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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ACTIVISION BLIZZARD INCCOM00507V10943,3682,600,000SH SOLE 2,600,00000
ALLERGAN INCCOM0184901025117,500SHCallSOLE 17,50000
AMERICAN INTL GROUP INCCOM NEW026874784486,30010,000,000SH SOLE 10,000,00000
ANADARKO PETE CORPCOM032511107139,4851,500,000SH SOLE 1,500,00000
B/E AEROSPACE INCCOM073302101103,3481,400,000SH SOLE 1,400,00000
BIOFUEL ENERGY CORPCOM NEW09064Y3073,8071,043,123SH SOLE 1,043,12300
CABOT OIL & GAS CORPCOM12709710341,0521,100,000SH SOLE 1,100,00000
CF INDS HLDGS INCCOM125269100183,422870,000SH SOLE 870,00000
CF INDS HLDGS INCCOM12526910032824,000SHCallSOLE 24,00000
CHENIERE ENERGY INCCOM NEW16411R20824864,000SHCallSOLE 64,00000
COCA COLA ENTERPRISES INC NECOM19122T109128,6723,200,000SH SOLE 3,200,00000
CONSTELLATION BRANDS INCCL A21036P108157,8502,750,000SH SOLE 2,750,00000
CYTEC INDS INCCOM2328201005,55768,300SH SOLE 68,30000
DISNEY WALT COCOM DISNEY25468710632,245500,000SH SOLE 500,00000
DOLLAR GEN CORP NEWCOM256677105112,9202,000,000SH SOLE 2,000,00000
DOLLAR GEN CORP NEWCOM2566771059932,000SHCallSOLE 32,00000
ELAN PLCADR284131208155,80010,000,000SH SOLE 10,000,00000
ENPHASE ENERGY INCCOM29355A10760,4867,448,987SH SOLE 7,448,98700
EQT CORPCOM26884L10988,7201,000,000SH SOLE 1,000,00000
FEDEX CORPCOM31428X106228,2202,000,000SH SOLE 2,000,00000
GILEAD SCIENCES INCCOM37555810331,435500,000SH SOLE 500,00000
GOOGLE INCCL A38259P50896,350110,000SH SOLE 110,00000
INTL PAPER COCOM460146103190,4004,250,000SH SOLE 4,250,00000
INTL PAPER COCOM4601461037,1554,500,000SHCallSOLE 4,500,00000
INTREXON CORPCOM46122T10249,1252,150,592SH SOLE 2,150,59200
LIBERTY GLOBAL PLCSHS CL AG5480U104218,2132,750,000SH SOLE 2,750,00000
LIBERTY GLOBAL PLCSHS CL CG5480U120132,0031,750,000SH SOLE 1,750,00000
LIBERTY INTERACTIVE CORPINT COM SER A53071M10429,3381,250,000SH SOLE 1,250,00000
MARATHON PETE CORPCOM56585A10280,4001,250,000SH SOLE 1,250,00000
NOKIA CORPSPONSORED ADR65490220413,0182,000,000SH SOLE 2,000,00000
SOTHEBYSCOM835898107302,1506,150,000SH SOLE 6,150,00000
THERMO FISHER SCIENTIFIC INCCOM883556102142,8321,550,000SH SOLE 1,550,00000
TIBCO SOFTWARE INCCOM88632Q103113,2364,425,000SH SOLE 4,425,00000
TWENTY FIRST CENTY FOX INCCL A90130A10192,1522,750,000SH SOLE 2,750,00000
YAHOO INCCOM984332106530,72016,000,000SH SOLE 16,000,00000