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 PLCSHSG0083B108557,6252,500,000SH SOLE 2,500,00000
ALLY FINL INCCOM02005N1001,088,96645,595,000SH SOLE 45,595,00000
AMERICAN AIRLS GROUP INCCOM02376R10291,2902,125,000SH SOLE 2,125,00000
AMERICAN INTL GROUP INCCOM NEW026874784327,4806,000,000SH SOLE 6,000,00000
AMGEN INCCOM03116210053,266450,000SH SOLE 450,00000
ANADARKO PETE CORPCOM032511107207,9931,900,000SH SOLE 1,900,00000
ANHEUSER BUSCH INBEV SA/NVSPONSORED ADR03524A108201,1451,750,000SH SOLE 1,750,00000
ASHLAND INC NEWCOM044209104108,7401,000,000SH SOLE 1,000,00000
ASTRAZENECA PLCSPONSORED ADR04635310874,3101,000,000SHCallSOLE 1,000,00000
AVAGO TECHNOLOGIES LTDSHSY0486S104144,1402,000,000SH SOLE 2,000,00000
BIOFUEL ENERGY CORPCOM NEW09064Y3077,1661,043,123SH SOLE 1,043,12300
BLOCK H & R INCCOM093671105144,1364,300,000SH SOLE 4,300,00000
CF INDS HLDGS INCCOM125269100217,680905,000SH SOLE 905,00000
CHENIERE ENERGY INCCOM NEW16411R208161,3252,250,000SH SOLE 2,250,00000
CITRIX SYS INCCOM177376100125,1002,000,000SH SOLE 2,000,00000
COCA COLA ENTERPRISES INC NECOM19122T109160,0633,350,000SH SOLE 3,350,00000
CONSTELLATION BRANDS INCCL A21036P108193,8862,200,000SH SOLE 2,200,00000
DOLLAR GEN CORP NEWCOM256677105229,4404,000,000SH SOLE 4,000,00000
DOW CHEM COCOM2605431031,132,12022,000,000SH SOLE 22,000,00000
ENPHASE ENERGY INCCOM29355A10763,6897,448,987SH SOLE 7,448,98700
EQT CORPCOM26884L10935,277330,000SH SOLE 330,00000
F M C CORPCOM NEW302491303110,3441,550,000SH SOLE 1,550,00000
FEDEX CORPCOM31428X106151,3801,000,000SH SOLE 1,000,00000
FINISAR CORPCOM NEW31787A50769,1253,500,000SH SOLE 3,500,00000
HERTZ GLOBAL HOLDINGS INCCOM42805T105161,1725,750,000SH SOLE 5,750,00000
IAC INTERACTIVECORPCOM PAR $.00144919P508138,4602,000,000SH SOLE 2,000,00000
INTREXON CORPCOM46122T10272,8772,900,000SH SOLE 2,900,00000
JDS UNIPHASE CORPCOM PAR $0.00146612J50731,1752,500,000SH SOLE 2,500,00000
LIBERTY GLOBAL PLCSHS CL CG5480U120224,2435,300,000SH SOLE 5,300,00000
MASCO CORPCOM574599106188,7008,500,000SH SOLE 8,500,00000
MEMORIAL RESOURCE DEV CORPCOM58605Q10934,9321,434,000SH SOLE 1,434,00000
MOELIS & COCL A60786M10510,840341,044SH SOLE 341,04400
OWENS CORNING NEWCOM69074210118,296473,000SH SOLE 473,00000
RACKSPACE HOSTING INCCOM750086100244,0357,250,000SH SOLE 7,250,00000
ROPER INDS INC NEWCOM776696106189,8131,300,000SH SOLE 1,300,00000
SENSATA TECHNOLOGIES HLDG NVSHSN7902X106140,3403,000,000SH SOLE 3,000,00000
SOTHEBYSCOM835898107279,2346,650,000SH SOLE 6,650,00000
T-MOBILE US INCCOM872590104268,9608,000,000SH SOLE 8,000,00000
WALGREEN COCOM93142210951,891700,000SH SOLE 700,00000
WILLIAMS COS INC DELCOM969457100218,2883,750,000SH SOLE 3,750,00000
YPF SOCIEDAD ANONIMASPON ADR CL D984245100204,2506,250,000SH SOLE 6,250,00000