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
ACTAVIS PLC SHS G0083B108 90,530 375,209 SH   SOLE 0 375,209 0 0
ACUITY BRANDS INC COM 00508Y102 13,304 113,019 SH   SOLE 0 113,019 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 18,247 140,038 SH   SOLE 0 140,038 0 0
AGNICO EAGLE MINES LTD COM 008474108 4,283 147,554 SH   SOLE 0 147,554 0 0
ALLERGAN INC COM 018490102 18,349 102,969 SH   SOLE 0 102,969 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 84,864 2,391,892 SH   SOLE 0 2,391,892 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 25,869 478,875 SH   SOLE 0 478,875 0 0
ANADARKO PETE CORP COM 032511107 15,782 155,578 SH   SOLE 0 155,578 0 0
AOL INC COM 00184X105 9,765 217,246 SH   SOLE 0 217,246 0 0
APPLE INC COM 037833100 23,938 237,602 SH   SOLE 0 237,602 0 0
APPLIED MATLS INC COM 038222105 69,487 3,215,495 SH   SOLE 0 3,215,495 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 25,256 450,992 SH   SOLE 0 450,992 0 0
AURICO GOLD INC COM 05155C105 3,749 1,074,178 SH   SOLE 0 1,074,178 0 0
AUTOZONE INC COM 053332102 14,769 28,979 SH   SOLE 0 28,979 0 0
BANK NEW YORK MELLON CORP COM 064058100 22,996 593,755 SH   SOLE 0 593,755 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 25,132 1,460,346 SH   SOLE 0 1,460,346 0 0
CF INDS HLDGS INC COM 125269100 36,434 130,485 SH   SOLE 0 130,485 0 0
CHENIERE ENERGY INC COM NEW 16411R208 34,681 433,352 SH   SOLE 0 433,352 0 0
CISCO SYS INC COM 17275R102 76,831 3,052,482 SH   SOLE 0 3,052,482 0 0
CITIZENS FINL GROUP INC COM 174610105 11,710 500,000 SH   SOLE 0 500,000 0 0
CONNS INC COM 208242107 19,677 650,076 SH   SOLE 0 650,076 0 0
CREE INC COM 225447101 10,609 259,076 SH   SOLE 0 259,076 0 0
DIRECTV COM 25490A309 17,063 197,224 SH   SOLE 0 197,224 0 0
DISH NETWORK CORP CL A 25470M109 8,720 135,033 SH   SOLE 0 135,033 0 0
DOLLAR GEN CORP NEW COM 256677105 53,890 881,851 SH   SOLE 0 881,851 0 0
DOLLAR TREE INC COM 256746108 12,552 223,873 SH   SOLE 0 223,873 0 0
E M C CORP MASS COM 268648102 131,473 4,493,271 SH   SOLE 0 4,493,271 0 0
EP ENERGY CORP CL A 268785102 11,131 636,755 SH   SOLE 0 636,755 0 0
EQT CORP COM 26884L109 9,307 101,677 SH   SOLE 0 101,677 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 24,479 520,837 SH   SOLE 0 520,837 0 0
F M C CORP COM NEW 302491303 14,514 253,777 SH   SOLE 0 253,777 0 0
FAMILY DLR STORES INC COM 307000109 8,973 116,171 SH   SOLE 0 116,171 0 0
FASTENAL CO COM 311900104 14,047 312,861 SH   SOLE 0 312,861 0 0
FINISAR CORP COM NEW 31787A507 4,937 296,907 SH   SOLE 0 296,907 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 86,685 8,399,716 SH   SOLE 0 8,399,716 0 0
GNC HLDGS INC COM CL A 36191G107 9,133 235,733 SH   SOLE 0 235,733 0 0
GOLDCORP INC NEW COM 380956409 4,149 180,151 SH   SOLE 0 180,151 0 0
HD SUPPLY HLDGS INC COM 40416M105 75,478 2,768,835 SH   SOLE 0 2,768,835 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 30,837 1,252,026 SH   SOLE 0 1,252,026 0 0
HUNTSMAN CORP COM 447011107 5,067 194,992 SH   SOLE 0 194,992 0 0
JARDEN CORP COM 471109108 27,194 452,406 SH   SOLE 0 452,406 0 0
JDS UNIPHASE CORP COM PAR $0.001 46612J507 102,799 8,031,206 SH   SOLE 0 8,031,206 0 0
JPMORGAN CHASE & CO COM 46625H100 79,590 1,321,223 SH   SOLE 0 1,321,223 0 0
KB HOME COM 48666K109 10,076 674,470 SH   SOLE 0 674,470 0 0
