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
ACTIVISION BLIZZARD INC COM 00507V109 4,228 253,638 SH   SOLE   253,638 0 0
AEGEAN MARINE PETROLEUM NETW SHS Y0017S102 9,908 835,351 SH   SOLE   835,351 0 0
ALCATEL-LUCENT SPONSORED ADR 013904305 3,902 1,105,240 SH   SOLE   1,105,240 0 0
AMC NETWORKS INC CL A 00164V103 21,380 312,208 SH   SOLE   312,208 0 0
ANADARKO PETE CORP COM 032511107 6,749 72,577 SH   SOLE   72,577 0 0
AUTODESK INC COM 052769106 3,088 75,000 SH   SOLE   75,000 0 0
AVON PRODS INC COM 054303102 5,150 250,000 SH   SOLE   250,000 0 0
BANK OF AMERICA CORPORATION COM 060505104 4,278 310,000 SH   SOLE   310,000 0 0
BARRICK GOLD CORP COM 067901108 2,700 145,000 SH   SOLE   145,000 0 0
BEAM INC COM 073730103 4,849 75,000 SH   SOLE   75,000 0 0
BEST BUY INC COM 086516101 1,875 50,000 SH Put SOLE   50,000 0 0
BOISE INC COM 09746Y105 1,260 100,000 SH   SOLE   100,000 0 0
BP PLC SPONSORED ADR 055622104 3,572 85,000 SH   SOLE   85,000 0 0
BROOKFIELD OFFICE PPTYS INC COM 112900105 953 50,000 SH   SOLE   50,000 0 0
CARNIVAL CORP PAIRED CTF 143658300 1,632 50,000 SH Call SOLE   50,000 0 0
CBS CORP NEW CL B 124857202 20,361 369,121 SH   SOLE   369,121 0 0
CHENIERE ENERGY INC COM NEW 16411R208 14,488 424,360 SH   SOLE   424,360 0 0
CHIMERA INVT CORP COM 16934Q109 18,795 6,182,644 SH   SOLE   6,182,644 0 0
CITIGROUP INC COM NEW 172967424 8,550 176,239 SH   SOLE   176,239 0 0
COBALT INTL ENERGY INC COM 19075F106 2,486 100,000 SH Call SOLE   100,000 0 0
COMPUTER SCIENCES CORP COM 205363104 4,894 94,600 SH   SOLE   94,600 0 0
DARDEN RESTAURANTS INC COM 237194105 3,471 75,000 SH   SOLE   75,000 0 0
DELL INC COM 24702R101 19,622 1,425,000 SH   SOLE   1,425,000 0 0
DIANA SHIPPING INC COM Y2066G104 4,527 375,100 SH   SOLE   375,100 0 0
E M C CORP MASS COM 268648102 6,691 261,800 SH   SOLE   261,800 0 0
EATON CORP PLC SHS G29183103 6,196 90,000 SH   SOLE   90,000 0 0
ELAN PLC ADR 284131208 18,462 1,185,000 SH   SOLE   1,185,000 0 0
EXPEDIA INC DEL COM NEW 30212P303 1,486 28,700 SH   SOLE   28,700 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 1,652 62,100 SH   SOLE   62,100 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 20,476 619,000 SH Put SOLE   619,000 0 0
GENERAL MTRS CO COM 37045V100 27,151 754,798 SH   SOLE   754,798 0 0
HCA HOLDINGS INC COM 40412C101 4,241 99,185 SH   SOLE   99,185 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 6,315 285,000 SH   SOLE   285,000 0 0
HUDSON CITY BANCORP COM 443683107 2,715 300,000 SH   SOLE   300,000 0 0
IRON MTN INC COM 462846106 1,080 40,000 SH   SOLE   40,000 0 0
ISHARES TIPS BD ETF 464287176 1,286 11,420 SH   SOLE   11,420 0 0
ISHARES CHINA LG-CAP ETF 464287184 76,533 2,064,000 SH Put SOLE   2,064,000 0 0
ISHARES MSCI EMG MKT ETF 464287234 38,058 933,712 SH   SOLE   933,712 0 0
ISHARES MSCI EMG MKT ETF 464287234 38,039 933,000 SH Put SOLE   933,000 0 0
ISHARES MSCI EAFE ETF 464287465 48,385 758,500 SH   SOLE   758,500 0 0
ISHARES RUS 1000 GRW ETF 464287614 32,255 412,469 SH   SOLE   412,469 0 0
ISHARES MSCI AC ASIA ETF 464288182 15,533 266,525 SH   SOLE   266,525 0 0
ISHARES MSCI ACWI ETF 464288257 2,495 46,277 SH   SOLE   46,277 0 0
ISHARES US HOME CONS ETF 464288752 2,776 124,228 SH   SOLE   124,228 0 0
JOHNSON & JOHNSON COM 478160104 2,167 25,000 SH   SOLE   25,000 0 0
KB HOME COM 48666K109 1,532 85,000 SH   SOLE   85,000 0 0
LAS VEGAS SANDS CORP COM 517834107 5,298 79,758 SH   SOLE   79,758 0 0
LENNAR CORP CL A 526057104 13,134 371,000 SH Call SOLE   371,000 0 0
LEUCADIA NATL CORP COM 527288104 1,103 40,500 SH   SOLE   40,500 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 13,723 181,939 SH   SOLE   181,939 0 0
LIFE TECHNOLOGIES CORP COM 53217V109 4,490 60,000 SH   SOLE   60,000 0 0
