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
ACXIOM CORP COM 005125109 1,712 60,300 SH   SOLE   60,300 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 1,959 99,350 SH   SOLE   99,350 0 0
APPLE INC COM 037833100 2,071 4,345 SH   SOLE   4,345 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 3,514 60,200 SH   SOLE   60,200 0 0
CANADIAN PAC RY LTD COM 13645T100 3,773 30,600 SH   SOLE   30,600 0 0
CANADIAN SOLAR INC COM 136635109 1,896 111,600 SH   SOLE   111,600 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 2,093 37,000 SH   SOLE   37,000 0 0
CITIGROUP INC COM NEW 172967424 2,704 55,750 SH   SOLE   55,750 0 0
COBALT INTL ENERGY INC COM 19075F106 5,105 205,350 SH   SOLE   205,350 0 0
COBALT INTL ENERGY INC COM 19075F106 3,655 147,000 SH Call SOLE   147,000 0 0
CONTINENTAL RESOURCES INC COM 212015101 2,049 19,100 SH   SOLE   19,100 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,128 47,800 SH   SOLE   47,800 0 0
DUNKIN BRANDS GROUP INC COM 265504100 1,351 29,850 SH   SOLE   29,850 0 0
EBAY INC COM 278642103 2,031 36,400 SH   SOLE   36,400 0 0
EBAY INC COM 278642103 2,790 50,000 SH Call SOLE   50,000 0 0
EXPEDIA INC DEL COM NEW 30212P303 2,692 51,950 SH   SOLE   51,950 0 0
FACEBOOK INC CL A 30303M102 698 13,900 SH   SOLE   13,900 0 0
FLEETMATICS GROUP PLC COM G35569105 766 20,400 SH   SOLE   20,400 0 0
GENERAL MTRS CO COM 37045V100 3,744 104,100 SH   SOLE   104,100 0 0
GOOGLE INC CL A 38259P508 3,209 3,664 SH   SOLE   3,664 0 0
HALLIBURTON CO COM 406216101 2,733 56,755 SH   SOLE   56,755 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 421 13,680 SH   SOLE   13,680 0 0
HOME DEPOT INC COM 437076102 3,651 48,140 SH   SOLE   48,140 0 0
INTL PAPER CO COM 460146103 2,500 55,800 SH   SOLE   55,800 0 0
ISHARES MSCI MEX CAP ETF 464286822 1,080 16,900 SH   SOLE   16,900 0 0
ISHARES RUSSELL 2000 ETF 464287655 46,908 440,000 SH Put SOLE   440,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 3,407 31,150 SH   SOLE   31,150 0 0
KBR INC COM 48242W106 3,285 100,650 SH   SOLE   100,650 0 0
MORGAN STANLEY COM NEW 617446448 1,614 59,900 SH   SOLE   59,900 0 0
QUALITY DISTR INC FLA COM 74756M102 2,675 289,501 SH   SOLE   289,501 0 0
RED HAT INC COM 756577102 1,938 42,000 SH Put SOLE   42,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,200 25,000 SH Put SOLE   25,000 0 0
STANLEY FURNITURE CO INC COM NEW 854305208 526 141,846 SH   SOLE   141,846 0 0
UNITED CONTL HLDGS INC COM 910047109 2,136 69,550 SH   SOLE   69,550 0 0
UNITED RENTALS INC COM 911363109 3,794 65,090 SH   SOLE   65,090 0 0
UNIVERSAL TRUCKLOAD SVCS INC COM 91388P105 307 11,500 SH   SOLE   11,500 0 0
YAHOO INC COM 984332106 3,135 94,500 SH   SOLE   94,500 0 0
YUM BRANDS INC COM 988498101 2,392 33,500 SH   SOLE   33,500 0 0