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
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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
AbbVie Inc. COM 00287Y109 174,091 3,296,562 SH   SOLE   3,296,562 0 0
Adobe Systems Inc COM 00724F101 22,233 371,300 SH   SOLE   371,300 0 0
Aetna Inc. COM 00817Y108 20,577 300,000 SH   SOLE   300,000 0 0
Allergan Inc. COM 018490102 22,216 200,000 SH   SOLE   200,000 0 0
Amazon.com Inc. COM 023135106 19,102 47,900 SH   SOLE   47,900 0 0
American Int'l Group Inc. COM 026874784 51,428 1,007,400 SH   SOLE   1,007,400 0 0
Anadarko Petroleum Corp COM 032511107 121,764 1,535,100 SH   SOLE   1,535,100 0 0
Anadarko Petroleum Corp CALL 032511907 39,660 500,000 SH Call SOLE   500,000 0 0
ARIAD Pharms Inc. COM 04033A100 15,004 2,200,000 SH   SOLE   2,200,000 0 0
ArthroCare Corp COM 043136100 22,132 550,000 SH   SOLE   550,000 0 0
Ashland Inc. COM 044209104 67,540 696,000 SH   SOLE   696,000 0 0
Autodesk Inc. COM 052769106 16,590 329,700 SH   SOLE   329,700 0 0
AutoZone, Inc. COM 053332102 5,257 11,000 SH   SOLE   11,000 0 0
Avis Budget Group COM 053774105 62,206 1,539,000 SH   SOLE   1,539,000 0 0
Bank of America Corp. COM 060505104 3,362 215,900 SH   SOLE   215,900 0 0
Beam Inc. COM 073730103 19,124 280,983 SH   SOLE   280,983 0 0
Bluebird Bio Inc. COM 09609G100 2,098 100,000 SH   SOLE   100,000 0 0
CBS Corp CL B 124857202 535,608 8,403,016 SH   SOLE   8,403,016 0 0
CF Industries Hldgs Inc COM 125269100 192,887 827,700 SH   SOLE   827,700 0 0
Cabot Oil & Gas Corp COM 127097103 50,907 1,313,400 SH   SOLE   1,313,400 0 0
Caesars Ent'nt Corp COM 127686103 8,523 395,700 SH   SOLE   395,700 0 0
Caesars Acquisition Co CL A 12768T103 2,173 180,175 SH   SOLE   180,175 0 0
Cdn Pacific Railway Ltd. COM 13645T100 62,041 410,500 SH   SOLE   410,500 0 0
CarMax, Inc. COM 143130102 2,351 50,000 SH   SOLE   50,000 0 0
Cemex SAB SPON ADR 151290889 14,857 1,255,900 SH   SOLE   1,255,900 0 0
Cempra Holdings LLC COM 15130J109 12,390 1,000,000 SH   SOLE   1,000,000 0 0
Charter Comm's Inc CL A 16117M305 185,953 1,359,700 SH   SOLE   1,359,700 0 0
Cheniere Energy, Inc. COM 16411R208 519,062 12,037,605 SH   SOLE   12,037,605 0 0
Cheniere Energy Ptnrs LP Hldgs LLC IN 16411W108 57,188 3,050,000 SH   SOLE   3,050,000 0 0
Chicago Bridge & Iron Co NV COM 167250109 2,079 25,000 SH   SOLE   25,000 0 0
Cimarex Energy Co. COM 171798101 25,892 246,800 SH   SOLE   246,800 0 0
Citigroup Inc. COM 172967424 92,423 1,773,610 SH   SOLE   1,773,610 0 0
Clovis Oncology Inc. COM 189464100 4,520 75,000 SH   SOLE   75,000 0 0
Comcast Corp CL A 20030N101 239,325 4,605,510 SH   SOLE   4,605,510 0 0
