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
OMB APPROVAL
OMB Number: 3235-0006
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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 693,680 2,875,000 SH   SOLE   2,875,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 639,720 7,200,000 SH   SOLE   7,200,000 0 0
ALLY FINL INC COM 02005N100 969,913 41,915,000 SH   SOLE   41,915,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 97,570 2,750,000 SH   SOLE   2,750,000 0 0
AMGEN INC COM 031162100 186,110 1,325,000 SH   SOLE   1,325,000 0 0
ANADARKO PETE CORP COM 032511107 202,880 2,000,000 SH   SOLE   2,000,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 221,700 2,000,000 SH   SOLE   2,000,000 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 143,550 1,650,000 SH   SOLE   1,650,000 0 0
BED BATH & BEYOND INC COM 075896100 197,490 3,000,000 SH   SOLE   3,000,000 0 0
BIOFUEL ENERGY CORP RIGHT 10/17/2014 09064Y117 3,004 1,043,126 SH   SOLE   1,043,126 0 0
BIOFUEL ENERGY CORP COM NEW 09064Y307 6,655 1,043,126 SH   SOLE   1,043,126 0 0
BLOCK H & R INC COM 093671105 137,932 4,448,000 SH   SOLE   4,448,000 0 0
CF INDS HLDGS INC COM 125269100 212,207 760,000 SH   SOLE   760,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 64,024 800,000 SH   SOLE   800,000 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 188,530 4,250,000 SH   SOLE   4,250,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 183,036 2,100,000 SH   SOLE   2,100,000 0 0
CROWN HOLDINGS INC COM 228368106 62,328 1,400,000 SH   SOLE   1,400,000 0 0
DOLLAR GEN CORP NEW COM 256677105 244,440 4,000,000 SH   SOLE   4,000,000 0 0
DOW CHEM CO COM 260543103 380,190 7,250,000 SH Call SOLE   7,250,000 0 0
DOW CHEM CO COM 260543103 1,153,680 22,000,000 SH   SOLE   22,000,000 0 0
EBAY INC COM 278642103 254,835 4,500,000 SH   SOLE   4,500,000 0 0
ENERGIZER HLDGS INC COM 29266R108 123,210 1,000,000 SH   SOLE   1,000,000 0 0
ENPHASE ENERGY INC COM 29355A107 93,672 6,248,987 SH   SOLE   6,248,987 0 0
EQT CORP COM 26884L109 137,310 1,500,000 SH   SOLE   1,500,000 0 0
EQT CORP COM 26884L109 1,648 18,000 SH Call SOLE   18,000 0 0
FEDEX CORP COM 31428X106 121,088 750,000 SH   SOLE   750,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 21,318 150,000 SH   SOLE   150,000 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 131,800 2,000,000 SH   SOLE   2,000,000 0 0
INTREXON CORP COM 46122T102 53,882 2,900,000 SH   SOLE   2,900,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 217,380 5,300,000 SH   SOLE   5,300,000 0 0
MASCO CORP COM 574599106 193,752 8,100,000 SH   SOLE   8,100,000 0 0
MOELIS & CO CL A 60786M105 11,310 341,044 SH   SOLE   341,044 0 0
MOLSON COORS BREWING CO CL B 60871R209 37,220 500,000 SH   SOLE   500,000 0 0
PARKER HANNIFIN CORP COM 701094104 147,059 1,288,300 SH   SOLE   1,288,300 0 0
ROPER INDS INC NEW COM 776696106 190,177 1,300,000 SH   SOLE   1,300,000 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 222,650 5,000,000 SH   SOLE   5,000,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 194,288 750,000 SH   SOLE   750,000 0 0
SOTHEBYS COM 835898107 237,538 6,650,000 SH   SOLE   6,650,000 0 0
SUNEDISON INC COM 86732Y109 113,280 6,000,000 SH   SOLE   6,000,000 0 0
WILLIAMS COS INC DEL COM 969457100 83,025 1,500,000 SH   SOLE   1,500,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 138,712 3,750,000 SH   SOLE   3,750,000 0 0