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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109   871 16,000 SH   SOLE   16,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   516 300,000 SH Put SOLE   300,000 0 0
AK STL CORP Note 001546AP5   10,361 14,500,000 SH   SOLE   14,500,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   4,190 107,914 SH   SOLE   107,914 0 0
AMGEN INC COM 031162100   1,120 8,100 SH   SOLE   8,100 0 0
BANK AMER CORP COM 060505104   5,531 355,000 SH   SOLE   355,000 0 0
BIOGEN INC COM 09062X103   6,149 21,071 SH   SOLE   21,071 0 0
CABOT OIL & GAS CORP COM 127097103   1,295 59,228 SH   SOLE   59,228 0 0
CAMERON INTERNATIONAL CORP COM 13342B105   4,198 68,460 SH   SOLE   68,460 0 0
CANADIAN SOLAR INC Note 136635AE9   6,781 8,000,000 SH   SOLE   8,000,000 0 0
CANADIAN SOLAR INC COM 136635109   4,155 250,000 SH Put SOLE   250,000 0 0
CASTLE A M & CO COM 148411101   843 379,800 SH Put SOLE   379,800 0 0
CHEVRON CORP NEW COM 166764100   16,149 204,734 SH   SOLE   204,734 0 0
CIMAREX ENERGY CO COM 171798101   5,775 56,350 SH   SOLE   56,350 0 0
CLEAN ENERGY FUELS CORP COM 184499101   2,467 548,200 SH Put SOLE   548,200 0 0
CME GROUP INC COM 12572Q105   2,782 30,000 SH   SOLE   30,000 0 0
COBALT INTL ENERGY INC COM 19075F106   2,124 300,000 SH   SOLE   300,000 0 0
COBALT INTL ENERGY INC Note 19075FAA4   24,736 35,000,000 SH   SOLE   35,000,000 0 0
COBALT INTL ENERGY INC COM 19075F106   2,124 300,000 SH Put SOLE   300,000 0 0
CONCHO RES INC COM 20605P101   1,691 17,200 SH   SOLE   17,200 0 0
CONTINENTAL RESOURCES INC COM 212015101   2,825 97,500 SH   SOLE   97,500 0 0
CTRIP COM INTL LTD Note 22943FAD2   12,470 11,500,000 SH   SOLE   11,500,000 0 0
DELTA AIR LINES INC DEL COM 247361702   1,032 23,000 SH   SOLE   23,000 0 0
ENCANA CORP COM 292505104   5,603 870,061 SH   SOLE   870,061 0 0
EOG RES INC COM 26875P101   19,972 274,342 SH   SOLE   274,342 0 0
EXELIXIS INC Note 30161QAC8   15,852 13,215,000 SH   SOLE   13,215,000 0 0
FACEBOOK INC CL A 30303M102   1,016 11,300 SH   SOLE   11,300 0 0
FREEPORT-MCMORAN INC CL B 35671D857   159 16,400 SH   SOLE   16,400 0 0
FXCM INC Note 302693AB2   3,024 4,000,000 SH   SOLE   4,000,000 0 0
GENERAL MTRS CO COM 37045V100   2,776 92,457 SH   SOLE   92,457 0 0
GOGO INC COM 38046C109   2,556 167,300 SH Put SOLE   167,300 0 0
GOOGLE INC CL A 38259P508   1,031 1,615 SH   SOLE   1,615 0 0
GULFPORT ENERGY CORP COM 402635304   6,883 231,898 SH   SOLE   231,898 0 0
GULFPORT ENERGY CORP COM 402635304   7,420 250,000 SH Put SOLE   250,000 0 0
HALLIBURTON CO COM 406216101   16,639 470,682 SH   SOLE   470,682 0 0
HD SUPPLY HLDGS INC COM 40416M105   859 30,000 SH   SOLE   30,000 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105   356 21,260 SH   SOLE   21,260 0 0
HORSEHEAD HLDG CORP COM 440694305   3,319 1,092,000 SH Put SOLE   1,092,000 0 0
HUMANA INC COM 444859102   624 3,485 SH   SOLE   3,485 0 0
INTERDIGITAL INC Note 458660AB3   15,574 14,976,000 SH   SOLE   14,976,000 0 0
INTEROIL CORP Note 460951AC0   3,973 4,000,000 SH   SOLE   4,000,000 0 0
ISHARES MSCI STH KOR ETF 464286772   18,170 372,493 SH   SOLE   372,493 0 0
ISHARES TR US HOME CONS ETF 464288752   1,018 39,000 SH   SOLE   39,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   7,048 215,024 SH   SOLE   215,024 0 0
ISTAR INC Note 45031UBR1   11,476 10,000,000 SH   SOLE   10,000,000 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100   25,931 1,181,900 SH Put SOLE   1,181,900 0 0
KCG HLDGS INC CL A 48244B100   8,776 800,000 SH Put SOLE   800,000 0 0
LINN ENERGY LLC UNIT LTD LIAB 536020100   1,922 714,400 SH Put SOLE   714,400 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100   3,586 261,000 SH Call SOLE   261,000 0 0
MCDERMOTT INTL INC COM 580037109   6,562 1,526,000 SH Put SOLE   1,526,000 0 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109   5,279 300,266 SH   SOLE   300,266 0 0
MERCK & CO INC NEW COM 58933Y105   1,101 22,300 SH   SOLE   22,300 0 0
