The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 43,368 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 | ||
| ALLERGAN INC | COM | 018490102 | 51 | 17,500 | SH | Call | SOLE | 17,500 | 0 | 0 | |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 486,300 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
| ANADARKO PETE CORP | COM | 032511107 | 139,485 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| B/E AEROSPACE INC | COM | 073302101 | 103,348 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| BIOFUEL ENERGY CORP | COM NEW | 09064Y307 | 3,807 | 1,043,123 | SH | SOLE | 1,043,123 | 0 | 0 | ||
| CABOT OIL & GAS CORP | COM | 127097103 | 41,052 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 183,422 | 870,000 | SH | SOLE | 870,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 328 | 24,000 | SH | Call | SOLE | 24,000 | 0 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 248 | 64,000 | SH | Call | SOLE | 64,000 | 0 | 0 | |
| COCA COLA ENTERPRISES INC NE | COM | 19122T109 | 128,672 | 3,200,000 | SH | SOLE | 3,200,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 157,850 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | ||
| CYTEC INDS INC | COM | 232820100 | 5,557 | 68,300 | SH | SOLE | 68,300 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 32,245 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 112,920 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 99 | 32,000 | SH | Call | SOLE | 32,000 | 0 | 0 | |
| ELAN PLC | ADR | 284131208 | 155,800 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 60,486 | 7,448,987 | SH | SOLE | 7,448,987 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 88,720 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 228,220 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 31,435 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 96,350 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| INTL PAPER CO | COM | 460146103 | 190,400 | 4,250,000 | SH | SOLE | 4,250,000 | 0 | 0 | ||
| INTL PAPER CO | COM | 460146103 | 7,155 | 4,500,000 | SH | Call | SOLE | 4,500,000 | 0 | 0 | |
| INTREXON CORP | COM | 46122T102 | 49,125 | 2,150,592 | SH | SOLE | 2,150,592 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 218,213 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 132,003 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | INT COM SER A | 53071M104 | 29,338 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 80,400 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 13,018 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| SOTHEBYS | COM | 835898107 | 302,150 | 6,150,000 | SH | SOLE | 6,150,000 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 142,832 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
| TIBCO SOFTWARE INC | COM | 88632Q103 | 113,236 | 4,425,000 | SH | SOLE | 4,425,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 92,152 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 530,720 | 16,000,000 | SH | SOLE | 16,000,000 | 0 | 0 | ||