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
ADVANCED DISP SVCS INC DEL COM 00790X101 13,162 522,500 SH   SOLE   522,500 0 0
AETNA INC NEW COM 00817Y108 54,858 345,000 SH   SOLE   345,000 0 0
AIR PRODS & CHEMS INC COM 009158106 41,964 277,500 SH   SOLE   277,500 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 151,018 3,180,000 SH   SOLE   3,180,000 0 0
AMGEN INC COM 031162100 38,688 207,500 SH   SOLE   207,500 0 0
ANTERO RES CORP COM 03674X106 63,282 3,180,000 SH   SOLE   3,180,000 0 0
APPLE INC COM 037833100 23,889 155,000 SH Put SOLE   155,000 0 0
ARRIS INTL INC SHS G0551A103 45,299 1,590,000 SH   SOLE   1,590,000 0 0
BARRICK GOLD CORP COM 067901108 17,699 1,100,000 SH Call SOLE   1,100,000 0 0
BARRICK GOLD CORP COM 067901108 73,411 4,562,500 SH   SOLE   4,562,500 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 37,194 2,067,500 SH   SOLE   2,067,500 0 0
CABOT OIL & GAS CORP COM 127097103 144,677 5,408,500 SH Call SOLE   5,408,500 0 0
CABOT OIL & GAS CORP COM 127097103 314,045 11,740,000 SH   SOLE   11,740,000 0 0
CBS CORP NEW CL B 124857202 116,580 2,010,000 SH   SOLE   2,010,000 0 0
CHEMED CORP NEW COM 16359R103 24,610 121,800 SH Put SOLE   121,800 0 0
CHESAPEAKE ENERGY CORP COM 165167107 32,669 7,597,500 SH   SOLE   7,597,500 0 0
CITIGROUP INC COM NEW 172967424 75,468 1,037,500 SH   SOLE   1,037,500 0 0
CSRA INC COM 12650T104 44,613 1,382,500 SH   SOLE   1,382,500 0 0
D R HORTON INC COM 23331A109 38,632 967,500 SH   SOLE   967,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 153,340 3,180,000 SH   SOLE   3,180,000 0 0
DOLLAR GEN CORP NEW COM 256677105 33,636 415,000 SH   SOLE   415,000 0 0
DOLLAR TREE INC COM 256746108 72,061 830,000 SH   SOLE   830,000 0 0
DOWDUPONT INC COM 26078J100 47,769 690,000 SH   SOLE   690,000 0 0
DYCOM INDS INC COM 267475101 47,449 552,500 SH   SOLE   552,500 0 0
EOG RES INC COM 26875P101 46,919 485,000 SH   SOLE   485,000 0 0
GILAT SATELLITE NETWORKS LTD SHS NEW M51474118 2,070 345,000 SH   SOLE   345,000 0 0
GOGO INC COM 38046C109 100,267 8,490,000 SH   SOLE   8,490,000 0 0
GOGO INC NOTE 3.750% 3/0 38046CAB5 82,963 89,750,000 PRN   SOLE   89,750,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104 36,680 2,627,500 SH   SOLE   2,627,500 0 0
INTEL CORP COM 458140100 55,311 1,452,500 SH   SOLE   1,452,500 0 0
JETBLUE AIRWAYS CORP COM 477143101 17,233 930,000 SH Put SOLE   930,000 0 0
JPMORGAN CHASE & CO COM 46625H100 39,637 415,000 SH   SOLE   415,000 0 0
LENNAR CORP CL A 526057104 33,396 632,500 SH   SOLE   632,500 0 0
MICRON TECHNOLOGY INC COM 595112103 43,460 1,105,000 SH   SOLE   1,105,000 0 0
MICROSOFT CORP COM 594918104 46,370 622,500 SH   SOLE   622,500 0 0
NOKIA CORP SPONSORED ADR 654902204 49,574 8,290,000 SH   SOLE   8,290,000 0 0
OLIN CORP COM PAR $1 680665205 42,641 1,245,000 SH   SOLE   1,245,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 157,813 1,085,000 SH Put SOLE   1,085,000 0 0
RANGE RES CORP COM 75281A109 105,381 5,384,800 SH Call SOLE   5,384,800 0 0
RANGE RES CORP COM 75281A109 164,926 8,427,500 SH   SOLE   8,427,500 0 0
SOUTHWESTERN ENERGY CO COM 845467109 76,850 12,577,700 SH   SOLE   12,577,700 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 67,173 552,500 SH   SOLE   552,500 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 200,607 1,650,000 SH Call SOLE   1,650,000 0 0
TRONOX LTD SHS CL A Q9235V101 56,126 2,660,000 SH   SOLE   2,660,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 38,191 195,000 SH   SOLE   195,000 0 0
US BANCORP DEL COM NEW 902973304 59,217 1,105,000 SH   SOLE   1,105,000 0 0
ZYNGA INC CL A 98986T108 52,240 13,820,000 SH   SOLE   13,820,000 0 0