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
AMERICAN INTL GROUP INCCOM NEW026874784447,00010,000,000SH SOLE 10,000,00000
ANADARKO PETE CORPCOM03251110781,634950,000SH SOLE 950,00000
ANADARKO PETE CORPCOM0325111071232,000SHCallSOLE 32,00000
B/E AEROSPACE INCCOM073302101115,1211,825,000SH SOLE 1,825,00000
BIOFUEL ENERGY CORPCOM NEW09064Y3073,4841,043,123SH SOLE 1,043,12300
CABOT OIL & GAS CORPCOM12709710397,6521,375,000SH SOLE 1,375,00000
CF INDS HLDGS INCCOM125269100144,918845,000SH SOLE 845,00000
CHENIERE ENERGY INCCOM NEW16411R20813196,000SHCallSOLE 96,00000
COCA COLA ENTERPRISES INC NECOM19122T10935,1601,000,000SH SOLE 1,000,00000
CONSTELLATION BRANDS INCCL A21036P10842194,500SHCallSOLE 94,50000
CONSTELLATION BRANDS INCCL A21036P10878,1801,500,000SH SOLE 1,500,00000
DISNEY WALT COCOM DISNEY254687106113,6701,800,000SH SOLE 1,800,00000
DISNEY WALT COCOM DISNEY2546871065332,000SHCallSOLE 32,00000
DOLLAR GEN CORP NEWCOM256677105110,9462,200,000SH SOLE 2,200,00000
ELAN PLCADR2841312081,9253,500,000SHCallSOLE 3,500,00000
ELAN PLCADR284131208120,1908,500,000SH SOLE 8,500,00000
ENPHASE ENERGY INCCOM29355A10757,5817,448,987SH SOLE 7,448,98700
GILEAD SCIENCES INCCOM375558103257128,000SHCallSOLE 128,00000
INTL PAPER COCOM460146103199,3954,500,000SH SOLE 4,500,00000
INTL PAPER COCOM4601461036,2623,750,000SHCallSOLE 3,750,00000
ISHARES TRMSCI EMERG MKT4642872343204,000,000SHCallSOLE 4,000,00000
LIBERTY GLOBAL PLCSHS CL AG5480U104220,4703,000,000SH SOLE 3,000,00000
LIBERTY GLOBAL PLCSHS CL CG5480U120135,7801,999,998SH SOLE 1,999,99800
MARATHON PETE CORPCOM56585A10288,8251,250,000SH SOLE 1,250,00000
MARATHON PETE CORPCOM56585A1021,2001,000,000SHCallSOLE 1,000,00000
NEWS CORPCL A65248E104130,3204,000,000SH SOLE 4,000,00000
SOTHEBYSCOM83589810794,7752,500,000SH SOLE 2,500,00000
THERMO FISHER SCIENTIFIC INCCOM883556102211,5752,500,000SH SOLE 2,500,00000
TIBCO SOFTWARE INCCOM88632Q103107,0255,000,000SH SOLE 5,000,00000
TIFFANY & CO NEWCOM886547108120,1861,650,000SH SOLE 1,650,00000
WESCO INTL INCCOM95082P10574,7561,100,000SH SOLE 1,100,00000
WILLIAMS COS INC DELCOM96945710056,8221,750,000SH SOLE 1,750,00000
YAHOO INCCOM9843321061,558,06062,000,000SH SOLE 62,000,00000