LOUISIANA PAC CORP COM 546347105 8,885 505,140 SH   SOLE   505,140 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 22,689 309,824 SH   SOLE   309,824 0 0
MANITOWOC INC COM 563571108 7,623 389,338 SH   SOLE   389,338 0 0
MOLEX INC CL A 608554200 8,613 225,000 SH   SOLE   225,000 0 0
MONDELEZ INTL INC CL A 609207105 8,326 265,000 SH   SOLE   265,000 0 0
NETAPP INC COM 64110D104 4,689 110,000 SH   SOLE   110,000 0 0
NEWS CORP NEW CL A 65249B109 7,008 436,320 SH   SOLE   436,320 0 0
NOBLE ENERGY INC COM 655044105 2,147 32,040 SH   SOLE   32,040 0 0
NUCOR CORP COM 670346105 6,618 135,000 SH   SOLE   135,000 0 0
NV ENERGY INC COM 67073Y106 6,728 285,000 SH   SOLE   285,000 0 0
NYSE EURONEXT COM 629491101 16,162 385,000 SH   SOLE   385,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 2,806 30,000 SH   SOLE   30,000 0 0
OFFICEMAX INC DEL COM 67622P101 6,075 475,000 SH   SOLE   475,000 0 0
ONYX PHARMACEUTICALS INC COM 683399109 2,805 22,500 SH   SOLE   22,500 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 3,856 80,190 SH   SOLE   80,190 0 0
PENNEY J C INC COM 708160106 2,205 250,000 SH   SOLE   250,000 0 0
PEPSICO INC COM 713448108 7,950 100,000 SH   SOLE   100,000 0 0
PFIZER INC COM 717081103 4,881 170,000 SH   SOLE   170,000 0 0
PHILLIPS 66 COM 718546104 4,336 75,000 SH   SOLE   75,000 0 0
PINNACLE ENTMT INC COM 723456109 1,127 45,000 SH   SOLE   45,000 0 0
PRUDENTIAL FINL INC COM 744320102 6,629 85,000 SH   SOLE   85,000 0 0
PULTE GROUP INC COM 745867101 1,980 120,000 SH   SOLE   120,000 0 0
REALOGY HLDGS CORP COM 75605Y106 7,347 170,778 SH   SOLE   170,778 0 0
ROYAL BK SCOTLAND GROUP PLC SP ADR PREF T 780097713 15,077 641,840 SH   SOLE   641,840 0 0
SBA COMMUNICATIONS CORP COM 78388J106 28,305 351,799 SH   SOLE   351,799 0 0
SCORPIO TANKERS INC SHS Y7542C106 19,025 1,949,298 SH   SOLE   1,949,298 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2,529 50,000 SH   SOLE   50,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 13,073 350,000 SH   SOLE   350,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 7,987 47,514 SH   SOLE   47,514 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 1,529 50,000 SH   SOLE   50,000 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 3,987 60,000 SH   SOLE   60,000 0 0
STEWART ENTERPRISES INC CL A 860370105 4,994 380,000 SH   SOLE   380,000 0 0
STRATEGIC HOTELS & RESORTS I COM 86272T106 434 50,000 SH   SOLE   50,000 0 0
SWIFT TRANSN CO CL A 87074U101 18,093 896,174 SH   SOLE   896,174 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3,962 218,143 SH   SOLE   218,143 0 0
TEREX CORP NEW COM 880779103 2,320 69,031 SH   SOLE   69,031 0 0
THE ADT CORPORATION COM 00101J106 6,506 160,000 SH   SOLE   160,000 0 0
TIBCO SOFTWARE INC COM 88632Q103 6,398 250,000 SH   SOLE   250,000 0 0
TIME WARNER INC COM NEW 887317303 11,766 178,790 SH   SOLE   178,790 0 0
TOLL BROTHERS INC COM 889478103 7,848 242,000 SH Call SOLE   242,000 0 0
UNITED CONTL HLDGS INC COM 910047109 2,303 75,000 SH   SOLE   75,000 0 0
UNITED RENTALS INC COM 911363109 14,058 241,180 SH   SOLE   241,180 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 11,117 277,000 SH   SOLE   277,000 0 0
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 9,674 275,000 SH   SOLE   275,000 0 0
WALTER ENERGY INC COM 93317Q105 1,641 116,948 SH   SOLE   116,948 0 0
WARNER CHILCOTT PLC IRELAND SHS A G94368100 2,171 95,000 SH   SOLE   95,000 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 3,373 220,000 SH   SOLE   220,000 0 0
WEYERHAEUSER CO COM 962166104 2,863 100,000 SH   SOLE   100,000 0 0
WEYERHAEUSER CO COM 962166104 2,863 100,000 SH Call SOLE   100,000 0 0
WHITEWAVE FOODS CO COM CL A 966244105 5,018 251,272 SH   SOLE   251,272 0 0
WILLIAMS COS INC DEL COM 969457100 7,091 195,000 SH   SOLE   195,000 0 0
WMS INDS INC COM 929297109 1,947 75,000 SH   SOLE   75,000 0 0