The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 447,000 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
| ANADARKO PETE CORP | COM | 032511107 | 81,634 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| ANADARKO PETE CORP | COM | 032511107 | 12 | 32,000 | SH | Call | SOLE | 32,000 | 0 | 0 | |
| B/E AEROSPACE INC | COM | 073302101 | 115,121 | 1,825,000 | SH | SOLE | 1,825,000 | 0 | 0 | ||
| BIOFUEL ENERGY CORP | COM NEW | 09064Y307 | 3,484 | 1,043,123 | SH | SOLE | 1,043,123 | 0 | 0 | ||
| CABOT OIL & GAS CORP | COM | 127097103 | 97,652 | 1,375,000 | SH | SOLE | 1,375,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 144,918 | 845,000 | SH | SOLE | 845,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 131 | 96,000 | SH | Call | SOLE | 96,000 | 0 | 0 | |
| COCA COLA ENTERPRISES INC NE | COM | 19122T109 | 35,160 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 421 | 94,500 | SH | Call | SOLE | 94,500 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 78,180 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 113,670 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 53 | 32,000 | SH | Call | SOLE | 32,000 | 0 | 0 | |
| DOLLAR GEN CORP NEW | COM | 256677105 | 110,946 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
| ELAN PLC | ADR | 284131208 | 1,925 | 3,500,000 | SH | Call | SOLE | 3,500,000 | 0 | 0 | |
| ELAN PLC | ADR | 284131208 | 120,190 | 8,500,000 | SH | SOLE | 8,500,000 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 57,581 | 7,448,987 | SH | SOLE | 7,448,987 | 0 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 257 | 128,000 | SH | Call | SOLE | 128,000 | 0 | 0 | |
| INTL PAPER CO | COM | 460146103 | 199,395 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
| INTL PAPER CO | COM | 460146103 | 6,262 | 3,750,000 | SH | Call | SOLE | 3,750,000 | 0 | 0 | |
| ISHARES TR | MSCI EMERG MKT | 464287234 | 320 | 4,000,000 | SH | Call | SOLE | 4,000,000 | 0 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 220,470 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 135,780 | 1,999,998 | SH | SOLE | 1,999,998 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 88,825 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 1,200 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| NEWS CORP | CL A | 65248E104 | 130,320 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| SOTHEBYS | COM | 835898107 | 94,775 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 211,575 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| TIBCO SOFTWARE INC | COM | 88632Q103 | 107,025 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 120,186 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 74,756 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 56,822 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 1,558,060 | 62,000,000 | SH | SOLE | 62,000,000 | 0 | 0 | ||