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 9,963 122,990 SH   SOLE   122,990 0 0
AERCAP HOLDINGS NV SHS N00985106 27,759 606,220 SH   SOLE   606,220 0 0
AGRIUM INC COM 008916908 9,250 1,500 SH Call SOLE   1,500 0 0
ANADARKO PETE CORP COM 003251110 23,418 300,000 SH   SOLE   300,000 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 14,056 263,813 SH   SOLE   263,813 0 0
AUTODESK INC COM 052769106 20,013 399,655 SH   SOLE   399,655 0 0
AVIS BUDGET GROUP COM 053774105 32,002 725,989 SH   SOLE   725,989 0 0
BARRICK GOLD CORP COM 067901108 31,980 3,000,000 SH   SOLE   3,000,000 0 0
CABOT OIL & GAS CORP COM 127097103 18,924 600,000 SH   SOLE   600,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M905 1,185 500 SH Call SOLE   500 0 0
CITIGROUP INC COM NEW 172967424 30,187 546,462 SH   SOLE   546,462 0 0
CORE LABORATORIES N V COM N22717107 11,404 100,000 SH   SOLE   100,000 0 0
CORELOGIC INC COM 21871D103 18,010 453,762 SH   SOLE   453,762 0 0
CSX CORP COM 126408103 18,025 552,081 SH   SOLE   552,081 0 0
ENCANA CORP COM 292505104 17,621 1,600,000 SH   SOLE   1,600,000 0 0
FREEPORT-MCMORAN INC CL B 35671D957 13,796 10,000 SH Put SOLE   10,000 0 0
FREEPORT-MCMORAN INC CL B 35671D907 202 5,000 SH Call SOLE   5,000 0 0
HALLIBURTON CO COM 406216101 43,070 1,000,000 SH   SOLE   1,000,000 0 0
HOLLYFRONTIER CORP COM 436106958 3,547 5,000 SH Put SOLE   5,000 0 0
MARATHON PETE CORP COM 56585A102 36,617 700,000 SH   SOLE   700,000 0 0
PDC ENERGY INC COM 69327R101 16,092 300,000 SH   SOLE   300,000 0 0
PHILLIPS 66 COM 718546104 32,224 400,000 SH   SOLE   400,000 0 0
PIONEER NAT RES CO COM 723787107 27,738 200,000 SH   SOLE   200,000 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 15,933 622,873 SH   SOLE   622,873 0 0
POTASH CORP SASK INC COM 73755L907 4,241 10,000 SH Call SOLE   10,000 0 0
PRECISION CASTPARTS CORP COM 740189105 66,018 330,306 SH   SOLE   330,306 0 0
RANGE RES CORP COM 75281A109 14,814 300,000 SH   SOLE   300,000 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 47,575 1,860,582 SH   SOLE   1,860,582 0 0
SEALED AIR CORP NEW COM 81211K100 24,001 467,131 SH   SOLE   467,131 0 0
SILVER WHEATON CORP COM 828336107 12,138 700,000 SH   SOLE   700,000 0 0
SOUTHWESTERN ENERGY CO COM 845467909 11,958 15,000 SH Call SOLE   15,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V907 3,786 10,000 SH Call SOLE   10,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 154,388 750,000 SH   SOLE   750,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F953 83,325 10,000 SH Put SOLE   10,000 0 0
SUNEDISON INC COM 86732Y109 20,937 700,000 SH   SOLE   700,000 0 0
SUNEDISON INC COM 86732Y959 7,530 5,000 SH Put SOLE   5,000 0 0
PRICELINE GRP INC COM NEW 741503403 16,238 14,103 SH   SOLE   14,103 0 0
TIME WARNER CABLE INC COM 88732J207 259,453 1,456,208 SH   SOLE   1,456,208 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 60,111 1,865,637 SH   SOLE   1,865,637 0 0
U S SILICA HLDGS INC COM 90346E103 14,680 500,000 SH   SOLE   500,000 0 0
VIDEOCON D2H LTD ADR 92657J101 1,090 86,433 SH   SOLE   86,433 0 0
WILLIAMS COS INC DEL COM 969457100 45,912 800,000 SH   SOLE   800,000 0 0