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
ACTAVIS PLCSHSG0083B108514,6252,500,000SH SOLE 2,500,00000
AMERICAN AIRLS GROUP INCCOM02376R10298,8202,700,001SH SOLE 2,700,00100
AMERICAN INTL GROUP INCCOM NEW026874784300,0606,000,000SH SOLE 6,000,00000
AMERICAN INTL GROUP INCCOM NEW02687478450,0101,000,000SHCallSOLE 1,000,00000
ANADARKO PETE CORPCOM032511107144,0921,700,000SH SOLE 1,700,00000
ANHEUSER BUSCH INBEV SA/NVSPONSORED ADR03524A108142,1551,350,000SH SOLE 1,350,00000
ASHLAND INC NEWCOM04420910474,610750,000SH SOLE 750,00000
AVAGO TECHNOLOGIES LTDSHSY0486S104128,8202,000,000SH SOLE 2,000,00000
BAIDU INCSPON ADR REP A05675210853,294350,000SH SOLE 350,00000
BIOFUEL ENERGY CORPCOM NEW09064Y3077,6151,043,123SH SOLE 1,043,12300
BLOCK H & R INCCOM093671105105,6653,500,000SH SOLE 3,500,00000
CABOT OIL & GAS CORPCOM127097103152,4604,500,000SH SOLE 4,500,00000
CF INDS HLDGS INCCOM125269100251,909966,500SH SOLE 966,50000
CHENIERE ENERGY INCCOM NEW16411R208166,0503,000,000SH SOLE 3,000,00000
CITIGROUP INCCOM NEW17296742495,2002,000,000SH SOLE 2,000,00000
CITRIX SYS INCCOM177376100146,4722,550,000SH SOLE 2,550,00000
COCA COLA ENTERPRISES INC NECOM19122T109138,5042,900,000SH SOLE 2,900,00000
CONSTELLATION BRANDS INCCL A21036P108165,6921,950,000SH SOLE 1,950,00000
CROWN HOLDINGS INCCOM228368106134,2203,000,000SH SOLE 3,000,00000
DOLLAR GEN CORP NEWCOM256677105166,4403,000,000SH SOLE 3,000,00000
DOW CHEM COCOM260543103351,0637,225,000SH SOLE 7,225,00000
ENPHASE ENERGY INCCOM29355A10754,8257,448,987SH SOLE 7,448,98700
EQT CORPCOM26884L10987,273900,000SH SOLE 900,00000
FEDEX CORPCOM31428X106265,1202,000,000SH SOLE 2,000,00000
GOOGLE INCCL A38259P508234,047210,000SH SOLE 210,00000
HERTZ GLOBAL HOLDINGS INCCOM42805T105159,8406,000,000SH SOLE 6,000,00000
INTL PAPER COCOM460146103137,6403,000,000SH SOLE 3,000,00000
INTL PAPER COCOM460146103137,6403,000,000SHCallSOLE 3,000,00000
INTREXON CORPCOM46122T10278,8703,000,000SH SOLE 3,000,00000
LIBERTY GLOBAL PLCSHS CL CG5480U120219,8345,400,000SH SOLE 5,400,00000
MASCO CORPCOM574599106105,4984,750,000SH SOLE 4,750,00000
MONDELEZ INTL INCCL A60920710551,8251,500,000SH SOLE 1,500,00000
NCR CORP NEWCOM62886E10854,8251,500,000SH SOLE 1,500,00000
NOKIA CORPSPONSORED ADR65490220433,0304,500,000SH SOLE 4,500,00000
OCWEN FINL CORPCOM NEW67574630939,1801,000,000SH SOLE 1,000,00000
ROPER INDS INC NEWCOM776696106153,5361,150,000SH SOLE 1,150,00000
SELECT SECTOR SPDR TRSBI INT-INDS81369Y704261,6505,000,000SHPutSOLE 5,000,00000
SENSATA TECHNOLOGIES HLDG BVSHSN7902X10678,8841,850,000SH SOLE 1,850,00000
SIGNET JEWELERS LIMITEDSHSG8127610084,688800,000SH SOLE 800,00000
SOTHEBYSCOM835898107289,6086,650,000SH SOLE 6,650,00000
TIM PARTICIPACOES S ASPONSORED ADR88706P20541,5361,600,000SH SOLE 1,600,00000
TIME WARNER CABLE INCCOM88732J20752,128380,000SH SOLE 380,00000
T-MOBILE US INCCOM872590104313,7859,500,000SH SOLE 9,500,00000
VALEANT PHARMACEUTICALS INTLCOM91911K10232,958250,000SH SOLE 250,00000
VERIZON COMMUNICATIONS INCCOM92343V104166,4953,500,000SH SOLE 3,500,00000
WILLIAMS COS INC DELCOM969457100202,9005,000,000SH SOLE 5,000,00000
YPF SOCIEDAD ANONIMASPON ADR CL D98424510082,5742,650,000SH SOLE 2,650,00000