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

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

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
ACTAVIS PLC SHS G0083B108 514,625 2,500,000 SH   SOLE   2,500,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 98,820 2,700,001 SH   SOLE   2,700,001 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 300,060 6,000,000 SH   SOLE   6,000,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 50,010 1,000,000 SH Call SOLE   1,000,000 0 0
ANADARKO PETE CORP COM 032511107 144,092 1,700,000 SH   SOLE   1,700,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 142,155 1,350,000 SH   SOLE   1,350,000 0 0
ASHLAND INC NEW COM 044209104 74,610 750,000 SH   SOLE   750,000 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 128,820 2,000,000 SH   SOLE   2,000,000 0 0
BAIDU INC SPON ADR REP A 056752108 53,294 350,000 SH   SOLE   350,000 0 0
BIOFUEL ENERGY CORP COM NEW 09064Y307 7,615 1,043,123 SH   SOLE   1,043,123 0 0
BLOCK H & R INC COM 093671105 105,665 3,500,000 SH   SOLE   3,500,000 0 0
CABOT OIL & GAS CORP COM 127097103 152,460 4,500,000 SH   SOLE   4,500,000 0 0
CF INDS HLDGS INC COM 125269100 251,909 966,500 SH   SOLE   966,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208 166,050 3,000,000 SH   SOLE   3,000,000 0 0
CITIGROUP INC COM NEW 172967424 95,200 2,000,000 SH   SOLE   2,000,000 0 0
CITRIX SYS INC COM 177376100 146,472 2,550,000 SH   SOLE   2,550,000 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 138,504 2,900,000 SH   SOLE   2,900,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 165,692 1,950,000 SH   SOLE   1,950,000 0 0
CROWN HOLDINGS INC COM 228368106 134,220 3,000,000 SH   SOLE   3,000,000 0 0
DOLLAR GEN CORP NEW COM 256677105 166,440 3,000,000 SH   SOLE   3,000,000 0 0
DOW CHEM CO COM 260543103 351,063 7,225,000 SH   SOLE   7,225,000 0 0
ENPHASE ENERGY INC COM 29355A107 54,825 7,448,987 SH   SOLE   7,448,987 0 0
EQT CORP COM 26884L109 87,273 900,000 SH   SOLE   900,000 0 0
FEDEX CORP COM 31428X106 265,120 2,000,000 SH   SOLE   2,000,000 0 0
GOOGLE INC CL A 38259P508 234,047 210,000 SH   SOLE   210,000 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 159,840 6,000,000 SH   SOLE   6,000,000 0 0
INTL PAPER CO COM 460146103 137,640 3,000,000 SH   SOLE   3,000,000 0 0
INTL PAPER CO COM 460146103 137,640 3,000,000 SH Call SOLE   3,000,000 0 0
INTREXON CORP COM 46122T102 78,870 3,000,000 SH   SOLE   3,000,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 219,834 5,400,000 SH   SOLE   5,400,000 0 0
MASCO CORP COM 574599106 105,498 4,750,000 SH   SOLE   4,750,000 0 0
MONDELEZ INTL INC CL A 609207105 51,825 1,500,000 SH   SOLE   1,500,000 0 0
NCR CORP NEW COM 62886E108 54,825 1,500,000 SH   SOLE   1,500,000 0 0
NOKIA CORP SPONSORED ADR 654902204 33,030 4,500,000 SH   SOLE   4,500,000 0 0
OCWEN FINL CORP COM NEW 675746309 39,180 1,000,000 SH   SOLE   1,000,000 0 0
ROPER INDS INC NEW COM 776696106 153,536 1,150,000 SH   SOLE   1,150,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 261,650 5,000,000 SH Put SOLE   5,000,000 0 0
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 78,884 1,850,000 SH   SOLE   1,850,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 84,688 800,000 SH   SOLE   800,000 0 0
SOTHEBYS COM 835898107 289,608 6,650,000 SH   SOLE   6,650,000 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 41,536 1,600,000 SH   SOLE   1,600,000 0 0
TIME WARNER CABLE INC COM 88732J207 52,128 380,000 SH   SOLE   380,000 0 0
T-MOBILE US INC COM 872590104 313,785 9,500,000 SH   SOLE   9,500,000 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 32,958 250,000 SH   SOLE   250,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 166,495 3,500,000 SH   SOLE   3,500,000 0 0
WILLIAMS COS INC DEL COM 969457100 202,900 5,000,000 SH   SOLE   5,000,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 82,574 2,650,000 SH   SOLE   2,650,000 0 0