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 |
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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 |
ACTAVIS PLC | SHS | G0083B108 | 514,625 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
AMERICAN AIRLS GROUP INC | COM | 02376R102 | 98,820 | 2,700,001 | SH | SOLE | 2,700,001 | 0 | 0 | ||
AMERICAN INTL GROUP INC | COM NEW | 026874784 | 300,060 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | ||
AMERICAN INTL GROUP INC | COM NEW | 026874784 | 50,010 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
ANADARKO PETE CORP | COM | 032511107 | 144,092 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 142,155 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
ASHLAND INC NEW | COM | 044209104 | 74,610 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 128,820 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 53,294 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
BIOFUEL ENERGY CORP | COM NEW | 09064Y307 | 7,615 | 1,043,123 | SH | SOLE | 1,043,123 | 0 | 0 | ||
BLOCK H & R INC | COM | 093671105 | 105,665 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
CABOT OIL & GAS CORP | COM | 127097103 | 152,460 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
CF INDS HLDGS INC | COM | 125269100 | 251,909 | 966,500 | SH | SOLE | 966,500 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 166,050 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 95,200 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
CITRIX SYS INC | COM | 177376100 | 146,472 | 2,550,000 | SH | SOLE | 2,550,000 | 0 | 0 | ||
COCA COLA ENTERPRISES INC NE | COM | 19122T109 | 138,504 | 2,900,000 | SH | SOLE | 2,900,000 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 165,692 | 1,950,000 | SH | SOLE | 1,950,000 | 0 | 0 | ||
CROWN HOLDINGS INC | COM | 228368106 | 134,220 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 166,440 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
DOW CHEM CO | COM | 260543103 | 351,063 | 7,225,000 | SH | SOLE | 7,225,000 | 0 | 0 | ||
ENPHASE ENERGY INC | COM | 29355A107 | 54,825 | 7,448,987 | SH | SOLE | 7,448,987 | 0 | 0 | ||
EQT CORP | COM | 26884L109 | 87,273 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 265,120 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 234,047 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 159,840 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | ||
INTL PAPER CO | COM | 460146103 | 137,640 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
INTL PAPER CO | COM | 460146103 | 137,640 | 3,000,000 | SH | Call | SOLE | 3,000,000 | 0 | 0 | |
INTREXON CORP | COM | 46122T102 | 78,870 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 219,834 | 5,400,000 | SH | SOLE | 5,400,000 | 0 | 0 | ||
MASCO CORP | COM | 574599106 | 105,498 | 4,750,000 | SH | SOLE | 4,750,000 | 0 | 0 | ||
MONDELEZ INTL INC | CL A | 609207105 | 51,825 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
NCR CORP NEW | COM | 62886E108 | 54,825 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
NOKIA CORP | SPONSORED ADR | 654902204 | 33,030 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
OCWEN FINL CORP | COM NEW | 675746309 | 39,180 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
ROPER INDS INC NEW | COM | 776696106 | 153,536 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 | 261,650 | 5,000,000 | SH | Put | SOLE | 5,000,000 | 0 | 0 | |
SENSATA TECHNOLOGIES HLDG BV | SHS | N7902X106 | 78,884 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | ||
SIGNET JEWELERS LIMITED | SHS | G81276100 | 84,688 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
SOTHEBYS | COM | 835898107 | 289,608 | 6,650,000 | SH | SOLE | 6,650,000 | 0 | 0 | ||
TIM PARTICIPACOES S A | SPONSORED ADR | 88706P205 | 41,536 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
TIME WARNER CABLE INC | COM | 88732J207 | 52,128 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 313,785 | 9,500,000 | SH | SOLE | 9,500,000 | 0 | 0 | ||
VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 32,958 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 166,495 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
WILLIAMS COS INC DEL | COM | 969457100 | 202,900 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 82,574 | 2,650,000 | SH | SOLE | 2,650,000 | 0 | 0 |