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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 263,695 | 2,382,500 | SH | Put | SOLE | 2,382,500 | 0 | 0 | |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 263,695 | 2,382,500 | SH | SOLE | 2,382,500 | 0 | 0 | ||
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 77,308 | 2,800,000 | SH | SOLE | 2,800,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 239,274 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 119,637 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 250,181 | 2,350,000 | SH | SOLE | 2,350,000 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 43,970 | 92,000 | SH | Call | SOLE | 92,000 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 160,092 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 160,092 | 900,000 | SH | Put | SOLE | 900,000 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 51,285 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 56,056 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 6,735 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 480,695 | 6,830,000 | SH | SOLE | 6,830,000 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 49,620 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 49,620 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
| DISCOVERY COMMUNICATNS NEW | COM SER A | 25470F104 | 117,546 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| DISCOVERY COMMUNICATNS NEW | COM SER A | 25470F104 | 22,605 | 250,000 | SH | Put | SOLE | 250,000 | 0 | 0 | |
| FIFTH & PAC COS INC | COM | 316645100 | 118,665 | 3,700,200 | SH | SOLE | 3,700,200 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 74,492 | 1,466,099 | SH | SOLE | 1,466,099 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 36,423 | 32,500 | SH | Put | SOLE | 32,500 | 0 | 0 | |
| GOOGLE INC | CL A | 38259P508 | 145,692 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 181,655 | 2,350,000 | SH | SOLE | 2,350,000 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 85,030 | 1,100,000 | SH | Put | SOLE | 1,100,000 | 0 | 0 | |
| IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 68,690 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| IHS INC | CL A | 451734107 | 344,365 | 2,876,900 | SH | SOLE | 2,876,900 | 0 | 0 | ||
| ISHARES | U.S. REAL ES ETF | 464287739 | 37,854 | 600,000 | SH | Call | SOLE | 600,000 | 0 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 193,936 | 2,300,000 | SH | SOLE | 2,300,000 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | 148,050 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
| MEAD JOHNSON NUTRITION CO | COM | 582839106 | 234,528 | 2,800,000 | SH | SOLE | 2,800,000 | 0 | 0 | ||
| MEAD JOHNSON NUTRITION CO | COM | 582839106 | 142,392 | 1,700,000 | SH | Put | SOLE | 1,700,000 | 0 | 0 | |
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 23,168 | 180,000 | SH | Call | SOLE | 180,000 | 0 | 0 | |
| PANDORA MEDIA INC | COM | 698354107 | 29,260 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 31,920 | 1,200,000 | SH | Put | SOLE | 1,200,000 | 0 | 0 | |
| RACKSPACE HOSTING INC | COM | 750086100 | 27,391 | 700,000 | SH | Call | SOLE | 700,000 | 0 | 0 | |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 117,335 | 2,730,000 | SH | Call | SOLE | 2,730,000 | 0 | 0 | |
| SENSATA TECHNOLOGIES HLDG BV | SHS | N7902X106 | 298,529 | 7,700,000 | SH | SOLE | 7,700,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 361,215 | 1,956,000 | SH | Call | SOLE | 1,956,000 | 0 | 0 | |
| SPDR SERIES TRUST | S&P RETAIL ETF | 78464A714 | 9,867 | 112,000 | SH | Call | SOLE | 112,000 | 0 | 0 | |
| TIM HORTONS INC | COM | 88706M103 | 253,369 | 4,340,000 | SH | SOLE | 4,340,000 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 86,783 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 17,357 | 450,000 | SH | Put | SOLE | 450,000 | 0 | 0 | |
| YUM BRANDS INC | COM | 988498101 | 299,038 | 3,955,000 | SH | Put | SOLE | 3,955,000 | 0 | 0 | |
| YUM BRANDS INC | COM | 988498101 | 299,038 | 3,955,000 | SH | SOLE | 3,955,000 | 0 | 0 | ||