0000950142-14-000375.txt : 20140213 0000950142-14-000375.hdr.sgml : 20140213 20140213115923 ACCESSION NUMBER: 0000950142-14-000375 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140213 DATE AS OF CHANGE: 20140213 EFFECTIVENESS DATE: 20140213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Merchants' Gate Capital LP CENTRAL INDEX KEY: 0001425160 IRS NUMBER: 412240843 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12839 FILM NUMBER: 14604139 BUSINESS ADDRESS: STREET 1: 712 FIFTH AVENUE STREET 2: 44TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: (212) 993-7040 MAIL ADDRESS: STREET 1: 712 FIFTH AVENUE STREET 2: 44TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001425160 XXXXXXXX 12-31-2013 12-31-2013 false Merchants' Gate Capital LP

712 Fifth Avenue 44th Floor New York NY 10019

13F HOLDINGS REPORT 028-12839 N Jason Capello 212-993-7040 /s/ Jason Capello New York NY 02-13-2014 0 22 1792317 INFORMATION TABLE 2 infotable.xml AIRGAS INC COM 009363102 22370 200000 SH SOLE 200000 0 0 AMAZON COM INC COM 023135106 19940 50000 SH SOLE 50000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 54340 772101 SH SOLE 772101 0 0 DOLLAR GEN CORP NEW COM 256677105 125206 2075702 SH SOLE 2075702 0 0 DOLLAR TREE INC COM 256746108 67313 1193076 SH SOLE 1193076 0 0 DRESSER-RAND GROUP INC COM 261608103 55158 925000 SH SOLE 925000 0 0 HOME DEPOT INC COM 437076102 144095 1750000 SH SOLE 1750000 0 0 MICHAEL KORS HLDGS LTD SHS G60754101 24487 301600 SH SOLE 301600 0 0 MONSANTO CO NEW COM 61166W101 93240 800000 SH Call SOLE 800000 0 0 MONSANTO CO NEW COM 61166W101 162347 1392942 SH SOLE 1392942 0 0 NVR INC COM 62944T105 154903 150976 SH SOLE 150976 0 0 RANGE RES CORP COM 75281A109 37940 450000 SH SOLE 450000 0 0 REALOGY HLDGS CORP COM 75605Y106 134289 2714556 SH SOLE 2714556 0 0 ROSS STORES INC COM 778296103 100683 1343689 SH SOLE 1343689 0 0 SALLY BEAUTY HLDGS INC COM 79546E104 48056 1589671 SH SOLE 1589671 0 0 SIRIUS XM HLDGS INC COM 82968B103 18567 5320000 SH SOLE 5320000 0 0 SNAP ON INC COM 833034101 11160 101900 SH SOLE 101900 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 295504 1600000 SH Put SOLE 1600000 0 0 VALE S A ADR 91912E105 11438 750000 SH Put SOLE 750000 0 0 VALERO ENERGY CORP NEW COM 91913Y100 6048 120000 SH SOLE 120000 0 0 WILLIAMS COS INC DEL COM 969457100 181101 4695386 SH SOLE 4695386 0 0 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 24133 732200 SH SOLE 732200 0 0