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
ACTAVIS PLCSHSG0083B108693,6802,875,000SH SOLE 2,875,00000
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102639,7207,200,000SH SOLE 7,200,00000
ALLY FINL INCCOM02005N100969,91341,915,000SH SOLE 41,915,00000
AMERICAN AIRLS GROUP INCCOM02376R10297,5702,750,000SH SOLE 2,750,00000
AMGEN INCCOM031162100186,1101,325,000SH SOLE 1,325,00000
ANADARKO PETE CORPCOM032511107202,8802,000,000SH SOLE 2,000,00000
ANHEUSER BUSCH INBEV SA/NVSPONSORED ADR03524A108221,7002,000,000SH SOLE 2,000,00000
AVAGO TECHNOLOGIES LTDSHSY0486S104143,5501,650,000SH SOLE 1,650,00000
BED BATH & BEYOND INCCOM075896100197,4903,000,000SH SOLE 3,000,00000
BIOFUEL ENERGY CORPRIGHT 10/17/201409064Y1173,0041,043,126SH SOLE 1,043,12600
BIOFUEL ENERGY CORPCOM NEW09064Y3076,6551,043,126SH SOLE 1,043,12600
BLOCK H & R INCCOM093671105137,9324,448,000SH SOLE 4,448,00000
CF INDS HLDGS INCCOM125269100212,207760,000SH SOLE 760,00000
CHENIERE ENERGY INCCOM NEW16411R20864,024800,000SH SOLE 800,00000
COCA COLA ENTERPRISES INC NECOM19122T109188,5304,250,000SH SOLE 4,250,00000
CONSTELLATION BRANDS INCCL A21036P108183,0362,100,000SH SOLE 2,100,00000
CROWN HOLDINGS INCCOM22836810662,3281,400,000SH SOLE 1,400,00000
DOLLAR GEN CORP NEWCOM256677105244,4404,000,000SH SOLE 4,000,00000
DOW CHEM COCOM260543103380,1907,250,000SHCallSOLE 7,250,00000
DOW CHEM COCOM2605431031,153,68022,000,000SH SOLE 22,000,00000
EBAY INCCOM278642103254,8354,500,000SH SOLE 4,500,00000
ENERGIZER HLDGS INCCOM29266R108123,2101,000,000SH SOLE 1,000,00000
ENPHASE ENERGY INCCOM29355A10793,6726,248,987SH SOLE 6,248,98700
EQT CORPCOM26884L109137,3101,500,000SH SOLE 1,500,00000
EQT CORPCOM26884L1091,64818,000SHCallSOLE 18,00000
FEDEX CORPCOM31428X106121,088750,000SH SOLE 750,00000
FLEETCOR TECHNOLOGIES INCCOM33904110521,318150,000SH SOLE 150,00000
IAC INTERACTIVECORPCOM PAR $.00144919P508131,8002,000,000SH SOLE 2,000,00000
INTREXON CORPCOM46122T10253,8822,900,000SH SOLE 2,900,00000
LIBERTY GLOBAL PLCSHS CL CG5480U120217,3805,300,000SH SOLE 5,300,00000
MASCO CORPCOM574599106193,7528,100,000SH SOLE 8,100,00000
MOELIS & COCL A60786M10511,310341,044SH SOLE 341,04400
MOLSON COORS BREWING COCL B60871R20937,220500,000SH SOLE 500,00000
PARKER HANNIFIN CORPCOM701094104147,0591,288,300SH SOLE 1,288,30000
ROPER INDS INC NEWCOM776696106190,1771,300,000SH SOLE 1,300,00000
SENSATA TECHNOLOGIES HLDG NVSHSN7902X106222,6505,000,000SH SOLE 5,000,00000
SHIRE PLCSPONSORED ADR82481R106194,288750,000SH SOLE 750,00000
SOTHEBYSCOM835898107237,5386,650,000SH SOLE 6,650,00000
SUNEDISON INCCOM86732Y109113,2806,000,000SH SOLE 6,000,00000
WILLIAMS COS INC DELCOM96945710083,0251,500,000SH SOLE 1,500,00000
YPF SOCIEDAD ANONIMASPON ADR CL D984245100138,7123,750,000SH SOLE 3,750,00000