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 13,526 565,000 SH   SOLE   565,000 0 0
AETNA INC NEW COM 00817Y108 67,195 372,500 SH   SOLE   372,500 0 0
AIR PRODS & CHEMS INC COM 009158106 63,581 387,500 SH   SOLE   387,500 0 0
AMGEN INC COM 031162100 40,693 234,000 SH   SOLE   234,000 0 0
ARRIS INTL INC SHS G0551A103 43,930 1,710,000 SH   SOLE   1,710,000 0 0
BARRICK GOLD CORP COM 067901108 37,188 2,570,000 SH   SOLE   2,570,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 33,938 1,557,500 SH   SOLE   1,557,500 0 0
CABOT OIL & GAS CORP COM 127097103 288,288 10,080,000 SH   SOLE   10,080,000 0 0
CBS CORP NEW CL B 124857202 135,122 2,290,200 SH   SOLE   2,290,200 0 0
CITIGROUP INC COM NEW 172967424 64,923 872,500 SH   SOLE   872,500 0 0
CSRA INC COM 12650T104 49,293 1,647,500 SH   SOLE   1,647,500 0 0
D R HORTON INC COM 23331A109 45,708 895,000 SH   SOLE   895,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 148,120 2,645,000 SH   SOLE   2,645,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 35,224 279,000 SH   SOLE   279,000 0 0
DOLLAR GEN CORP NEW COM 256677105 30,693 330,000 SH   SOLE   330,000 0 0
DOLLAR TREE INC COM 256746108 49,631 462,500 SH   SOLE   462,500 0 0
DOWDUPONT INC COM 26078J100 55,374 777,500 SH   SOLE   777,500 0 0
DYCOM INDS INC COM 267475101 51,536 462,500 SH   SOLE   462,500 0 0
EOG RES INC COM 26875P101 50,448 467,500 SH   SOLE   467,500 0 0
FIRST HAWAIIAN INC COM 32051X108 9,046 310,000 SH   SOLE   310,000 0 0
GILAT SATELLITE NETWORKS LTD SHS NEW M51474118 2,887 372,500 SH   SOLE   372,500 0 0
GOGO INC COM 38046C109 94,611 8,387,500 SH   SOLE   8,387,500 0 0
GOGO INC NOTE 3.750% 3/0 38046CAB5 82,254 90,750,000 PRN   SOLE   90,750,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104 37,419 2,570,000 SH   SOLE   2,570,000 0 0
INTEL CORP COM 458140100 33,812 732,500 SH   SOLE   732,500 0 0
JPMORGAN CHASE & CO COM 46625H100 41,439 387,500 SH   SOLE   387,500 0 0
LENNAR CORP CL A 526057104 44,426 702,500 SH   SOLE   702,500 0 0
MICRON TECHNOLOGY INC COM 595112103 36,494 887,500 SH   SOLE   887,500 0 0
MICROSOFT CORP COM 594918104 44,909 525,000 SH   SOLE   525,000 0 0
MOSAIC CO NEW COM 61945C103 14,819 577,500 SH   SOLE   577,500 0 0
NOKIA CORP SPONSORED ADR 654902204 42,231 9,062,500 SH   SOLE   9,062,500 0 0
OLIN CORP COM PAR $1 680665205 38,960 1,095,000 SH   SOLE   1,095,000 0 0
RANGE RES CORP COM 75281A109 63,463 3,720,000 SH Call SOLE   3,720,000 0 0
RANGE RES CORP COM 75281A109 150,000 8,792,500 SH   SOLE   8,792,500 0 0
SOUTHWESTERN ENERGY CO COM 845467109 78,566 14,080,000 SH   SOLE   14,080,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 47,914 387,500 SH   SOLE   387,500 0 0
TRONOX LTD SHS CL A Q9235V101 46,383 2,261,500 SH   SOLE   2,261,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 48,171 218,500 SH   SOLE   218,500 0 0
US BANCORP DEL COM NEW 902973304 49,963 932,500 SH   SOLE   932,500 0 0
WELLS FARGO CO NEW COM 949746101 56,878 937,500 SH   SOLE   937,500 0 0
ZYNGA INC. CL A 98986T108 50,010 12,502,500 SH   SOLE   12,502,500 0 0