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 |
ACTAVIS PLC | SHS | G0083B108 | 95,238 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
CDK GLOBAL INC | COM | 12508E101 | 99,131 | 2,120,000 | SH | SOLE | 2,120,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 118,763 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
ENDO INTL PLC | SHS | G30401106 | 91,943 | 1,025,000 | SH | SOLE | 1,025,000 | 0 | 0 | ||
HARMAN INTL INDS INC | COM | 413086109 | 60,468 | 452,500 | SH | SOLE | 452,500 | 0 | 0 | ||
IMPAX LABORATORIES INC | COM | 45256B101 | 125,143 | 2,670,000 | SH | SOLE | 2,670,000 | 0 | 0 | ||
KRAFT FOODS GROUP INC | COM | 50076Q106 | 52,269 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 51,465 | 238,000 | SH | SOLE | 238,000 | 0 | 0 | ||
PETROLEO BRASILEIRO SA PETRO | SP ADR NON VTG | 71654V408 | 60,100 | 10,000,000 | SH | Put | SOLE | 10,000,000 | 0 | 0 | |
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 102,363 | 2,665,000 | SH | SOLE | 2,665,000 | 0 | 0 | ||
SIRIUS XM HLDGS INC | COM | 82968B103 | 43,166 | 11,300,000 | SH | SOLE | 11,300,000 | 0 | 0 | ||
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 121,388 | 2,325,000 | SH | SOLE | 2,325,000 | 0 | 0 | ||
TESORO CORP | COM | 881609101 | 36,516 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
TESORO CORP | COM | 881609101 | 120,046 | 1,315,000 | SH | SOLE | 1,315,000 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 50,306 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 102,886 | 1,215,000 | SH | SOLE | 1,215,000 | 0 | 0 |