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 91,836 720,000 SH   SOLE   720,000 0 0
AIR PRODS & CHEMS INC COM 009158106 34,837 257,500 SH   SOLE   257,500 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 120,978 2,860,000 SH   SOLE   2,860,000 0 0
AMGEN INC COM 031162100 61,116 372,500 SH   SOLE   372,500 0 0
ANADARKO PETE CORP COM 032511107 47,275 762,500 SH   SOLE   762,500 0 0
ANTERO RES CORP COM 03674X106 93,293 4,090,000 SH   SOLE   4,090,000 0 0
ARRIS INTL INC SHS G0551A103 43,047 1,627,500 SH   SOLE   1,627,500 0 0
BARRICK GOLD CORP COM 067901108 73,491 3,870,000 SH   SOLE   3,870,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 49,319 3,310,000 SH   SOLE   3,310,000 0 0
CABOT OIL & GAS CORP COM 127097103 57,025 2,385,000 SH Call SOLE   2,385,000 0 0
CABOT OIL & GAS CORP COM 127097103 226,667 9,480,000 SH   SOLE   9,480,000 0 0
CBS CORP NEW CL B 124857202 97,277 1,402,500 SH   SOLE   1,402,500 0 0
CHESAPEAKE ENERGY CORP COM 165167107 16,008 2,695,000 SH   SOLE   2,695,000 0 0
CITIGROUP INC COM NEW 172967424 58,325 975,000 SH   SOLE   975,000 0 0
CSRA INC COM 12650T104 50,818 1,735,000 SH   SOLE   1,735,000 0 0
D R HORTON INC COM 23331A109 71,034 2,132,500 SH   SOLE   2,132,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 170,052 3,700,000 SH   SOLE   3,700,000 0 0
DOLLAR GEN CORP NEW COM 256677105 39,920 572,500 SH   SOLE   572,500 0 0
DOLLAR TREE INC COM 256746108 74,733 952,500 SH   SOLE   952,500 0 0
DOW CHEM CO COM 260543103 35,582 560,000 SH   SOLE   560,000 0 0
EOG RES INC COM 26875P101 47,068 482,500 SH   SOLE   482,500 0 0
GILAT SATELLITE NETWORKS LTD SHS NEW M51474118 1,698 335,000 SH   SOLE   335,000 0 0
GOGO INC COM 38046C109 94,133 8,557,500 SH   SOLE   8,557,500 0 0
GOGO INC NOTE 3.750% 3/0 38046CAB5 89,537 106,750,000 PRN   SOLE   106,750,000 0 0
INTEL CORP COM 458140100 60,688 1,682,500 SH   SOLE   1,682,500 0 0
JPMORGAN CHASE & CO COM 46625H100 39,528 450,000 SH   SOLE   450,000 0 0
LENNAR CORP CL A 526057104 63,732 1,245,000 SH   SOLE   1,245,000 0 0
LOUISIANA PAC CORP COM 546347105 50,074 2,017,500 SH   SOLE   2,017,500 0 0
MICRON TECHNOLOGY INC COM 595112103 55,127 1,907,500 SH   SOLE   1,907,500 0 0
MICROSOFT CORP COM 594918104 45,773 695,000 SH   SOLE   695,000 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 35,152 572,500 SH   SOLE   572,500 0 0
NOKIA CORP SPONSORED ADR 654902204 34,268 6,322,500 SH   SOLE   6,322,500 0 0
OLIN CORP COM PAR $1 680665205 50,702 1,542,500 SH   SOLE   1,542,500 0 0
RANGE RES CORP COM 75281A109 166,525 5,722,500 SH   SOLE   5,722,500 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 73,013 615,000 SH   SOLE   615,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 42,233 257,500 SH   SOLE   257,500 0 0
US BANCORP DEL COM NEW 902973304 46,221 897,500 SH   SOLE   897,500 0 0
VIACOM INC NEW CL B 92553P201 46,620 1,000,000 SH   SOLE   1,000,000 0 0
ZYNGA INC CL A 98986T108 51,165 17,952,500 SH   SOLE   17,952,500 0 0