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
ABBOTT LABS COM 002824100 124,572 3,250,000 SH   SOLE   3,250,000 0 0
ACTAVIS PLC SHS G0083B108 2,520 15,000 SH Call SOLE   15,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 71,320 4,000,000 SH   SOLE   4,000,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 382,875 7,500,000 SH   SOLE   7,500,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 255,250 5,000,000 SH Call SOLE   5,000,000 0 0
ANADARKO PETE CORP COM 032511107 166,969 2,105,000 SH   SOLE   2,105,000 0 0
APPLE INC COM 037833100 56,102 100,000 SH   SOLE   100,000 0 0
B/E AEROSPACE INC COM 073302101 117,490 1,350,000 SH   SOLE   1,350,000 0 0
BAIDU INC SPON ADR REP A 056752108 106,728 600,000 SH   SOLE   600,000 0 0
BIOFUEL ENERGY CORP COM NEW 09064Y307 1,784 1,043,123 SH   SOLE   1,043,123 0 0
BLACKBERRY LTD COM 09228F103 74,400 10,000,000 SH   SOLE   10,000,000 0 0
CABOT OIL & GAS CORP COM 127097103 116,280 3,000,000 SH   SOLE   3,000,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 137,984 3,200,000 SH   SOLE   3,200,000 0 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 28,125 1,500,000 SH   SOLE   1,500,000 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 136,803 3,100,000 SH   SOLE   3,100,000 0 0
COLE REAL ESTATE INVTS INC COM 19329V105 45,630 3,250,000 SH   SOLE   3,250,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 140,760 2,000,000 SH   SOLE   2,000,000 0 0
CROWN HOLDINGS INC COM 228368106 133,710 3,000,000 SH   SOLE   3,000,000 0 0
CYTEC INDS INC COM 232820100 46,580 500,000 SH   SOLE   500,000 0 0
DOLLAR GEN CORP NEW COM 256677105 135,720 2,250,000 SH   SOLE   2,250,000 0 0
DOLLAR GEN CORP NEW COM 256677105 120,640 2,000,000 SH Call SOLE   2,000,000 0 0
DOW CHEM CO COM 260543103 1,021 23,000 SH Call SOLE   23,000 0 0
DOW CHEM CO COM 260543103 342,990 7,725,000 SH   SOLE   7,725,000 0 0
ENPHASE ENERGY INC COM 29355A107 47,227 7,448,987 SH   SOLE   7,448,987 0 0
EQT CORP COM 26884L109 94,269 1,050,000 SH   SOLE   1,050,000 0 0
FEDEX CORP COM 31428X106 359,425 2,500,000 SH   SOLE   2,500,000 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 89,238 2,750,000 SH   SOLE   2,750,000 0 0
GENERAL MTRS CO COM 37045V100 3,290 80,500 SH Call SOLE   80,500 0 0
GILEAD SCIENCES INC COM 375558103 112,650 1,500,000 SH   SOLE   1,500,000 0 0
GOOGLE INC CL A 38259P508 179,314 160,000 SH   SOLE   160,000 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 171,720 6,000,000 SH   SOLE   6,000,000 0 0
INTL PAPER CO COM 460146103 147,090 3,000,000 SH Call SOLE   3,000,000 0 0
INTL PAPER CO COM 460146103 196,120 4,000,000 SH   SOLE   4,000,000 0 0
INTREXON CORP COM 46122T102 58,602 2,539,200 SH   SOLE   2,539,200 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 160,200 1,800,000 SH   SOLE   1,800,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 75,888 900,000 SH   SOLE   900,000 0 0
MARATHON PETE CORP COM 56585A102 91,730 1,000,000 SH   SOLE   1,000,000 0 0
NIELSEN HOLDINGS N V COM N63218106 78,013 1,700,000 SH   SOLE   1,700,000 0 0
NOKIA CORP SPONSORED ADR 654902204 36,495 4,500,000 SH   SOLE   4,500,000 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 26,900 2,000,000 SH   SOLE   2,000,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 45,930 1,000,000 SH   SOLE   1,000,000 0 0
SOTHEBYS COM 835898107 337,820 6,350,000 SH   SOLE   6,350,000 0 0
T-MOBILE US INC COM 872590104 256,505 7,625,000 SH   SOLE   7,625,000 0 0
WILLIAMS COS INC DEL COM 969457100 163,922 4,250,000 SH   SOLE   4,250,000 0 0
YAHOO INC COM 984332106 323,520 8,000,000 SH   SOLE   8,000,000 0 0