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
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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 888,064 3,450,000 SH   SOLE   3,450,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,039,400 10,000,000 SH   SOLE   10,000,000 0 0
ALLERGAN INC COM 018490102 85,036 400,000 SH   SOLE   400,000 0 0
ALLY FINL INC COM 02005N100 708,600 30,000,000 SH   SOLE   30,000,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 201,112 3,750,000 SH   SOLE   3,750,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 196,035 3,500,000 SH   SOLE   3,500,000 0 0
AMGEN INC COM 031162100 1,700,421 10,675,000 SH   SOLE   10,675,000 0 0
ANADARKO PETE CORP COM 032511107 82,500 1,000,000 SH   SOLE   1,000,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 252,720 2,250,000 SH   SOLE   2,250,000 0 0
CF INDS HLDGS INC COM 125269100 177,151 650,000 SH   SOLE   650,000 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 17,400 20,000,000 SH   SOLE   20,000,000 0 0
CITIGROUP INC COM NEW 172967424 270,550 5,000,000 SH   SOLE   5,000,000 0 0
COBALT INTL ENERGY INC NOTE 2.625%12/0 19075FAA4 19,360 32,000,000 PRN   SOLE   32,000,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 196,340 2,000,000 SH   SOLE   2,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 189,382 3,850,000 SH   SOLE   3,850,000 0 0
DOLLAR GEN CORP NEW COM 256677105 282,800 4,000,000 SH   SOLE   4,000,000 0 0
DOW CHEM CO COM 260543103 1,003,420 22,000,000 SH   SOLE   22,000,000 0 0
E M C CORP MASS COM 268648102 208,180 7,000,000 SH   SOLE   7,000,000 0 0
EBAY INC COM 278642103 561,200 10,000,000 SH   SOLE   10,000,000 0 0
ENERGIZER HLDGS INC COM 29266R108 128,560 1,000,000 SH   SOLE   1,000,000 0 0
ENPHASE ENERGY INC COM 29355A107 89,298 6,248,987 SH   SOLE   6,248,987 0 0
FCB FINL HLDGS INC CL A 30255G103 24,546 996,165 SH   SOLE   996,165 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 81,790 550,000 SH   SOLE   550,000 0 0
GREEN BRICK PARTNERS INC COM 392709101 42,985 5,242,124 SH   SOLE   5,242,124 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 105,995 4,250,000 SH   SOLE   4,250,000 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 144,376 2,375,000 SH   SOLE   2,375,000 0 0
INTREXON CORP COM 46122T102 79,837 2,900,000 SH   SOLE   2,900,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 280,198 5,800,000 SH   SOLE   5,800,000 0 0
MASCO CORP COM 574599106 252,000 10,000,000 SH   SOLE   10,000,000 0 0
MOELIS & CO CL A 60786M105 5,783 170,523 SH   SOLE   170,523 0 0
MOHAWK INDS INC COM 608190104 100,984 650,000 SH   SOLE   650,000 0 0
PHILLIPS 66 COM 718546104 358,500 5,000,000 SH   SOLE   5,000,000 0 0
RICE MIDSTREAM PARTNERS LP UNIT LTD PARTN 762819100 3,350 200,000 SH   SOLE   200,000 0 0
ROPER INDS INC NEW COM 776696106 203,255 1,300,000 SH   SOLE   1,300,000 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 209,640 4,000,000 SH   SOLE   4,000,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 106,270 500,000 SH   SOLE   500,000 0 0
SOTHEBYS COM 835898107 287,147 6,650,000 SH   SOLE   6,650,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 102,770 500,000 SH   SOLE   500,000 0 0
SUNEDISON INC COM 86732Y109 219,488 11,250,000 SH   SOLE   11,250,000 0 0
WILLIAMS COS INC DEL COM 969457100 179,760 4,000,000 SH   SOLE   4,000,000 0 0