Concho Resources Inc. PUT 20605P951 32,400 300,000 SH Put SOLE   300,000 0 0
Cubist Pharms Inc. COM 229678107 57,794 839,175 SH   SOLE   839,175 0 0
Delta Airlines Inc. COM 247361702 14,320 521,300 SH   SOLE   521,300 0 0
Diamondback Energy Inc. COM 25278X109 36,137 683,346 SH   SOLE   683,346 0 0
DISH Network Corp. CL A 25470M109 94,989 1,640,000 SH   SOLE   1,640,000 0 0
Dollar General Corp COM 256677105 332,689 5,515,400 SH   SOLE   5,515,400 0 0
Dollar Tree Stores Inc. COM 256746108 5,033 89,200 SH   SOLE   89,200 0 0
EOG Resources Inc. COM 26875P101 36,975 220,300 SH   SOLE   220,300 0 0
EQT Corp COM 26884L109 139,975 1,559,094 SH   SOLE   1,559,094 0 0
EQT Corp CALL 26884L909 26,934 300,000 SH Call SOLE   300,000 0 0
Echostar Corp CL A 278768106 4,490 90,300 SH   SOLE   90,300 0 0
Emerald Oil Inc. COM 29101U209 6,951 907,500 SH   SOLE   907,500 0 0
Endo Health Sol'ns Inc. COM 29264F205 62,401 925,000 SH   SOLE   925,000 0 0
Energen Corp COM 29265N108 20,486 289,550 SH   SOLE   289,550 0 0
Family Dollar Stores, Inc. COM 307000109 18,120 278,900 SH   SOLE   278,900 0 0
Fedex Corp COM 31428X106 74,027 514,900 SH   SOLE   514,900 0 0
Fedex Corp CALL 31428X906 2,157 15,000 SH Call SOLE   15,000 0 0
Fidelity Nat'l Financial Inc CL A 31620R105 27,699 853,600 SH   SOLE   853,600 0 0
Forest Labs Inc. COM 345838106 49,525 825,000 SH   SOLE   825,000 0 0
Freeport McMor Cop&Gld, Inc. COM 35671D857 33,536 888,600 SH   SOLE   888,600 0 0
General Motors Co. COM 37045V100 186,459 4,562,236 SH   SOLE   4,562,236 0 0
GenMark Diagnostics Inc. COM 372309104 3,973 298,976 SH   SOLE   298,976 0 0
Gentium Spa ADR 37250B104 21,698 380,000 SH   SOLE   380,000 0 0
Goodrich Petroleum Corp PUT 382410955 3,234 190,000 SH Put SOLE   190,000 0 0
Google Inc. CL A 38259P508 8,405 7,500 SH   SOLE   7,500 0 0
Gulfport Energy Corp COM 402635304 9,470 150,000 SH   SOLE   150,000 0 0
HCA Holdings, Inc. COM 40412C101 329,230 6,900,650 SH   SOLE   6,900,650 0 0
Hertz Global Hldgs COM 42805T105 141,072 4,929,136 SH   SOLE   4,929,136 0 0
HollyFrontier Corp COM 436106108 43,309 871,583 SH   SOLE   871,583 0 0
Home Depot Inc. COM 437076102 10,350 125,700 SH   SOLE   125,700 0 0
IAC/InterActiveCorp COM 44919P508 21,508 313,300 SH   SOLE   313,300 0 0
Illumina Inc. COM 452327109 33,177 300,000 SH   SOLE   300,000 0 0
Insmed Inc. COM 457669307 3,400 200,000 SH   SOLE   200,000 0 0
Intercept Pharms Inc. COM 45845P108 13,656 200,000 SH   SOLE   200,000 0 0
Ishares FTSE China 25 Idx Fnd CHINA LG-CAP ETF 464287184 10,002 260,800 SH   SOLE   260,800 0 0
Ishares MSCI Emerging Mkt PUT 464287954 37,616 900,000 SH Put SOLE   900,000 0 0
