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 81,982 1,790,000 SH   SOLE   1,790,000 0 0
AMGEN INC COM 031162100 66,583 562,500 SH   SOLE   562,500 0 0
ANADARKO PETE CORP COM 032511107 61,577 562,500 SH   SOLE   562,500 0 0
APACHE CORP COM 037411105 103,136 1,025,000 SH   SOLE   1,025,000 0 0
BARRICK GOLD CORP COM 067901108 87,520 4,782,500 SH   SOLE   4,782,500 0 0
BARRICK GOLD CORP COM 067901108 46,894 2,562,500 SH Call SOLE   2,562,500 0 0
BERRY PLASTICS GROUP INC COM 08579W103 49,472 1,917,500 SH   SOLE   1,917,500 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 46,107 3,485,000 SH   SOLE   3,485,000 0 0
CISCO SYS INC COM 17275R102 42,307 1,702,500 SH   SOLE   1,702,500 0 0
CITIGROUP INC COM NEW 172967424 88,195 1,872,500 SH   SOLE   1,872,500 0 0
D R HORTON INC COM 23331A109 104,404 4,247,500 SH   SOLE   4,247,500 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 59,804 870,000 SH   SOLE   870,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 146,749 3,790,000 SH   SOLE   3,790,000 0 0
DOLLAR TREE INC COM 256746108 55,277 1,015,000 SH   SOLE   1,015,000 0 0
DYCOM INDS INC COM 267475101 3,288 105,000 SH   SOLE   105,000 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 7,122 307,500 SH   SOLE   307,500 0 0
GAMESTOP CORP NEW CL A 36467W109 107,751 2,662,500 SH   SOLE   2,662,500 0 0
GENERAL MTRS CO COM 37045V100 80,042 2,205,000 SH   SOLE   2,205,000 0 0
GENESEE & WYO INC CL A 371559105 65,363 622,500 SH   SOLE   622,500 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 83,896 3,020,000 SH   SOLE   3,020,000 0 0
HANESBRANDS INC COM 410345102 50,598 514,000 SH   SOLE   514,000 0 0
HCA HOLDINGS INC COM 40412C101 40,453 717,500 SH   SOLE   717,500 0 0
HEALTH NET INC COM 42222G108 42,579 1,025,000 SH   SOLE   1,025,000 0 0
HEALTHWAYS INC COM 422245100 38,720 2,207,500 SH   SOLE   2,207,500 0 0
HOLLYFRONTIER CORP COM 436106108 65,753 1,505,000 SH   SOLE   1,505,000 0 0
HOME DEPOT INC COM 437076102 54,850 677,500 SH   SOLE   677,500 0 0
HORMEL FOODS CORP COM 440452100 39,480 800,000 SH   SOLE   800,000 0 0
HUB GROUP INC CL A 443320106 45,486 902,500 SH   SOLE   902,500 0 0
INTEL CORP COM 458140100 142,526 4,612,500 SH   SOLE   4,612,500 0 0
INTEL CORP COM 458140100 27,872 902,000 SH Call SOLE   902,000 0 0
JPMORGAN CHASE & CO COM 46625H100 85,710 1,487,500 SH   SOLE   1,487,500 0 0
LENNAR CORP CL A 526057104 22,459 535,000 SH   SOLE   535,000 0 0
MACYS INC COM 55616P104 82,098 1,415,000 SH   SOLE   1,415,000 0 0
MARATHON PETE CORP COM 56585A102 59,802 766,000 SH   SOLE   766,000 0 0
METLIFE INC COM 59156R108 82,646 1,487,500 SH   SOLE   1,487,500 0 0
MICRON TECHNOLOGY INC COM 595112103 146,875 4,457,500 SH   SOLE   4,457,500 0 0
MICRON TECHNOLOGY INC COM 595112103 41,174 1,249,600 SH Call SOLE   1,249,600 0 0
MONSANTO CO NEW COM 61166W101 50,832 407,500 SH   SOLE   407,500 0 0
NUVERRA ENVIRONMENTAL SOLUTI COM NEW 67091K203 10,618 528,000 SH Put SOLE   528,000 0 0
OLD DOMINION FGHT LINES INC COM 679580100 52,218 820,000 SH   SOLE   820,000 0 0
PFIZER INC COM 717081103 106,477 3,587,500 SH   SOLE   3,587,500 0 0
QUANTA SVCS INC COM 74762E102 55,242 1,597,500 SH   SOLE   1,597,500 0 0
RANGE RES CORP COM 75281A109 56,083 645,000 SH   SOLE   645,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 68,993 1,360,000 SH   SOLE   1,360,000 0 0
REPUBLIC AWYS HLDGS INC COM 760276105 4,579 422,400 SH   SOLE   422,400 0 0
SABRE CORP COM 78573M104 29,824 1,487,500 SH   SOLE   1,487,500 0 0
SANDISK CORP COM 80004C101 50,126 480,000 SH   SOLE   480,000 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 84,520 1,487,500 SH   SOLE   1,487,500 0 0
SOUTH JERSEY INDS INC COM 838518108 54,284 898,600 SH   SOLE   898,600 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 157,361 1,229,000 SH   SOLE   1,229,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 81,113 633,500 SH Call SOLE   633,500 0 0
TOLL BROTHERS INC COM 889478103 47,140 1,277,500 SH   SOLE   1,277,500 0 0
UNITED RENTALS INC COM 911363109 56,031 535,000 SH   SOLE   535,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 51,830 634,000 SH   SOLE   634,000 0 0
VEECO INSTRS INC DEL COM 922417100 86,596 2,324,095 SH   SOLE   2,324,095 0 0
VEECO INSTRS INC DEL COM 922417100 11,923 320,000 SH Call SOLE   320,000 0 0
VISTEON CORP COM NEW 92839U206 47,583 490,500 SH   SOLE   490,500 0 0
WELLPOINT INC COM 94973V107 74,789 695,000 SH   SOLE   695,000 0 0
WESTERN DIGITAL CORP COM 958102105 49,381 535,000 SH   SOLE   535,000 0 0