MICRON TECHNOLOGY INC COM 595112103   3,358 224,154 SH   SOLE   224,154 0 0
MICROSOFT CORP COM 594918104   735 16,600 SH   SOLE   16,600 0 0
NABORS INDUSTRIES LTD SHS G6359F103   4,700 497,308 SH   SOLE   497,308 0 0
NATIONSTAR MTG HLDGS INC COM 63861C109   4,999 360,400 SH Put SOLE   360,400 0 0
NEWFIELD EXPL CO COM 651290108   6,371 193,637 SH   SOLE   193,637 0 0
NOBLE ENERGY INC COM 655044105   3,952 130,932 SH   SOLE   130,932 0 0
NQ MOBILE INC Note 64118UAB4   3,715 5,370,000 SH   SOLE   5,370,000 0 0
NQ MOBILE INC ADR REPSTG CL A 64118U108   6,016 1,817,600 SH Put SOLE   1,817,600 0 0
OCCIDENTAL PETE CORP DEL COM 674599105   2,520 38,100 SH   SOLE   38,100 0 0
OCEANEERING INTL INC COM 675232102   2,259 57,500 SH   SOLE   57,500 0 0
PARSLEY ENERGY INC CL A 701877102   15,497 1,028,336 SH   SOLE   1,028,336 0 0
PDC ENERGY INC COM 69327R101   3,891 73,394 SH   SOLE   73,394 0 0
PEABODY ENERGY CORP COM 704549104   1,242 900,000 SH Put SOLE   900,000 0 0
PENN VA CORP COM 707882106   292 550,000 SH Put SOLE   550,000 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   1,651 379,589 SH   SOLE   379,589 0 0
PFIZER INC COM 717081103   864 27,500 SH   SOLE   27,500 0 0
PIONEER NAT RES CO COM 723787107   10,339 85,000 SH   SOLE   85,000 0 0
POWERSHS DB US DOLLAR INDEX DOLL INDX BULL 73936D107   32,143 1,280,600 SH Put SOLE   1,280,600 0 0
PULTE GROUP INC COM 745867101   2,452 129,927 SH   SOLE   129,927 0 0
QIHOO 360 TECHNOLOGY CO LTD Note 74734MAB5   26,021 27,000,000 SH   SOLE   27,000,000 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109   12,441 260,100 SH Put SOLE   260,100 0 0
RICE ENERGY INC COM 762760106   4,358 269,680 SH   SOLE   269,680 0 0
RSP PERMIAN INC COM 74978Q105   5,348 264,087 SH   SOLE   264,087 0 0
SCHLUMBERGER LTD COM 806857108   1,947 28,223 SH   SOLE   28,223 0 0
SEADRILL LIMITED SHS G7945E105   1,180 200,000 SH Put SOLE   200,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605   3,399 150,000 SH   SOLE   150,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   2,165 50,000 SH   SOLE   50,000 0 0
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506   1,533 25,044 SH   SOLE   25,044 0 0
SHIP FINANCE INTERNATIONAL L Note G81075AE6   7,488 7,100,000 SH   SOLE   7,100,000 0 0
SINA CORP Note 82922RAD5   18,840 20,000,000 SH   SOLE   20,000,000 0 0
SM ENERGY CO COM 78454L100   5,700 177,900 SH   SOLE   177,900 0 0
SOLARCITY CORP Note 83416TAA8   20,413 22,000,000 SH   SOLE   22,000,000 0 0
SOLARCITY CORP COM 83416T100   15,064 352,700 SH Put SOLE   352,700 0 0
SOUFUN HLDGS LTD Note 836034AB4   13,832 14,500,000 SH   SOLE   14,500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   11,498 60,000 SH   SOLE   60,000 0 0
STARWOOD PPTY TR INC Note 85571BAA3   36,755 36,000,000 SH   SOLE   36,000,000 0 0
SUNCOR ENERGY INC NEW COM 867224107   6,680 250,000 SH   SOLE   250,000 0 0
SUNEDISON INC Note 86732YAC3   10,005 13,000,000 SH   SOLE   13,000,000 0 0
SUNEDISON INC Note 86732YAD1   2,887 4,000,000 SH   SOLE   4,000,000 0 0
SWIFT ENERGY CO COM 870738101   113 300,000 SH Put SOLE   300,000 0 0
SYNERGY RES CORP COM 87164P103   750 76,501 SH   SOLE   76,501 0 0
TRINA SOLAR LIMITED DBCV 3.500% 6/1 89628EAC8   21,312 23,950,000 SH   SOLE   23,950,000 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104   4,993 556,600 SH Put SOLE   556,600 0 0
TRULIA INC Note 897888AB9   19,775 15,000,000 SH   SOLE   15,000,000 0 0
VIPSHOP HLDGS LTD Note 92763WAA1   41,731 38,000,000 SH   SOLE   38,000,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103   38,403 2,285,900 SH Put SOLE   2,285,900 0 0
WALTER INVT MGMT CORP COM 93317W102   4,662 286,900 SH Put SOLE   286,900 0 0
WEATHERFORD INTL PLC ORD SHS G48833100   2,706 319,103 SH   SOLE   319,103 0 0
YAHOO INC COM 984332106   10,255 354,708 SH   SOLE   354,708 0 0
YY INC Note 98426TAB2   33,203 35,400,000 SH   SOLE   35,400,000 0 0
YY INC ADS REPCOM CLA 98426T106   16,940 310,600 SH Put SOLE   310,600 0 0
ZILLOW GROUP INC CL A 98954M101   2,804 97,600 SH Put SOLE   97,600 0 0