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
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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
AERCAP HOLDINGS NV SHS N00985106 38,666 1,011,143 SH   SOLE   1,011,143 0 0
AVIS BUDGET GROUP COM 053774105 35,624 815,576 SH   SOLE   815,576 0 0
BERRY PLASTICS GROUP INC COM 08579W103 21,049 700,000 SH   SOLE   700,000 0 0
C&J ENERGY SVCS LTD SHS G3164Q101 1,760 500,000 SH   SOLE   500,000 0 0
CABOT OIL & GAS CORP COM 127097103 32,790 1,500,000 SH   SOLE   1,500,000 0 0
CANADIAN NAT RES LTD COM 136385101 19,522 1,000,000 SH   SOLE   1,000,000 0 0
CF INDS HLDGS INC COM 125269100 13,470 300,000 SH   SOLE   300,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 4,830 100,000 SH   SOLE   100,000 0 0
CHEVRON CORP NEW COM 166764100 23,664 300,000 SH   SOLE   300,000 0 0
CITIGROUP INC COM NEW 172967424 18,387 370,640 SH   SOLE   370,640 0 0
CONTINENTAL RESOURCES INC COM 212015101 28,970 1,000,000 SH   SOLE   1,000,000 0 0
CORELOGIC INC COM 21871D103 17,060 458,237 SH   SOLE   458,237 0 0
CSX CORP COM 126408103 39,275 1,460,054 SH   SOLE   1,460,054 0 0
EXXON MOBIL CORP COM 30231G102 56,153 10,000 SH Call SOLE   10,000 0 0
GREEN PLAINS INC COM 393222104 4,865 250,000 SH   SOLE   250,000 0 0
HALLIBURTON CO COM 406216101 7,070 200,000 SH   SOLE   200,000 0 0
HOLLYFRONTIER CORP COM 436106108 48,840 1,000,000 SH   SOLE   1,000,000 0 0
HOLLYFRONTIER CORP COM 436106108 22,832 10,000 SH Call SOLE   10,000 0 0
JPMORGAN CHASE & CO COM 46625H365 28,146 15,000 SH Put SOLE   15,000 0 0
KINDER MORGAN INC DEL COM 49456B101 18,929 10,000 SH Put SOLE   10,000 0 0
KINDER MORGAN INC DEL COM 49456B101 13,840 500,000 SH   SOLE   500,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 4,294 100,000 SH   SOLE   100,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 4,102 100,000 SH   SOLE   100,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 20,840 250,000 SH   SOLE   250,000 0 0
MARATHON PETE CORP COM 56585A102 46,330 1,000,000 SH   SOLE   1,000,000 0 0
MICROSOFT CORP COM 594918104 43,730 988,034 SH   SOLE   988,034 0 0
MONSANTO CO NEW COM 61166W101 16,196 189,783 SH   SOLE   189,783 0 0
NEWFIELD EXPL CO COM 651290108 23,030 700,000 SH   SOLE   700,000 0 0
PDC ENERGY INC COM 69327R101 15,903 300,000 SH   SOLE   300,000 0 0
PEABODY ENERGY CORP SDCV 4.750%12/1 704549AG9 1,050 10,000,000 SH   SOLE   10,000,000 0 0
PIONEER NAT RES CO COM 723787107 36,492 300,000 SH   SOLE   300,000 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 28,464 2,250,143 SH   SOLE   2,250,143 0 0
PRICELINE GRP INC COM NEW 741503403 27,808 22,483 SH   SOLE   22,483 0 0
RELIANCE STEEL & ALUMIUM CO COM 759509102 27,005 500,000 SH   SOLE   500,000 0 0
ROYAL GOLD INC COM 780287108 11,745 250,000 SH   SOLE   250,000 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 42,007 2,057,142 SH   SOLE   2,057,142 0 0
SCHLUMBERGER LTD COM 806857108 27,588 400,000 SH   SOLE   400,000 0 0
SEALED AIR CORP NEW COM 81211K100 21,882 466,767 SH   SOLE   466,767 0 0
SILVER WHEATON CORP COM 828336107 36,030 3,000,000 SH   SOLE   3,000,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 1,801 10,000 SH Call SOLE   10,000 0 0
STEEL DYNAMICS INC COM 858119100 34,360 2,000,000 SH   SOLE   2,000,000 0 0
SUNEDISON INC COM 86732Y109 5,744 800,000 SH   SOLE   800,000 0 0
TIME WARNER CABLE INC COM 88732J207 279,133 1,556,184 SH   SOLE   1,556,184 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 25,551 947,024 SH   SOLE   947,024 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 24,575 907,823 SH   SOLE   907,823 0 0
VALERO ENERGY CORP NEW COM 91913Y100 18,030 300,000 SH   SOLE   300,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 8,496 3,000 SH Put SOLE   3,000 0 0
WILLIAMS COS INC DEL COM 969457100 25,795 700,000 SH   SOLE   700,000 0 0