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
ABBOTT LABSCOM002824100124,5723,250,000SH SOLE 3,250,00000
ACTAVIS PLCSHSG0083B1082,52015,000SHCallSOLE 15,00000
ACTIVISION BLIZZARD INCCOM00507V10971,3204,000,000SH SOLE 4,000,00000
AMERICAN INTL GROUP INCCOM NEW026874784382,8757,500,000SH SOLE 7,500,00000
AMERICAN INTL GROUP INCCOM NEW026874784255,2505,000,000SHCallSOLE 5,000,00000
ANADARKO PETE CORPCOM032511107166,9692,105,000SH SOLE 2,105,00000
APPLE INCCOM03783310056,102100,000SH SOLE 100,00000
B/E AEROSPACE INCCOM073302101117,4901,350,000SH SOLE 1,350,00000
BAIDU INCSPON ADR REP A056752108106,728600,000SH SOLE 600,00000
BIOFUEL ENERGY CORPCOM NEW09064Y3071,7841,043,123SH SOLE 1,043,12300
BLACKBERRY LTDCOM09228F10374,40010,000,000SH SOLE 10,000,00000
CABOT OIL & GAS CORPCOM127097103116,2803,000,000SH SOLE 3,000,00000
CHENIERE ENERGY INCCOM NEW16411R208137,9843,200,000SH SOLE 3,200,00000
CHENIERE ENERGY PTNRS LP HLDCOM REP LLC IN16411W10828,1251,500,000SH SOLE 1,500,00000
COCA COLA ENTERPRISES INC NECOM19122T109136,8033,100,000SH SOLE 3,100,00000
COLE REAL ESTATE INVTS INCCOM19329V10545,6303,250,000SH SOLE 3,250,00000
CONSTELLATION BRANDS INCCL A21036P108140,7602,000,000SH SOLE 2,000,00000
CROWN HOLDINGS INCCOM228368106133,7103,000,000SH SOLE 3,000,00000
CYTEC INDS INCCOM23282010046,580500,000SH SOLE 500,00000
DOLLAR GEN CORP NEWCOM256677105135,7202,250,000SH SOLE 2,250,00000
DOLLAR GEN CORP NEWCOM256677105120,6402,000,000SHCallSOLE 2,000,00000
DOW CHEM COCOM2605431031,02123,000SHCallSOLE 23,00000
DOW CHEM COCOM260543103342,9907,725,000SH SOLE 7,725,00000
ENPHASE ENERGY INCCOM29355A10747,2277,448,987SH SOLE 7,448,98700
EQT CORPCOM26884L10994,2691,050,000SH SOLE 1,050,00000
FEDEX CORPCOM31428X106359,4252,500,000SH SOLE 2,500,00000
FIDELITY NATIONAL FINANCIALCL A31620R10589,2382,750,000SH SOLE 2,750,00000
GENERAL MTRS COCOM37045V1003,29080,500SHCallSOLE 80,50000
GILEAD SCIENCES INCCOM375558103112,6501,500,000SH SOLE 1,500,00000
GOOGLE INCCL A38259P508179,314160,000SH SOLE 160,00000
HERTZ GLOBAL HOLDINGS INCCOM42805T105171,7206,000,000SH SOLE 6,000,00000
INTL PAPER COCOM460146103147,0903,000,000SHCallSOLE 3,000,00000
INTL PAPER COCOM460146103196,1204,000,000SH SOLE 4,000,00000
INTREXON CORPCOM46122T10258,6022,539,200SH SOLE 2,539,20000
LIBERTY GLOBAL PLCSHS CL AG5480U104160,2001,800,000SH SOLE 1,800,00000
LIBERTY GLOBAL PLCSHS CL CG5480U12075,888900,000SH SOLE 900,00000
MARATHON PETE CORPCOM56585A10291,7301,000,000SH SOLE 1,000,00000
NIELSEN HOLDINGS N VCOMN6321810678,0131,700,000SH SOLE 1,700,00000
NOKIA CORPSPONSORED ADR65490220436,4954,500,000SH SOLE 4,500,00000
NORTHSTAR RLTY FIN CORPCOM66704R10026,9002,000,000SH SOLE 2,000,00000
NXP SEMICONDUCTORS N VCOMN6596X10945,9301,000,000SH SOLE 1,000,00000
SOTHEBYSCOM835898107337,8206,350,000SH SOLE 6,350,00000
T-MOBILE US INCCOM872590104256,5057,625,000SH SOLE 7,625,00000
WILLIAMS COS INC DELCOM969457100163,9224,250,000SH SOLE 4,250,00000
YAHOO INCCOM984332106323,5208,000,000SH SOLE 8,000,00000