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
AETNA INC NEW COM 00817Y108 14,261 115,000 SH Call SOLE   115,000 0 0
AETNA INC NEW COM 00817Y108 88,047 710,000 SH   SOLE   710,000 0 0
AIR PRODS & CHEMS INC COM 009158106 46,742 325,000 SH   SOLE   325,000 0 0
ALBEMARLE CORP COM 012653101 38,306 445,000 SH   SOLE   445,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 19,923 572,500 SH   SOLE   572,500 0 0
AMAG PHARMACEUTICALS INC NOTE 2.500% 2/1 00163UAA4 16,265 11,500,000 PRN   SOLE   11,500,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 187,227 4,010,000 SH   SOLE   4,010,000 0 0
AMGEN INC COM 031162100 78,222 535,000 SH   SOLE   535,000 0 0
ANADARKO PETE CORP COM 032511107 110,348 1,582,500 SH   SOLE   1,582,500 0 0
ANTERO RES CORP COM 03674X106 83,958 3,550,000 SH   SOLE   3,550,000 0 0
ARRIS INTL INC SHS G0551A103 38,642 1,282,500 SH   SOLE   1,282,500 0 0
BARRETT BILL CORP COM 06846N104 37,484 5,362,500 SH   SOLE   5,362,500 0 0
BARRICK GOLD CORP COM 067901108 31,241 1,955,000 SH Call SOLE   1,955,000 0 0
BARRICK GOLD CORP COM 067901108 64,080 4,010,000 SH   SOLE   4,010,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 36,475 3,325,000 SH   SOLE   3,325,000 0 0
CABOT OIL & GAS CORP COM 127097103 197,976 8,475,000 SH   SOLE   8,475,000 0 0
CBS CORP NEW CL B 124857202 100,679 1,582,500 SH   SOLE   1,582,500 0 0
CHESAPEAKE ENERGY CORP COM 165167107 12,039 1,715,000 SH   SOLE   1,715,000 0 0
CITIGROUP INC COM NEW 172967424 89,739 1,510,000 SH   SOLE   1,510,000 0 0
CSRA INC COM 12650T104 72,993 2,292,500 SH   SOLE   2,292,500 0 0
D R HORTON INC COM 23331A109 88,344 3,232,500 SH   SOLE   3,232,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 199,834 4,062,500 SH   SOLE   4,062,500 0 0
DOLLAR TREE INC COM 256746108 48,816 632,500 SH   SOLE   632,500 0 0
EOG RES INC COM 26875P101 71,781 710,000 SH   SOLE   710,000 0 0
GAMESTOP CORP NEW CL A 36467W109 34,669 1,372,500 SH   SOLE   1,372,500 0 0
GOGO INC COM 38046C109 78,923 8,560,000 SH   SOLE   8,560,000 0 0
GOGO INC NOTE 3.750% 3/0 38046CAB5 77,463 103,250,000 PRN   SOLE   103,250,000 0 0
HOME DEPOT INC COM 437076102 42,570 317,500 SH   SOLE   317,500 0 0
HORMEL FOODS CORP COM 440452100 23,932 687,500 SH   SOLE   687,500 0 0
INTEL CORP COM 458140100 76,802 2,117,500 SH   SOLE   2,117,500 0 0
JPMORGAN CHASE & CO COM 46625H100 46,165 535,000 SH   SOLE   535,000 0 0
LENNAR CORP CL A 526057104 86,075 2,005,000 SH   SOLE   2,005,000 0 0
LOUISIANA PAC CORP COM 546347105 39,090 2,065,000 SH   SOLE   2,065,000 0 0
MICRON TECHNOLOGY INC COM 595112103 86,694 3,955,000 SH   SOLE   3,955,000 0 0
MICROSOFT CORP COM 594918104 61,985 997,500 SH   SOLE   997,500 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 26,112 685,000 SH   SOLE   685,000 0 0
OLIN CORP COM PAR $1 680665205 54,101 2,112,500 SH   SOLE   2,112,500 0 0
RANGE RES CORP COM 75281A109 161,320 4,695,000 SH   SOLE   4,695,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 69,328 632,500 SH   SOLE   632,500 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 126,052 1,150,000 SH Call SOLE   1,150,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 46,012 287,500 SH   SOLE   287,500 0 0
US BANCORP DEL COM NEW 902973304 50,086 975,000 SH   SOLE   975,000 0 0
ZYNGA INC CL A 98986T108 48,573 18,900,000 SH   SOLE   18,900,000 0 0