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
ACTAVIS PLC SHS G0083B108 557,625 2,500,000 SH   SOLE   2,500,000 0 0
ALLY FINL INC COM 02005N100 1,088,966 45,595,000 SH   SOLE   45,595,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 91,290 2,125,000 SH   SOLE   2,125,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 327,480 6,000,000 SH   SOLE   6,000,000 0 0
AMGEN INC COM 031162100 53,266 450,000 SH   SOLE   450,000 0 0
ANADARKO PETE CORP COM 032511107 207,993 1,900,000 SH   SOLE   1,900,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 201,145 1,750,000 SH   SOLE   1,750,000 0 0
ASHLAND INC NEW COM 044209104 108,740 1,000,000 SH   SOLE   1,000,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 74,310 1,000,000 SH Call SOLE   1,000,000 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 144,140 2,000,000 SH   SOLE   2,000,000 0 0
BIOFUEL ENERGY CORP COM NEW 09064Y307 7,166 1,043,123 SH   SOLE   1,043,123 0 0
BLOCK H & R INC COM 093671105 144,136 4,300,000 SH   SOLE   4,300,000 0 0
CF INDS HLDGS INC COM 125269100 217,680 905,000 SH   SOLE   905,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 161,325 2,250,000 SH   SOLE   2,250,000 0 0
CITRIX SYS INC COM 177376100 125,100 2,000,000 SH   SOLE   2,000,000 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 160,063 3,350,000 SH   SOLE   3,350,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 193,886 2,200,000 SH   SOLE   2,200,000 0 0
DOLLAR GEN CORP NEW COM 256677105 229,440 4,000,000 SH   SOLE   4,000,000 0 0
DOW CHEM CO COM 260543103 1,132,120 22,000,000 SH   SOLE   22,000,000 0 0
ENPHASE ENERGY INC COM 29355A107 63,689 7,448,987 SH   SOLE   7,448,987 0 0
EQT CORP COM 26884L109 35,277 330,000 SH   SOLE   330,000 0 0
F M C CORP COM NEW 302491303 110,344 1,550,000 SH   SOLE   1,550,000 0 0
FEDEX CORP COM 31428X106 151,380 1,000,000 SH   SOLE   1,000,000 0 0
FINISAR CORP COM NEW 31787A507 69,125 3,500,000 SH   SOLE   3,500,000 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 161,172 5,750,000 SH   SOLE   5,750,000 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 138,460 2,000,000 SH   SOLE   2,000,000 0 0
INTREXON CORP COM 46122T102 72,877 2,900,000 SH   SOLE   2,900,000 0 0
JDS UNIPHASE CORP COM PAR $0.001 46612J507 31,175 2,500,000 SH   SOLE   2,500,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 224,243 5,300,000 SH   SOLE   5,300,000 0 0
MASCO CORP COM 574599106 188,700 8,500,000 SH   SOLE   8,500,000 0 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109 34,932 1,434,000 SH   SOLE   1,434,000 0 0
MOELIS & CO CL A 60786M105 10,840 341,044 SH   SOLE   341,044 0 0
OWENS CORNING NEW COM 690742101 18,296 473,000 SH   SOLE   473,000 0 0
RACKSPACE HOSTING INC COM 750086100 244,035 7,250,000 SH   SOLE   7,250,000 0 0
ROPER INDS INC NEW COM 776696106 189,813 1,300,000 SH   SOLE   1,300,000 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 140,340 3,000,000 SH   SOLE   3,000,000 0 0
SOTHEBYS COM 835898107 279,234 6,650,000 SH   SOLE   6,650,000 0 0
T-MOBILE US INC COM 872590104 268,960 8,000,000 SH   SOLE   8,000,000 0 0
WALGREEN CO COM 931422109 51,891 700,000 SH   SOLE   700,000 0 0
WILLIAMS COS INC DEL COM 969457100 218,288 3,750,000 SH   SOLE   3,750,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 204,250 6,250,000 SH   SOLE   6,250,000 0 0