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
ACTIVISION BLIZZARD INC COM 00507V109 43,368 2,600,000 SH   SOLE   2,600,000 0 0
ALLERGAN INC COM 018490102 51 17,500 SH Call SOLE   17,500 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 486,300 10,000,000 SH   SOLE   10,000,000 0 0
ANADARKO PETE CORP COM 032511107 139,485 1,500,000 SH   SOLE   1,500,000 0 0
B/E AEROSPACE INC COM 073302101 103,348 1,400,000 SH   SOLE   1,400,000 0 0
BIOFUEL ENERGY CORP COM NEW 09064Y307 3,807 1,043,123 SH   SOLE   1,043,123 0 0
CABOT OIL & GAS CORP COM 127097103 41,052 1,100,000 SH   SOLE   1,100,000 0 0
CF INDS HLDGS INC COM 125269100 183,422 870,000 SH   SOLE   870,000 0 0
CF INDS HLDGS INC COM 125269100 328 24,000 SH Call SOLE   24,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 248 64,000 SH Call SOLE   64,000 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 128,672 3,200,000 SH   SOLE   3,200,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 157,850 2,750,000 SH   SOLE   2,750,000 0 0
CYTEC INDS INC COM 232820100 5,557 68,300 SH   SOLE   68,300 0 0
DISNEY WALT CO COM DISNEY 254687106 32,245 500,000 SH   SOLE   500,000 0 0
DOLLAR GEN CORP NEW COM 256677105 112,920 2,000,000 SH   SOLE   2,000,000 0 0
DOLLAR GEN CORP NEW COM 256677105 99 32,000 SH Call SOLE   32,000 0 0
ELAN PLC ADR 284131208 155,800 10,000,000 SH   SOLE   10,000,000 0 0
ENPHASE ENERGY INC COM 29355A107 60,486 7,448,987 SH   SOLE   7,448,987 0 0
EQT CORP COM 26884L109 88,720 1,000,000 SH   SOLE   1,000,000 0 0
FEDEX CORP COM 31428X106 228,220 2,000,000 SH   SOLE   2,000,000 0 0
GILEAD SCIENCES INC COM 375558103 31,435 500,000 SH   SOLE   500,000 0 0
GOOGLE INC CL A 38259P508 96,350 110,000 SH   SOLE   110,000 0 0
INTL PAPER CO COM 460146103 190,400 4,250,000 SH   SOLE   4,250,000 0 0
INTL PAPER CO COM 460146103 7,155 4,500,000 SH Call SOLE   4,500,000 0 0
INTREXON CORP COM 46122T102 49,125 2,150,592 SH   SOLE   2,150,592 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 218,213 2,750,000 SH   SOLE   2,750,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 132,003 1,750,000 SH   SOLE   1,750,000 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 29,338 1,250,000 SH   SOLE   1,250,000 0 0
MARATHON PETE CORP COM 56585A102 80,400 1,250,000 SH   SOLE   1,250,000 0 0
NOKIA CORP SPONSORED ADR 654902204 13,018 2,000,000 SH   SOLE   2,000,000 0 0
SOTHEBYS COM 835898107 302,150 6,150,000 SH   SOLE   6,150,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 142,832 1,550,000 SH   SOLE   1,550,000 0 0
TIBCO SOFTWARE INC COM 88632Q103 113,236 4,425,000 SH   SOLE   4,425,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 92,152 2,750,000 SH   SOLE   2,750,000 0 0
YAHOO INC COM 984332106 530,720 16,000,000 SH   SOLE   16,000,000 0 0