SOLE | 261,900 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 36,799 | 156,500 | SH | Call | SOLE | 156,500 | 0 | 0 | |
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 132,963 | 565,463 | SH | SOLE | 565,463 | 0 | 0 | ||
MAGNA INTL INC | COM | 559222401 | 43,119 | 1,003,700 | SH | SOLE | 1,003,700 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 73,598 | 585,600 | SH | SOLE | 585,600 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 59,170 | 470,800 | SH | Call | SOLE | 470,800 | 0 | 0 | |
MEDIVATION INC | COM | 58501N101 | 18,392 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
MOLSON COORS BREWING CO | CL B | 60871R209 | 86,287 | 897,139 | SH | SOLE | 897,139 | 0 | 0 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 22,192 | 1,533,679 | SH | SOLE | 1,533,679 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 94,323 | 2,443,600 | SH | SOLE | 2,443,600 | 0 | 0 | ||
PENN NATL GAMING INC | COM | 707569109 | 57,360 | 3,436,800 | SH | SOLE | 3,436,800 | 0 | 0 | ||
SHIRE PLC | SPONSORED ADR | 82481R106 | 53,761 | 312,745 | SH | SOLE | 312,745 | 0 | 0 | ||
SIRIUS XM HLDGS INC | COM | 82968b103 | 107,199 | 27,139,000 | SH | SOLE | 27,139,000 | 0 | 0 | ||
SKECHERS U S A INC | CL A | 830566105 | 83,890 | 2,755,000 | SH | SOLE | 2,755,000 | 0 | 0 | ||
TIME WARNER CABLE INC | COM | 88732J207 | 78,934 | 385,758 | SH | SOLE | 385,758 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 59,288 | 817,200 | SH | SOLE | 817,200 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 104,704 | 1,443,200 | SH | Call | SOLE | 1,443,200 | 0 | 0 | |
VISA INC | COM CL A | 92826C839 | 59,524 | 778,300 | SH | SOLE | 778,300 | 0 | 0 |