JP Morgan Chase & Co. COM 46625H100 97,235 1,662,700 SH   SOLE   1,662,700 0 0
JP Morgan Chase & Co. CALL 46625H900 43,860 750,000 SH Call SOLE   750,000 0 0
Jarden Corp COM 471109108 62,448 1,017,900 SH   SOLE   1,017,900 0 0
Johnson Controls, Inc. COM 478366107 162,257 3,162,900 SH   SOLE   3,162,900 0 0
KAR Auction Services Inc. COM 48238T109 4,953 167,600 SH   SOLE   167,600 0 0
Lamar Advertising Co CL A 512815101 6,254 119,700 SH   SOLE   119,700 0 0
Liberty Interactive Corp INT COM SER A 53071M104 6,299 214,600 SH   SOLE   214,600 0 0
Liberty Media Corp CL A 531229102 159,891 1,092,959 SH   SOLE   1,092,959 0 0
MacroGenics Inc. COM 556099109 4,937 180,000 SH   SOLE   180,000 0 0
Madison Square Garden Co CL A 55826P100 7,434 129,100 SH   SOLE   129,100 0 0
Marathon Petroleum Corp COM 56585A102 201,090 2,192,198 SH   SOLE   2,192,198 0 0
Marketo Inc. COM 57063L107 2,183 58,898 SH   SOLE   58,898 0 0
Medicines Co COM 584688105 34,758 900,000 SH   SOLE   900,000 0 0
Mohawk Industries Inc. COM 608190104 66,231 444,800 SH   SOLE   444,800 0 0
Momenta Pharms, Inc. COM 60877T100 6,188 350,000 SH   SOLE   350,000 0 0
Monster Beverage Corp COM 611740101 2,711 40,000 SH   SOLE   40,000 0 0
NPS Pharms Inc. COM 62936P103 15,180 500,000 SH   SOLE   500,000 0 0
NetFlix.com Inc. COM 64110L106 2,025 5,500 SH   SOLE   5,500 0 0
NewLink Genetics Corp COM 651511107 18,158 825,000 SH   SOLE   825,000 0 0
Nexstar Brdcsting Group Inc CL A 65336K103 4,653 83,500 SH   SOLE   83,500 0 0
Nordstrom Inc. COM 655664100 7,725 125,000 SH   SOLE   125,000 0 0
PDC Energy Inc. COM 69327R101 34,105 640,834 SH   SOLE   640,834 0 0
PPG Industries Inc. COM 693506107 46,665 246,043 SH   SOLE   246,043 0 0
Pioneer Natural Resources Co COM 723787107 54,020 293,475 SH   SOLE   293,475 0 0
Plains Holdings L.P. SHS A REP LTPN 72651A108 7,105 265,400 SH   SOLE   265,400 0 0
Polycom, Inc. COM 73172K104 1,037 92,300 SH   SOLE   92,300 0 0
Priceline.com Inc COM 741503403 7,904 6,800 SH   SOLE   6,800 0 0
Puma Biotechnology Inc. COM 74587V107 4,659 45,000 SH   SOLE   45,000 0 0
Quiksilver Inc. COM 74838C106 6,442 734,600 SH   SOLE   734,600 0 0
Range Resources Corp COM 75281A109 24,720 293,200 SH   SOLE   293,200 0 0
Receptos, Inc. COM 756207106 6,378 220,000 SH   SOLE   220,000 0 0
Repros Therapeutics Inc. COM 76028H209 4,941 270,000 SH   SOLE   270,000 0 0
Rockwell Collins Inc. COM 774341101 2,048 27,700 SH   SOLE   27,700 0 0
Rockwood Holdings Inc. COM 774415103 11,629 161,700 SH   SOLE   161,700 0 0
SM Energy Co PUT 78454L950 18,284 220,000 SH Put SOLE   220,000 0 0
SPDR S&P 500 ETF Trust PUT 78462F953 120,049 650,000 SH Put SOLE   650,000 0 0
