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 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
AMERICAN INTL GROUP INC COM NEW 026874784 447,000 10,000,000 SH   SOLE   10,000,000 0 0
ANADARKO PETE CORP COM 032511107 81,634 950,000 SH   SOLE   950,000 0 0
ANADARKO PETE CORP COM 032511107 12 32,000 SH Call SOLE   32,000 0 0
B/E AEROSPACE INC COM 073302101 115,121 1,825,000 SH   SOLE   1,825,000 0 0
BIOFUEL ENERGY CORP COM NEW 09064Y307 3,484 1,043,123 SH   SOLE   1,043,123 0 0
CABOT OIL & GAS CORP COM 127097103 97,652 1,375,000 SH   SOLE   1,375,000 0 0
CF INDS HLDGS INC COM 125269100 144,918 845,000 SH   SOLE   845,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 131 96,000 SH Call SOLE   96,000 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 35,160 1,000,000 SH   SOLE   1,000,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 421 94,500 SH Call SOLE   94,500 0 0
CONSTELLATION BRANDS INC CL A 21036P108 78,180 1,500,000 SH   SOLE   1,500,000 0 0
DISNEY WALT CO COM DISNEY 254687106 113,670 1,800,000 SH   SOLE   1,800,000 0 0
DISNEY WALT CO COM DISNEY 254687106 53 32,000 SH Call SOLE   32,000 0 0
DOLLAR GEN CORP NEW COM 256677105 110,946 2,200,000 SH   SOLE   2,200,000 0 0
ELAN PLC ADR 284131208 1,925 3,500,000 SH Call SOLE   3,500,000 0 0
ELAN PLC ADR 284131208 120,190 8,500,000 SH   SOLE   8,500,000 0 0
ENPHASE ENERGY INC COM 29355A107 57,581 7,448,987 SH   SOLE   7,448,987 0 0
GILEAD SCIENCES INC COM 375558103 257 128,000 SH Call SOLE   128,000 0 0
INTL PAPER CO COM 460146103 199,395 4,500,000 SH   SOLE   4,500,000 0 0
INTL PAPER CO COM 460146103 6,262 3,750,000 SH Call SOLE   3,750,000 0 0
ISHARES TR MSCI EMERG MKT 464287234 320 4,000,000 SH Call SOLE   4,000,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 220,470 3,000,000 SH   SOLE   3,000,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 135,780 1,999,998 SH   SOLE   1,999,998 0 0
MARATHON PETE CORP COM 56585A102 88,825 1,250,000 SH   SOLE   1,250,000 0 0
MARATHON PETE CORP COM 56585A102 1,200 1,000,000 SH Call SOLE   1,000,000 0 0
NEWS CORP CL A 65248E104 130,320 4,000,000 SH   SOLE   4,000,000 0 0
SOTHEBYS COM 835898107 94,775 2,500,000 SH   SOLE   2,500,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 211,575 2,500,000 SH   SOLE   2,500,000 0 0
TIBCO SOFTWARE INC COM 88632Q103 107,025 5,000,000 SH   SOLE   5,000,000 0 0
TIFFANY & CO NEW COM 886547108 120,186 1,650,000 SH   SOLE   1,650,000 0 0
WESCO INTL INC COM 95082P105 74,756 1,100,000 SH   SOLE   1,100,000 0 0
WILLIAMS COS INC DEL COM 969457100 56,822 1,750,000 SH   SOLE   1,750,000 0 0
YAHOO INC COM 984332106 1,558,060 62,000,000 SH   SOLE   62,000,000 0 0