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 |
| BLOCK H & R INC | COM | 093671105 | 21,257 | 732,000 | SH | SOLE | 732,000 | 0 | 0 | ||
| BLOCK H & R INC | COM | 093671105 | 2,904 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| CARTER INC | COM | 146229109 | 20,665 | 287,850 | SH | SOLE | 287,850 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 9,095 | 66,500 | SH | SOLE | 66,500 | 0 | 0 | ||
| ENDO HEALTH SOLUTIONS INC | COM | 29264F205 | 11,940 | 177,000 | SH | SOLE | 177,000 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 5,833 | 59,000 | SH | SOLE | 59,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 10,919 | 129,500 | SH | SOLE | 129,500 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 14,693 | 175,870 | SH | SOLE | 175,870 | 0 | 0 | ||
| MCGRAW HILL FINL INC | COM | 580645109 | 10,557 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| NORTHSTAR RLTY FIN CORP | COM | 66704R100 | 1,345 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 1,787 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| TESORO CORP | COM | 881609101 | 1,463 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 4,831 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 1,723 | 20,803 | SH | SOLE | 20,803 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 21,191 | 180,500 | SH | SOLE | 180,500 | 0 | 0 | ||