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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,221 25,000 SH   OTR 1,2 25,000 0 0
ALLY FINL INC COM 02005N100 17,762 767,600 SH   OTR 1,2 767,600 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 49,850 922,812 SH   OTR 1,2 922,812 0 0
ANADARKO PETE CORP COM 032511107 31,315 308,703 SH   OTR 1,2 308,703 0 0
APPLE INC COM 037833100 8,930 88,634 SH   OTR 1,2 88,634 0 0
ATHLON ENERGY INC COM 047477104 42,997 738,401 SH   OTR 1,2 738,401 0 0
B/E AEROSPACE INC COM 073302101 7,974 95,000 SH   OTR 1,2 9,500 0 0
CBS CORP NEW CL B 124857202 18,983 354,820 SH   OTR 1,2 354,820 0 0
CBS OUTDOOR AMERS INC COM 14987J106 19,563 653,403 SH   OTR 1,2 653,403 0 0
CHENIERE ENERGY INC COM NEW 16411R208 95,569 1,194,167 SH   OTR 1,2 1,194,167 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 2,545 77,779 SH   OTR 1,2 77,779 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 9,862 180,000 SH   OTR 1,2 180,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 23,118 376,888 SH   OTR 1,2 376,888 0 0
EMPRESA DIST Y COMERCIAL NOR SPON ADR 29244A102 4,460 401,092 SH   OTR 1,2 401,092 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 38,438 623,078 SH   OTR 1,2 623,078 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 15,701 1,061,600 SH   OTR 1,2 1,061,600 0 0
GENERAL MTRS CO COM 37045V100 21,442 671,330 SH   OTR 1,2 671,330 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V118 1,286 57,451 SH   OTR 1,2 57,451 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 831 57,451 SH   OTR 1,2 57,451 0 0
GOOGLE INC CL A 38259P508 37,657 63,998 SH   OTR 1,2 63,998 0 0
GOOGLE INC CL C 38259P706 8,083 14,000 SH   OTR 1,2 14,000 0 0
GULF COAST ULTRA DEEP RTY TR ROYALTY TR UNT 40222T104 4,028 2,014,179 SH   OTR 1,2 2,014,179 0 0
HCA HOLDINGS INC COM 40412C101 54,706 775,747 SH   OTR 1,2 775,747 0 0
MARATHON PETE CORP COM 56585A102 15,402 181,907 SH   OTR 1,2 181,907 0 0
MARKET VECTORS ETF TR RUSSIA ETF 57060U506 14,742 659,000 SH   OTR 1,2 659,000 0 0
MASTERCARD INC CL A 57636Q104 4,731 64,000 SH   OTR 1,2 64,000 0 0
METLIFE INC COM 59156R108 10,178 189,465 SH   OTR 1,2 189,465 0 0
NCR CORP NEW COM 62886E108 50,723 1,518,200 SH   OTR 1,2 1,518,200 0 0
OMNICARE INC COM 681904108 7,512 120,660 SH   OTR 1,2 120,660 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697600207 2,509 233,356 SH   OTR 1,2 233,356 0 0
PIONEER NAT RES CO COM 723787107 60,983 309,606 SH   OTR 1,2 309,606 0 0
PRECISION CASTPARTS CORP COM 740189105 8,291 35,000 SH   OTR 1,2 35,000 0 0
SEMGROUP CORP CL A 81663A105 9,119 109,506 SH   OTR 1,2 109,506 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 31,049 1,190,066 SH   OTR 1,2 1,190,066 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 23,678 344,000 SH   OTR 1,2 344,000 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 7,920 390,128 SH   OTR 1,2 390,128 0 0
TRANSCANADA CORP COM 89353D107 43,847 850,900 SH   OTR 1,2 850,900 0 0
YAHOO INC COM 984332106 16,708 410,000 SH   OTR 1,2 410,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 121,154 3,275,320 SH   OTR 1,2 3,275,320 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 36,975 2,500,000 SH Call OTR 1,2 0 0 0
MCDONALDS CORP COM 580135101 47,405 500,000 SH Call OTR 1,2 0 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 138,875 1,270,000 SH Call OTR 1,2 0 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 254,156 1,290,000 SH Call OTR 1,2 0 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 123,206 1,790,000 SH Call OTR 1,2 0 0 0