Charles Schwab Corp COM 808513105 8,554 329,000 SH   SOLE   329,000 0 0
Semgroup Corp. CL A 81663A105 24,170 370,538 SH   SOLE   370,538 0 0
Silver Spring Networks Inc. COM 82817Q103 32,764 1,560,173 SH   SOLE   1,560,173 0 0
Sprint Nextel Corp COM SER 1 85207U105 4,319 401,800 SH   SOLE   401,800 0 0
T-Mobile US Inc. COM 872590104 3,118 92,700 SH   SOLE   92,700 0 0
Tekmira Pharms Corp COM 87911B209 2,774 348,000 SH   SOLE   348,000 0 0
Tesoro Corp COM 881609101 1,837 31,400 SH   SOLE   31,400 0 0
Teva Pharm Ind's Ltd. ADR 881624209 378,572 9,445,400 SH   SOLE   9,445,400 0 0
TetraLogic Pharms Corp COM 88165U109 2,285 240,000 SH   SOLE   240,000 0 0
Time Warner Inc. COM 887317303 11,567 165,900 SH   SOLE   165,900 0 0
Time Warner Cable Inc. COM 88732J207 136,489 1,007,300 SH   SOLE   1,007,300 0 0
Twenty-First Cty Fox Inc. CL A 90130A101 199,043 5,659,440 SH   SOLE   5,659,440 0 0
Union Pacific Corp COM 907818108 92,383 549,900 SH   SOLE   549,900 0 0
United Cont'l Hldgs Inc. COM 910047109 132,571 3,504,400 SH   SOLE   3,504,400 0 0
United States Steel Corp COM 912909108 31,102 1,054,300 SH   SOLE   1,054,300 0 0
Valero Energy Corp COM 91913Y100 72,455 1,437,600 SH   SOLE   1,437,600 0 0
Visteon Corp COM 92839U206 17,017 207,800 SH   SOLE   207,800 0 0
Walgreen Co COM 931422109 351,811 6,124,844 SH   SOLE   6,124,844 0 0
WebMD Health Corp. COM 94770V102 23,348 591,100 SH   SOLE   591,100 0 0
Western Refining Inc. COM 959319104 4,283 101,000 SH   SOLE   101,000 0 0
Westlake Chemical Corp COM 960413102 9,344 76,543 SH   SOLE   76,543 0 0
Wright Medical Group Inc. COM 98235T107 18,426 600,000 SH   SOLE   600,000 0 0
Wyndham Worldwide Corp COM 98310W108 5,254 71,300 SH   SOLE   71,300 0 0
Xoom Corp COM 98419Q101 1,935 70,700 SH   SOLE   70,700 0 0
YPF S,A. SPON ADR CL D 984245100 123,333 3,741,892 SH   SOLE   3,741,892 0 0
Zulily Inc CL A 989774104 2,072 50,000 SH   SOLE   50,000 0 0
Zogenix Inc. COM 98978L105 2,133 620,000 SH   SOLE   620,000 0 0
Actavis Plc SHS G0083B108 63,000 375,000 SH   SOLE   375,000 0 0
Alkermes Plc SHS G01767105 48,792 1,200,000 SH   SOLE   1,200,000 0 0
Assured Guaranty Ltd. COM G0585R106 49,572 2,101,400 SH   SOLE   2,101,400 0 0
Herbalife Ltd. COM G4412G101 9,932 126,200 SH   SOLE   126,200 0 0
Ingersoll-Rand Co SHS G47791101 21,714 352,500 SH   SOLE   352,500 0 0
Kosmos Energy Ltd. SHS G5315B107 13,224 1,182,800 SH   SOLE   1,182,800 0 0
Liberty Global Plc SHS CL A G5480u104 88,316 992,314 SH   SOLE   992,314 0 0
Norwegian Cruise Line Hldgs Ltd SHS G66721104 10,641 300,000 SH   SOLE   300,000 0 0
Nielsen Holdings N.V. COM N63218106 5,429 118,300 SH   SOLE   118,300 0 0