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
Estimated average burden
hours per response: 23.8
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
HERBALIFE LTD COM G4412G101 2,498 38,701 SH   SOLE   38,701 0 0
CUBIST PHARMACEUTICALS INC COM 229678107 3,180 45,543 SH   SOLE   45,543 0 0
ICONIX BRAND GROUP INC COM 451055107 2,617 60,947 SH   SOLE   60,947 0 0
SANDISK CORP COM 80004C101 9,609 92,015 SH   SOLE   92,015 0 0
SANDISK CORP COM 80004C101 4,699 45,000 SH Call SOLE   45,000 0 0
AFLAC INC COM 001055102 1,668 26,800 SH Call SOLE   26,800 0 0
ANADARKO PETE CORP COM 032511107 8,795 80,344 SH   SOLE   80,344 0 0
ANADARKO PETE CORP COM 032511107 19,267 176,000 SH Call SOLE   176,000 0 0
ANADARKO PETE CORP COM 032511107 2,978 27,200 SH Put SOLE   27,200 0 0
BP PLC SPON 055622104 1,260 23,881 SH   SOLE   23,881 0 0
BAKER HUGHES INC COM 057224107 3,723 50,000 SH Call SOLE   50,000 0 0
BARRICK GOLD CORP COM 067901108 1,275 69,754 SH   SOLE   69,754 0 0
BARRICK GOLD CORP COM 067901108 7,137 390,000 SH Put SOLE   390,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 2,106 67,745 SH   SOLE   67,745 0 0
CHESAPEAKE ENERGY CORP COM 165167107 1,843 59,300 SH Call SOLE   59,300 0 0
CIRRUS LOGIC INC COM 172755100 2,039 89,652 SH   SOLE   89,652 0 0
CITIGROUP INC COM 172967424 3,041 64,560 SH   SOLE   64,560 0 0
CITIGROUP INC COM 172967424 3,297 70,000 SH Put SOLE   70,000 0 0
CLOROX CO DEL COM 189054109 2,742 30,000 SH Call SOLE   30,000 0 0
CLOROX CO DEL COM 189054109 2,742 30,000 SH Put SOLE   30,000 0 0
COBALT INTL ENERGY INC COM 19075F106 3,578 195,000 SH Call SOLE   195,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,878 44,000 SH Call SOLE   44,000 0 0
DISNEY WALT CO COM 254687106 278 3,246 SH   SOLE   3,246 0 0
EOG RES INC COM 26875P101 7,012 60,000 SH Call SOLE   60,000 0 0
F M C CORP COM 302491303 1,068 15,000 SH Call SOLE   15,000 0 0
FRANCO NEVADA CORP COM 351858105 1,720 30,000 SH Call SOLE   30,000 0 0
GOLDCORP INC NEW COM 380956409 684 24,535 SH   SOLE   24,535 0 0
GOLDCORP INC NEW COM 380956409 2,864 102,600 SH Put SOLE   102,600 0 0
ISHARES MSCI 464286400 3,584 75,000 SH Call SOLE   75,000 0 0
JPMORGAN CHASE & CO COM 46625H100 3,636 63,100 SH Call SOLE   63,100 0 0
JPMORGAN CHASE & CO COM 46625H100 3,636 63,100 SH Put SOLE   63,100 0 0
JOY GLOBAL INC COM 481165108 326 5,300 SH Put SOLE   5,300 0 0
KEY ENERGY SVCS INC COM 492914106 2,057 225,000 SH Call SOLE   225,000 0 0
KEYCORP NEW COM 493267108 172 12,000 SH   SOLE   12,000 0 0
KEYCORP NEW COM 493267108 480 33,500 SH Put SOLE   33,500 0 0
MARATHON PETE CORP COM 56585A102 6,737 86,300 SH Call SOLE   86,300 0 0
MARKET VECTORS ETF TR GOLD 57060U100 1,732 65,500 SH Put SOLE   65,500 0 0
MARKET VECTORS ETF TR JR G 57061R544 2,726 64,496 SH   SOLE   64,496 0 0
MARKET VECTORS ETF TR JR G 57061R544 8,452 200,000 SH Call SOLE   200,000 0 0
MARKET VECTORS ETF TR JR G 57061R544 10,142 240,000 SH Put SOLE   240,000 0 0
MCKESSON CORP COM 58155Q103 18,174 97,600 SH Put SOLE   97,600 0 0
METLIFE INC COM 59156R108 3,511 63,200 SH Call SOLE   63,200 0 0
MONSANTO CO NEW COM 61166W101 9,256 74,200 SH Put SOLE   74,200 0 0
NEWMONT MINING CORP COM 651639106 7,518 295,500 SH Call SOLE   295,500 0 0
NEWMONT MINING CORP COM 651639106 13,381 526,000 SH Put SOLE   526,000 0 0
PETROLEO BRASILEIRO SA PETR O SPON 71654V408 1,148 78,484 SH   SOLE   78,484 0 0
PETROLEO BRASILEIRO SA PETR O SPON 71654V408 6,019 411,400 SH Put SOLE   411,400 0 0
SCHLUMBERGER LTD COM 806857108 12,715 107,800 SH Call SOLE   107,800 0 0
UNITED STATES STL CORP NEW COM 912909108 638 24,518 SH   SOLE   24,518 0 0
WELLS FARGO & CO NEW COM 949746101 2,793 53,136 SH   SOLE   53,136 0 0
WELLS FARGO & CO NEW COM 949746101 3,679 70,000 SH Put SOLE   70,000 0 0
YAMANA GOLD INC COM 98462Y100 13,598 1,654,300 SH Call SOLE   1,654,300 0 0