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
AOL Inc. COM 00184X105 3,025 69,100 SH   SOLE   69,100 0 0
AbbVie Inc. COM 00287Y109 16,705 325,000 SH   SOLE   325,000 0 0
Acorda Therapeutics Inc. COM 00484M106 18,955 500,000 SH   SOLE   500,000 0 0
Activision Blizzard Inc. COM 00507V109 2,385 116,700 SH   SOLE   116,700 0 0
Adobe Systems Inc COM 00724F101 229,208 3,486,590 SH   SOLE   3,486,590 0 0
Advance Auto Parts Inc COM 00751Y106 8,779 69,400 SH   SOLE   69,400 0 0
Aegerion Pharms Inc COM 00767E102 42,717 925,000 SH   SOLE   925,000 0 0
Allison Trans Hldg Inc COM 01973R101 26,976 901,000 SH   SOLE   901,000 0 0
Amazon.com Inc COM 023135106 5,045 15,000 SH   SOLE   15,000 0 0
Anacor Pharms Inc. COM 032420101 5,782 288,959 SH   SOLE   288,959 0 0
Anadarko Petroleum Corp COM 032511107 97,101 1,145,600 SH   SOLE   1,145,600 0 0
Archer-Daniels-Midland Co COM 039483102 2,547 58,700 SH   SOLE   58,700 0 0
ARIAD Pharms Inc. COM 04033A100 4,836 600,000 SH   SOLE   600,000 0 0
Ashland Inc. COM 044209104 110,433 1,110,100 SH   SOLE   1,110,100 0 0
Autodesk Inc. COM 052769106 5,302 107,800 SH   SOLE   107,800 0 0
Avis Budget Group COM 053774105 42,442 871,500 SH   SOLE   871,500 0 0
Axiall Corp COM 05463D100 2,484 55,300 SH   SOLE   55,300 0 0
Baidu.com Inc. SPON ADR REP A 056752108 27,180 178,500 SH   SOLE   178,500 0 0
Bank of America Corp COM 060505104 40,343 2,345,500 SH   SOLE   2,345,500 0 0
Beam Inc. COM 073730103 15,545 186,619 SH   SOLE   186,619 0 0
BlackBerry Ltd. COM 09228F103 1,212 150,000 SH   SOLE   150,000 0 0
Boeing Co COM 097023105 2,522 20,100 SH   SOLE   20,100 0 0
CBS Corp CL B 124857202 420,424 6,802,984 SH   SOLE   6,802,984 0 0
CF Ind's Hldgs Inc. COM 125269100 121,005 464,262 SH   SOLE   464,262 0 0
CIGNA Corp COM 125509109 24,742 295,500 SH   SOLE   295,500 0 0
Caesars Entmt Corp. COM 127686103 15,124 795,600 SH   SOLE   795,600 0 0
Canadian Pac Railway Ltd. COM 13645T100 24,143 161,000 SH   SOLE   161,000 0 0
Cempra, Inc. COM 15130J109 8,663 750,000 SH   SOLE   750,000 0 0
Charter Comms Inc CL A 16117M305 98,597 800,300 SH   SOLE   800,300 0 0
Cheniere Engy, Inc. COM 16411R208 413,296 7,466,960 SH   SOLE   7,466,960 0 0
Cheniere Egy Ptrs LP Hldg LLC COM REP LLC IN 16411W108 45,307 2,098,508 SH   SOLE   2,098,508 0 0
Chicago Brge & Iron Co NV COM 167250109 2,179 25,000 SH   SOLE   25,000 0 0
Cimarex Energy Co. COM 171798101 24,191 203,100 SH   SOLE   203,100 0 0
Clovis Oncology Inc. COM 189464100 9,005 130,000 SH   SOLE   130,000 0 0
Comcast Corp CL A 20030N101 70,312 1,405,110 SH   SOLE   1,405,110 0 0
Comerica Inc COM 200340107 2,979 57,500 SH   SOLE   57,500 0 0
Concho Resources Inc. COM 20605P101 11,429 93,300 SH   SOLE   93,300 0 0
Cubist Pharms Inc. COM 229678107 73,150 1,000,000 SH   SOLE   1,000,000 0 0
Delta Airlines Inc. COM 247361702 20,295 585,700 SH   SOLE   585,700 0 0
