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
AERCAP HOLDINGS NV SHS N00985106 104,702 2,701,300 SH   SOLE   2,701,300 0 0
ALBEMARLE CORP COM 012653101 47,308 740,000 SH   SOLE   740,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 34,398 1,470,000 SH   SOLE   1,470,000 0 0
AMAG PHARMACEUTICALS INC NOTE 2.500% 2/1 00163UAA4 15,760 14,500,000 PRN   SOLE   14,500,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 191,004 4,657,500 SH   SOLE   4,657,500 0 0
AMGEN INC COM 031162100 93,481 623,500 SH   SOLE   623,500 0 0
ANADARKO PETE CORP COM 032511107 169,282 3,635,000 SH   SOLE   3,635,000 0 0
ANTHEM INC COM 036752103 96,598 695,000 SH   SOLE   695,000 0 0
BARRETT BILL CORP COM 06846N104 40,368 6,490,000 SH   SOLE   6,490,000 0 0
BARRICK GOLD CORP COM 067901108 72,347 5,327,500 SH   SOLE   5,327,500 0 0
CABOT OIL & GAS CORP COM 127097103 79,428 3,497,500 SH   SOLE   3,497,500 0 0
CBS CORP NEW CL B 124857202 62,665 1,137,500 SH   SOLE   1,137,500 0 0
CITIGROUP INC COM NEW 172967424 123,267 2,952,500 SH   SOLE   2,952,500 0 0
CSRA INC COM 12650T104 48,958 1,820,000 SH   SOLE   1,820,000 0 0
D R HORTON INC COM 23331A109 94,544 3,127,500 SH   SOLE   3,127,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 221,251 4,545,000 SH   SOLE   4,545,000 0 0
DOLLAR TREE INC COM 256746108 98,127 1,190,000 SH   SOLE   1,190,000 0 0
EOG RES INC COM 26875P101 140,079 1,930,000 SH   SOLE   1,930,000 0 0
GAMESTOP CORP NEW CL A 36467W109 48,944 1,542,500 SH   SOLE   1,542,500 0 0
GAMESTOP CORP NEW CL A 36467W109 11,677 368,000 SH Call SOLE   368,000 0 0
GILEAD SCIENCES INC COM 375558103 51,901 565,000 SH   SOLE   565,000 0 0
GOGO INC COM 38046C109 52,903 4,805,000 SH   SOLE   4,805,000 0 0
INTEL CORP COM 458140100 84,514 2,612,500 SH   SOLE   2,612,500 0 0
JPMORGAN CHASE & CO COM 46625H100 63,958 1,080,000 SH   SOLE   1,080,000 0 0
LENNAR CORP CL A 526057104 99,017 2,047,500 SH   SOLE   2,047,500 0 0
LOWES COS INC COM 548661107 53,404 705,000 SH   SOLE   705,000 0 0
MERCK & CO INC NEW COM 58933Y105 87,037 1,645,000 SH   SOLE   1,645,000 0 0
MICRON TECHNOLOGY INC COM 595112103 52,481 5,012,500 SH   SOLE   5,012,500 0 0
MICRON TECHNOLOGY INC COM 595112103 6,020 575,000 SH Call SOLE   575,000 0 0
MICROSOFT CORP COM 594918104 75,389 1,365,000 SH   SOLE   1,365,000 0 0
OFFICE DEPOT INC COM 676220106 32,270 4,545,000 SH   SOLE   4,545,000 0 0
OLD DOMINION FGHT LINES INC COM 679580100 55,174 792,500 SH   SOLE   792,500 0 0
PATTERSON UTI ENERGY INC COM 703481101 5,947 337,500 SH Put SOLE   337,500 0 0
RANGE RES CORP COM 75281A109 183,659 5,672,000 SH   SOLE   5,672,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 55,823 1,172,500 SH   SOLE   1,172,500 0 0
STAPLES INC COM 855030102 162,886 14,767,500 SH   SOLE   14,767,500 0 0
STAPLES INC COM 855030102 25,954 2,353,000 SH Call SOLE   2,353,000 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 91,101 1,702,500 SH   SOLE   1,702,500 0 0
UNION PAC CORP COM 907818108 45,145 567,500 SH   SOLE   567,500 0 0
UNITED RENTALS INC COM 911363109 56,593 910,000 SH   SOLE   910,000 0 0
US BANCORP DEL COM NEW 902973304 94,981 2,340,000 SH   SOLE   2,340,000 0 0