APOLLO INVT CORP COM 03761U106 15426 1993044 SH SOLE 1993044 0 0 BLACKSTONE MTG TR INC COM CL A 09257W100 10272 415863 SH SOLE 415863 0 0 CHEVRON CORP NEW COM 166764100 201 1700 SH SOLE 1700 0 0 COMCAST CORP NEW CL A 20030N101 41256 988166 SH SOLE 988166 0 0 GENERAL DYNAMICS CORP COM 369550108 33774 431171 SH SOLE 431171 0 0 GOOGLE INC CL A 38259P508 32662 37100 SH SOLE 37100 0 0 ISHARES TR MSCI EMERG MKT 464287234 2700 61364 SH Call SOLE 61364 0 0 MICROSOFT CORP COM 594918104 37247 1078220 SH SOLE 1078220 0 0 ORACLE CORP COM 68389X105 30710 1000000 SH SOLE 1000000 0 0 PHILIP MORRIS INTL INC COM 718172109 38480 444237 SH SOLE 444237 0 0 RAYTHEON CO COM NEW 755111507 34713 525000 SH SOLE 525000 0 0 SAP AG SPON ADR 803054204 35846 492194 SH SOLE 492194 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 596 5000 SH SOLE 5000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 20627 55650 SH Put SOLE 55650 0 0 WESTERN UN CO COM 959802109 35249 2060133 SH SOLE 2060133 0 0