KBR INC COM 48242W106 20,231 1,074,423 SH   SOLE 0 1,074,423 0 0
KEURIG GREEN MTN INC COM 49271M100 17,891 137,486 SH   SOLE 0 137,486 0 0
LA QUINTA HLDGS INC COM 50420D108 28,790 1,516,059 SH   SOLE 0 1,516,059 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 67,563 2,368,952 SH   SOLE 0 2,368,952 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 29,828 785,755 SH   SOLE 0 785,755 0 0
LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 29,272 863,504 SH   SOLE 0 863,504 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 12,911 118,817 SH   SOLE 0 118,817 0 0
MACYS INC COM 55616P104 16,291 280,000 SH   SOLE 0 280,000 0 0
MANITOWOC INC COM 563571108 31,642 1,349,355 SH   SOLE 0 1,349,355 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 3,925 183,767 SH   SOLE 0 183,767 0 0
MEDTRONIC INC COM 585055106 105,699 1,706,196 SH   SOLE 0 1,706,196 0 0
MICRON TECHNOLOGY INC COM 595112103 65,706 1,917,851 SH   SOLE 0 1,917,851 0 0
MICROSOFT CORP COM 594918104 107,730 2,323,786 SH   SOLE 0 2,323,786 0 0
MONDELEZ INTL INC CL A 609207105 25,042 730,845 SH   SOLE 0 730,845 0 0
NCR CORP NEW COM 62886E108 9,077 271,670 SH   SOLE 0 271,670 0 0
NEW GOLD INC CDA COM 644535106 3,860 764,358 SH   SOLE 0 764,358 0 0
NEWMONT MINING CORP COM 651639106 3,865 167,699 SH   SOLE 0 167,699 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 35,549 369,728 SH   SOLE 0 369,728 0 0
POLARIS INDS INC COM 731068102 25,940 173,174 SH   SOLE 0 173,174 0 0
PVH CORP COM 693656100 15,784 130,291 SH   SOLE 0 130,291 0 0
SANDISK CORP COM 80004C101 30,854 314,999 SH   SOLE 0 314,999 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 22,640 977,100 SH Put SOLE 0 977,100 0 0
SERVICE CORP INTL COM 817565104 43,729 2,068,542 SH   SOLE 0 2,068,542 0 0
SFX ENTMT INC COM 784178303 2,627 523,381 SH   SOLE 0 523,381 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 5,505 211,026 SH   SOLE 0 211,026 0 0
SMART & FINAL STORES INC COM 83190B101 7,213 499,859 SH   SOLE 0 499,859 0 0
SMUCKER J M CO COM NEW 832696405 14,818 149,693 SH   SOLE 0 149,693 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 12,401 106,714 SH   SOLE 0 106,714 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,681 18,683 SH   SOLE 0 18,683 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 558,926 2,836,900 SH Put SOLE 0 2,836,900 0 0
STARBUCKS CORP COM 855244109 29,276 387,960 SH   SOLE 0 387,960 0 0
TIME WARNER CABLE INC COM 88732J207 17,806 124,093 SH   SOLE 0 124,093 0 0
T-MOBILE US INC COM 872590104 9,172 317,715 SH   SOLE 0 317,715 0 0
TRINITY INDS INC COM 896522109 17,640 377,582 SH   SOLE 0 377,582 0 0
TRIUMPH GROUP INC NEW COM 896818101 35,613 547,468 SH   SOLE 0 547,468 0 0
UNDER ARMOUR INC CL A 904311107 18,360 265,705 SH   SOLE 0 265,705 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 56,385 429,761 SH   SOLE 0 429,761 0 0
WALGREEN CO COM 931422109 21,318 359,670 SH   SOLE 0 359,670 0 0
WHOLE FOODS MKT INC COM 966837106 11,398 299,067 SH   SOLE 0 299,067 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 16,213 199,515 SH   SOLE 0 199,515 0 0
YAHOO INC COM 984332106 19,014 466,603 SH   SOLE 0 466,603 0 0
YAMANA GOLD INC COM 98462Y100 2,722 453,624 SH   SOLE 0 453,624 0 0
ZYNGA INC CL A 98986T108 26,077 9,658,153 SH   SOLE 0 9,658,153 0 0