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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W10264,416725,000SH SOLEN/A725,00000
AMERICAN AIRLS GROUP INCCOM02376R102258,5397,286,892SH SOLEN/A7,286,89200
APPLE INCCOM037833100116,9411,160,705SH SOLEN/A1,160,70500
AXIALL CORPCOM05463D10050,7901,418,309SH SOLEN/A1,418,30900
BROADCOM CORPCL A11132010768,4451,693,336SH SOLEN/A1,693,33600
CBS CORP NEWCL B124857202152,7472,855,078SH SOLEN/A2,855,07800
CHICAGO BRIDGE & IRON CO N VN Y REGISTRY SH16725010995,4291,649,598SH SOLEN/A1,649,59800
CITIGROUP INCCOM NEW172967424431,1248,319,639SH SOLEN/A8,319,63900
DELTA AIR LINES INC DELCOM NEW247361702270,4317,480,799SH SOLEN/A7,480,79900
DISNEY WALT COCOM DISNEY25468710614,120158,600SH SOLEN/A158,60000
EASTMAN CHEM COCOM27743210039,381486,852SH SOLEN/A486,85200
FACEBOOK INCCL A30303M102283,3843,585,329SH SOLEN/A3,585,32900
FORD MTR CO DELCOM PAR $0.01345370860107,7727,286,816SH SOLEN/A7,286,81600
GENERAL MTRS CO*W EXP 07/10/20137045V1184,138184,879SH SOLEN/A184,87900
GENERAL MTRS CO*W EXP 07/10/20137045V1262,672184,879SH SOLEN/A184,87900
GENERAL MTRS COCOM37045V100474,74914,863,791SH SOLEN/A14,863,79100
GOODYEAR TIRE & RUBR COCOM382550101254,78411,281,096SH SOLEN/A11,281,09600
GOOGLE INCCL A38259P508260,230442,259SH SOLEN/A442,25900
GOOGLE INCCL C38259P706367,817637,067SH SOLEN/A637,06700
HALLIBURTON COCOM406216101324,1385,024,621SH SOLEN/A5,024,62100
HARTFORD FINL SVCS GROUP INC*W EXP 06/26/20141651512020,953725,000SH SOLEN/A725,00000
HCA HOLDINGS INCCOM40412C101375,6525,326,882SH SOLEN/A5,326,88200
HD SUPPLY HLDGS INCCOM40416M10535,0791,286,830SH SOLEN/A1,286,83000
HUNTSMAN CORPCOM447011107190,1277,315,375SH SOLEN/A7,315,37500
KBR INCCOM48242W10649,1932,612,500SH SOLEN/A2,612,50000
LORILLARD INCCOM54414710185,1321,421,000SH SOLEN/A1,421,00000
MASCO CORPCOM574599106138,6135,794,851SH SOLEN/A5,794,85100
MGM RESORTS INTERNATIONALCOM55295310160,1082,638,625SH SOLEN/A2,638,62500
MOHAWK INDS INCCOM60819010476,595568,129SH SOLEN/A568,12900
NXP SEMICONDUCTORS N VCOMN6596X109173,1682,530,584SH SOLEN/A2,530,58400
OWENS CORNING NEWCOM690742101104,3033,285,130SH SOLEN/A3,285,13000
POWERSHARES QQQ TRUSTUNIT SER 173935A104316,1283,200,000SH SOLEN/A3,200,00000
PRICELINE COM INCCOM NEW741503403424,705366,574SH SOLEN/A366,57400
RYLAND GROUP INCCOM78376410336,0151,083,471SH SOLEN/A1,083,47100
SCHLUMBERGER LTDCOM80685710860,851598,400SH SOLEN/A598,40000
SHIRE PLCSPONSORED ADR82481R10648,169185,944SH SOLEN/A185,94400
SPDR S&P 500 ETF TRTR UNIT78462F103260,6311,322,866SH SOLEN/A1,322,86600
TEREX CORP NEWCOM88077910349,5791,560,563SH SOLEN/A1,560,56300
TRIUMPH GROUP INC NEWCOM89681810160,553930,876SH SOLEN/A930,87600
UNITED CONTL HLDGS INCCOM910047109231,9334,956,901SH SOLEN/A4,956,90100
WEATHERFORD INTL PLCORD SHSG4883310055,4782,667,195SH SOLEN/A2,667,19500
WHIRLPOOL CORPCOM963320106291,3002,000,000SH SOLEN/A2,000,00000