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
ACTAVIS PLC SHS G0083B108 44,610 200,000 SH Call SOLE   200,000 0 0
ACTAVIS PLC SHS G0083B108 262,711 1,177,813 SH   SOLE   1,177,813 0 0
AIR PRODS & CHEMS INC COM 009158106 25,724 200,000 SH   SOLE   200,000 0 0
ALLERGAN INC COM 018490102 53,934 318,720 SH   SOLE   318,720 0 0
ANADARKO PETE CORP COM 032511107 276,585 2,526,580 SH   SOLE   2,526,580 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 64,608 562,100 SH   SOLE   562,100 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 637 100,000 SH   SOLE   100,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 91,996 1,238,000 SH   SOLE   1,238,000 0 0
CBS CORP NEW CL B 124857202 207,813 3,344,266 SH   SOLE   3,344,266 0 0
COMMONWEALTH REIT COM SH BEN INT 203233101 149,373 5,675,250 SH   SOLE   5,675,250 0 0
CROWN CASTLE INTL CORP CNV PFD STK SR A 228227500 3,555 35,000 SH   SOLE   35,000 0 0
CROWN CASTLE INTL CORP COM 228227104 266,430 3,587,796 SH   SOLE   3,587,796 0 0
DANAHER CORP DEL COM 235851102 204,698 2,600,000 SH Call SOLE   2,600,000 0 0
DIRECTV COM 25490A309 68,476 805,500 SH   SOLE   805,500 0 0
DISH NETWORK CORP CL A 25470M109 32,527 499,800 SH   SOLE   499,800 0 0
DOLLAR GEN CORP NEW COM 256677105 184,997 3,225,186 SH   SOLE   3,225,186 0 0
ENDO INTL PLC SHS G30401106 26,087 372,559 SH   SOLE   372,559 0 0
EVERTEC INC COM 30040P103 30,169 1,244,601 SH   SOLE   1,244,601 0 0
FAMILY DLR STORES INC COM 307000109 132,280 2,000,000 SH Call SOLE   2,000,000 0 0
FAMILY DLR STORES INC COM 307000109 66 1,000 SH   SOLE   1,000 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 599,035 18,285,547 SH   SOLE   18,285,547 0 0
GREEN PLAINS INC COM 393222104 5,262 160,100 SH   SOLE   160,100 0 0
HCA HOLDINGS INC COM 40412C101 108,388 1,922,459 SH   SOLE   1,922,459 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 132,230 700,000 SH Call SOLE   700,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 225,965 1,196,213 SH   SOLE   1,196,213 0 0
ISHARES RUSSELL 2000 ETF 464287655 178,215 1,500,000 SH Put SOLE   1,500,000 0 0
ISTAR FINL INC COM 45031U101 2,633 175,771 SH   SOLE   175,771 0 0
LAMAR ADVERTISING CO CL A 512815101 184,904 3,488,762 SH   SOLE   3,488,762 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 91,111 2,074,954 SH   SOLE   2,074,954 0 0
MOLSON COORS BREWING CO CL B 60871R209 74,160 1,000,000 SH Call SOLE   1,000,000 0 0
MONSANTO CO NEW COM 61166W101 430,813 3,453,684 SH   SOLE   3,453,684 0 0
NATIONSTAR MTG HLDGS INC COM 63861C109 81,675 2,250,000 SH Call SOLE   2,250,000 0 0
NCR CORP NEW COM 62886E108 54,649 1,557,396 SH   SOLE   1,557,396 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 14,716 525,000 SH   SOLE   525,000 0 0
SBA COMMUNICATIONS CORP COM 78388J106 71,610 700,000 SH   SOLE   700,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 622,888 5,632,411 SH   SOLE   5,632,411 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 287,980 3,500,000 SH Put SOLE   3,500,000 0 0
TIME INC NEW COM 887228104 5,207 214,998 SH   SOLE   214,998 0 0
TIME WARNER INC COM NEW 887317303 130,314 1,855,000 SH   SOLE   1,855,000 0 0
TW TELECOM INC COM 87311L104 308,799 7,660,595 SH   SOLE   7,660,595 0 0
VIACOM INC NEW CL B 92553P201 130,095 1,500,000 SH Call SOLE   1,500,000 0 0
VIVUS INC COM 928551100 4,856 912,706 SH   SOLE   912,706 0 0
WALGREEN CO COM 931422109 126,510 1,706,600 SH   SOLE   1,706,600 0 0
WILLIAMS COS INC DEL COM 969457100 2,426,365 41,682,960 SH   SOLE   41,682,960 0 0