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 PLCSHSG0083B108888,0643,450,000SH SOLE 3,450,00000
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W1021,039,40010,000,000SH SOLE 10,000,00000
ALLERGAN INCCOM01849010285,036400,000SH SOLE 400,00000
ALLY FINL INCCOM02005N100708,60030,000,000SH SOLE 30,000,00000
AMERICAN AIRLS GROUP INCCOM02376R102201,1123,750,000SH SOLE 3,750,00000
AMERICAN INTL GROUP INCCOM NEW026874784196,0353,500,000SH SOLE 3,500,00000
AMGEN INCCOM0311621001,700,42110,675,000SH SOLE 10,675,00000
ANADARKO PETE CORPCOM03251110782,5001,000,000SH SOLE 1,000,00000
ANHEUSER BUSCH INBEV SA/NVSPONSORED ADR03524A108252,7202,250,000SH SOLE 2,250,00000
CF INDS HLDGS INCCOM125269100177,151650,000SH SOLE 650,00000
CITIGROUP INC*W EXP 01/04/20117296722617,40020,000,000SH SOLE 20,000,00000
CITIGROUP INCCOM NEW172967424270,5505,000,000SH SOLE 5,000,00000
COBALT INTL ENERGY INCNOTE 2.625%12/019075FAA419,36032,000,000PRN SOLE 32,000,00000
CONSTELLATION BRANDS INCCL A21036P108196,3402,000,000SH SOLE 2,000,00000
DELTA AIR LINES INC DELCOM NEW247361702189,3823,850,000SH SOLE 3,850,00000
DOLLAR GEN CORP NEWCOM256677105282,8004,000,000SH SOLE 4,000,00000
DOW CHEM COCOM2605431031,003,42022,000,000SH SOLE 22,000,00000
E M C CORP MASSCOM268648102208,1807,000,000SH SOLE 7,000,00000
EBAY INCCOM278642103561,20010,000,000SH SOLE 10,000,00000
ENERGIZER HLDGS INCCOM29266R108128,5601,000,000SH SOLE 1,000,00000
ENPHASE ENERGY INCCOM29355A10789,2986,248,987SH SOLE 6,248,98700
FCB FINL HLDGS INCCL A30255G10324,546996,165SH SOLE 996,16500
FLEETCOR TECHNOLOGIES INCCOM33904110581,790550,000SH SOLE 550,00000
GREEN BRICK PARTNERS INCCOM39270910142,9855,242,124SH SOLE 5,242,12400
HERTZ GLOBAL HOLDINGS INCCOM42805T105105,9954,250,000SH SOLE 4,250,00000
IAC INTERACTIVECORPCOM PAR $.00144919P508144,3762,375,000SH SOLE 2,375,00000
INTREXON CORPCOM46122T10279,8372,900,000SH SOLE 2,900,00000
LIBERTY GLOBAL PLCSHS CL CG5480U120280,1985,800,000SH SOLE 5,800,00000
MASCO CORPCOM574599106252,00010,000,000SH SOLE 10,000,00000
MOELIS & COCL A60786M1055,783170,523SH SOLE 170,52300
MOHAWK INDS INCCOM608190104100,984650,000SH SOLE 650,00000
PHILLIPS 66COM718546104358,5005,000,000SH SOLE 5,000,00000
RICE MIDSTREAM PARTNERS LPUNIT LTD PARTN7628191003,350200,000SH SOLE 200,00000
ROPER INDS INC NEWCOM776696106203,2551,300,000SH SOLE 1,300,00000
SENSATA TECHNOLOGIES HLDG NVSHSN7902X106209,6404,000,000SH SOLE 4,000,00000
SHIRE PLCSPONSORED ADR82481R106106,270500,000SH SOLE 500,00000
SOTHEBYSCOM835898107287,1476,650,000SH SOLE 6,650,00000
SPDR S&P 500 ETF TRTR UNIT78462F103102,770500,000SH SOLE 500,00000
SUNEDISON INCCOM86732Y109219,48811,250,000SH SOLE 11,250,00000
WILLIAMS COS INC DELCOM969457100179,7604,000,000SH SOLE 4,000,00000