The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| AMERCO | COM | 023586100 | 3,306 | 10,197 | SH | SOLE | 10,197 | 0 | 0 | ||
| ASSURED GUARANTY LTD | COM | G0585R106 | 4,901 | 176,609 | SH | SOLE | 176,609 | 0 | 0 | ||
| BARCLAYS BK PLC | IPATH S&P500 VIX | 06740Q252 | 3,082 | 90,464 | SH | SOLE | 90,464 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 4,453 | 182,879 | SH | SOLE | 182,879 | 0 | 0 | ||
| HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 16,175 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 270 | 11,000 | SH | Put | SOLE | 11,000 | 0 | 0 | |
| LINKEDIN CORP | COM CL A | 53578A108 | 1,804 | 9,437 | SH | SOLE | 9,437 | 0 | 0 | ||
| PICO HLDGS INC | COM NEW | 693366205 | 284 | 24,095 | SH | SOLE | 24,095 | 0 | 0 | ||
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 8,795 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| VEREIT INC | COM | 92339V100 | 1,047 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | ||
| XILINX INC | COM | 983919101 | 10,611 | 195,263 | SH | SOLE | 195,263 | 0 | 0 | ||