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 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
AERCAP HOLDINGS NV SHS N00985106 1,553 40,000 SH   SOLE   40,000 0 0
ALLY FINL INC COM 02005N100 1,181 50,000 SH   SOLE   50,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 1,400 25,000 SH   SOLE   25,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 1,760 25,000 SH   SOLE   25,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 14,076 200,000 SH Call SOLE   200,000 0 0
COLONY FINL INC COM 19624R106 1,787 75,000 SH   SOLE   75,000 0 0
DOLLAR GEN CORP NEW COM 256677105 1,768 25,000 SH   SOLE   25,000 0 0
LAUDER ESTEE COS INC CL A 518439104 4,572 60,000 SH   SOLE   60,000 0 0
GILEAD SCIENCES INC COM 375558103 943 10,000 SH   SOLE   10,000 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 624 25,000 SH   SOLE   25,000 0 0
HESS CORP COM 42809H107 3,691 50,000 SH   SOLE   50,000 0 0
HONEYWELL INTL INC COM 438516106 2,498 25,000 SH   SOLE   25,000 0 0
LORAL SPACE & COMMUNICATNS I COM 543881106 1,574 20,000 SH   SOLE   20,000 0 0
PFIZER INC COM 717081103 3,115 100,000 SH   SOLE   100,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 4,744 75,000 SH   SOLE   75,000 0 0
TIME WARNER CABLE INC COM 88732J207 3,041 20,000 SH   SOLE   20,000 0 0
TIMKENSTEEL CORP COM 887399103 1,111 30,000 SH   SOLE   30,000 0 0
WILLIAMS COS INC DEL COM 969457100 2,247 50,000 SH   SOLE   50,000 0 0