The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 530,957 | 10,918,300 | SH | SOLE | 10,918,300 | 0 | 0 | ||
| ARDMORE SHIPPING CORP | COM | Y0207T100 | 11,837 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 281,061 | 8,232,600 | SH | SOLE | 8,232,600 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 414,262 | 7,217,100 | SH | SOLE | 7,217,100 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 88,998 | 1,557,000 | SH | SOLE | 1,557,000 | 0 | 0 | ||
| DYNEGY INC NEW DEL | COM | 26817R108 | 2,724 | 141,000 | SH | SOLE | 141,000 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 17,697 | 317,200 | SH | SOLE | 317,200 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 91,066 | 2,072,500 | SH | SOLE | 2,072,500 | 0 | 0 | ||
| ERA GROUP INC | COM | 26885G109 | 35,747 | 1,315,200 | SH | SOLE | 1,315,200 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 238,934 | 3,867,500 | SH | SOLE | 3,867,500 | 0 | 0 | ||
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 50,855 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| GT ADVANCED TECHNOLOGIES INC | PUT | 36191U956 | 6,383 | 750,000 | SH | Put | SOLE | 750,000 | 0 | 0 | |
| PENNEY J C INC | COM | 708160106 | 3,528 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| KINDER MORGAN INC DEL | *W EXP 05/25/2017 | 49456B119 | 43,283 | 8,708,800 | SH | SOLE | 8,708,800 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 140,800 | 3,958,400 | SH | SOLE | 3,958,400 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 233,792 | 1,588,800 | SH | SOLE | 1,588,800 | 0 | 0 | ||
| MAIDEN HOLDINGS LTD | SHS | G5753U112 | 29,475 | 2,495,800 | SH | SOLE | 2,495,800 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 26,205 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 129,076 | 3,875,000 | SH | SOLE | 3,875,000 | 0 | 0 | ||
| NEWS CORP NEW | CL A | 65249B109 | 39,608 | 2,466,275 | SH | SOLE | 2,466,275 | 0 | 0 | ||
| NOBLE CORPORATION BAAR | NAMEN -AKT | H5833N103 | 65,285 | 1,728,500 | SH | SOLE | 1,728,500 | 0 | 0 | ||
| PBF ENERGY INC | CL A | 69318G106 | 10,141 | 451,700 | SH | SOLE | 451,700 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 120,213 | 1,388,300 | SH | SOLE | 1,388,300 | 0 | 0 | ||
| ROWAN COMPANIES PLC | SHS CL A | G7665A101 | 9,070 | 247,000 | SH | SOLE | 247,000 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C101 | 393,361 | 6,610,000 | SH | SOLE | 6,610,000 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C106 | 104,461 | 10,703,000 | SH | SOLE | 10,703,000 | 0 | 0 | ||
| SEACOR HOLDINGS INC | COM | 811904101 | 2,976 | 32,907 | SH | SOLE | 32,907 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 52,647 | 684,000 | SH | SOLE | 684,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 60,600 | 3,337,000 | SH | SOLE | 3,337,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 236,507 | 7,059,900 | SH | SOLE | 7,059,900 | 0 | 0 | ||
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 106,455 | 1,165,100 | SH | SOLE | 1,165,100 | 0 | 0 | ||
| UTI WORLDWIDE INC | ORD | G87210103 | 51,507 | 3,408,800 | SH | SOLE | 3,408,800 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 232,206 | 1,215,100 | SH | SOLE | 1,215,100 | 0 | 0 | ||
| WALGREEN CO | COM | 931422109 | 28,245 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| WEBMD HEALTH CORP | COM | 94770V102 | 146,352 | 5,117,187 | SH | SOLE | 5,117,187 | 0 | 0 | ||