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
ADOBE SYS INC COM 00724F101 20,710 280,097 SH   SOLE   280,097 0 0
AERCAP HOLDINGS NV SHS N00985106 24,983 572,354 SH   SOLE   572,354 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 21,766 378,741 SH   SOLE   378,741 0 0
AUTODESK INC COM 052769106 14,809 252,534 SH   SOLE   252,534 0 0
AXIALL CORP COM 05463D100 18,776 400,000 SH   SOLE   400,000 0 0
BARRICK GOLD CORP COM 067901108 16,440 1,500,000 SH   SOLE   1,500,000 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 9,294 200,000 SH   SOLE   200,000 0 0
CABOT OIL & GAS CORP COM 127097103 23,624 800,000 SH   SOLE   800,000 0 0
CANADIAN NAT RES LTD COM 136385101 24,481 800,000 SH   SOLE   800,000 0 0
CANADIAN PAC RY LTD COM 13645T100 9,135 50,000 SH   SOLE   50,000 0 0
CITIGROUP INC COM NEW 172967424 29,305 568,803 SH   SOLE   568,803 0 0
CONCHO RES INC COM 20605P101 23,184 200,000 SH   SOLE   200,000 0 0
CONOCOPHILLIPS CALL 20825C904 24,984 25,000 SH Call SOLE   25,000 0 0
CONSOL ENERGY INC CALL 20854P909 7,263 15,000 SH Call SOLE   15,000 0 0
CORE LABORATORIES N V COM N22717107 10,449 100,000 SH   SOLE   100,000 0 0
CORELOGIC INC COM 21871D103 26,565 753,203 SH   SOLE   753,203 0 0
CSX CORP COM 126408103 12,939 390,675 SH   SOLE   390,675 0 0
DOLLAR GEN CORP NEW COM 256677105 26,516 351,769 SH   SOLE   351,769 0 0
FREEPORT-MCMORAN INC PUT 35671D957 5,581 30,000 SH Put SOLE   30,000 0 0
GOOGLE INC CL A 38259P508 26,823 48,356 SH   SOLE   48,356 0 0
HALLIBURTON CO COM 406216101 17,552 400,000 SH   SOLE   400,000 0 0
INTERFACE INC COM 458665304 5,469 263,176 SH   SOLE   263,176 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 23,003 1,000,000 SH   SOLE   1,000,000 0 0
KIRBY CORP COM 497266106 7,505 100,000 SH   SOLE   100,000 0 0
LYONDELLBASELL INDUSTRIES N SHS -A - N53745100 35,120 400,000 SH   SOLE   400,000 0 0
MARATHON PETE CORP COM 56585A102 25,598 250,000 SH   SOLE   250,000 0 0
MARKET VECTORS ETF TR CALL 57060U901 13,050 30,000 SH Call SOLE   30,000 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 5,022 275,350 SH   SOLE   275,350 0 0
MOSAIC CO NEW PUT 61945C953 41,167 17,000 SH Put SOLE   17,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 7,391 71,809 SH   SOLE   71,809 0 0
NUCOR CORP COM 670346105 38,024 800,000 SH   SOLE   800,000 0 0
PBF ENERGY INC CL A 69318G106 13,568 400,000 SH   SOLE   400,000 0 0
PEMBINA PIPELINE CORP COM 706327103 18,928 600,000 SH   SOLE   600,000 0 0
PHILLIPS 66 COM 718546104 31,440 400,000 SH   SOLE   400,000 0 0
PIONEER NAT RES CO COM 723787107 24,527 150,000 SH   SOLE   150,000 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 10,976 427,734 SH   SOLE   427,734 0 0
POWERSHARES QQQ TRUST PUT 73935A954 14,294 4,000 SH Put SOLE   4,000 0 0
PRECISION CASTPARTS CORP COM 740189105 45,072 214,630 SH   SOLE   214,630 0 0
RANGE RES CORP COM 75281A109 26,020 500,000 SH   SOLE   500,000 0 0
RETAILMENOT INC COM SER 1 76132B106 7,001 388,755 SH   SOLE   388,755 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 47,307 2,044,402 SH   SOLE   2,044,402 0 0
SEALED AIR CORP NEW COM 81211K100 23,406 513,743 SH   SOLE   513,743 0 0
SELECT SECTOR SPDR TR PUT 81369Y956 35,535 23,000 SH Put SOLE   23,000 0 0
SILVER WHEATON CORP COM 828336107 8,559 450,000 SH   SOLE   450,000 0 0
SOUTHERN COPPER CORP COM 84265V105 29,180 1,000,000 SH   SOLE   1,000,000 0 0
SPDR GOLD TRUST CALL 78463V907 8,541 10,000 SH Call SOLE   10,000 0 0
SPDR S&P 500 ETF TR CALL 78462F903 15,083 2,000 SH Call SOLE   2,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 29,174 1,000,000 SH   SOLE   1,000,000 0 0
SUNCOR ENERGY INC NEW CALL 867224907 8,312 5,000 SH Call SOLE   5,000 0 0
TIME WARNER CABLE INC COM 88732J207 59,699 398,309 SH   SOLE   398,309 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 68,829 2,093,354 SH   SOLE   2,093,354 0 0
UNITED STATES STL CORP NEW PUT 912909958 1,403 1,000 SH Put SOLE   1,000 0 0
VALERO ENERGY CORP NEW PUT 91913Y950 6,003 2,000 SH Put SOLE   2,000 0 0
WILLIAMS COS INC DEL COM 969457100 40,472 800,000 SH   SOLE   800,000 0 0
WILLIAMS COS INC DEL PUT 969457950 2,064 3,000 SH Put SOLE   3,000 0 0