DISH Network Corp. CL A 25470M109 152,526 2,451,800 SH   SOLE   2,451,800 0 0
Dollar General Corp COM 256677105 160,469 2,892,369 SH   SOLE   2,892,369 0 0
EOG Resources Inc. COM 26875P101 23,697 120,800 SH   SOLE   120,800 0 0
EQT Corp COM 26884L109 21,922 226,071 SH   SOLE   226,071 0 0
E*TRADE Financial Corp COM 269246401 73,565 3,195,700 SH   SOLE   3,195,700 0 0
Ebay Inc. COM 278642103 11,048 200,000 SH   SOLE   200,000 0 0
Electronic Arts Inc. COM 285512109 4,842 166,900 SH   SOLE   166,900 0 0
Fidelity National Fin'l Inc CL A 31620R105 31,575 1,004,300 SH   SOLE   1,004,300 0 0
Furiex Pharms Inc. COM 36106P101 23,490 270,000 SH   SOLE   270,000 0 0
Gap Inc. COM 364760108 6,410 160,000 SH   SOLE   160,000 0 0
General Dynamics Corp COM 369550108 140,855 1,293,200 SH   SOLE   1,293,200 0 0
HCA Holdings, Inc. COM 40412C101 259,468 4,942,250 SH   SOLE   4,942,250 0 0
Hertz Global Hldgs COM 42805T105 76,785 2,882,326 SH   SOLE   2,882,326 0 0
Hospira, Inc. COM 441060100 30,275 700,000 SH   SOLE   700,000 0 0
IAC/InterActiveCorp COM PAR $.001 44919P508 31,805 445,511 SH   SOLE   445,511 0 0
Illumina Inc. COM 452327109 86,044 578,800 SH   SOLE   578,800 0 0
Impax Labs Inc. COM 45256B101 9,247 350,000 SH   SOLE   350,000 0 0
JP Morgan Chase & Co. COM 46625H100 43,711 720,000 SH   SOLE   720,000 0 0
Jarden Corp COM 471109108 34,724 580,386 SH   SOLE   580,386 0 0
Karyopharm Thera's Inc. COM 48576U106 1,545 50,000 SH   SOLE   50,000 0 0
L-3 Comms Hldgs Inc. COM 502424104 187,539 1,587,300 SH   SOLE   1,587,300 0 0
Legg Mason Inc. COM 524901105 41,646 849,231 SH   SOLE   849,231 0 0
LifePoint Hospitals Inc. COM 53219L109 13,638 250,000 SH   SOLE   250,000 0 0
Lululemon Athletica Inc. COM 550021109 11,307 215,000 SH   SOLE   215,000 0 0
MacroGenics Inc. COM 556099109 10,436 375,000 SH   SOLE   375,000 0 0
Marathon Pet'm Corp COM 56585A102 108,478 1,246,300 SH   SOLE   1,246,300 0 0
Martin Marietta Mat'ls Inc. COM 573284106 5,955 46,400 SH   SOLE   46,400 0 0
McDonald's Corp COM 580135101 16,204 165,300 SH   SOLE   165,300 0 0
Medicines Co COM 584688105 67,538 2,376,414 SH   SOLE   2,376,414 0 0
Microsoft Corp COM 594918104 119,125 2,906,200 SH   SOLE   2,906,200 0 0
Mohawk Industries Inc. COM 608190104 4,555 33,500 SH   SOLE   33,500 0 0
Monsanto Co COM 61166W101 2,503 22,000 SH   SOLE   22,000 0 0
Monster Beverage Corp COM 611740101 13,980 201,300 SH   SOLE   201,300 0 0
NewLink Genetics Corp COM 651511107 29,678 1,045,000 SH   SOLE   1,045,000 0 0
Parker Hannifin Corp COM 701094104 45,669 381,500 SH   SOLE   381,500 0 0
Pioneer Nat Resources Co COM 723787107 109,547 585,375 SH   SOLE   585,375 0 0
Plains Holdings L.P. SHS A REP LTPN 72651A108 5,378 192,200 SH   SOLE   192,200 0 0
Puma Biotechnology Inc. COM 74587V107 1,562 15,000 SH   SOLE   15,000 0 0
Quiksilver Inc. COM 74838C106 5,882 783,171 SH   SOLE   783,171 0 0
Range Resources Corp COM 75281A109 16,918 203,900 SH   SOLE   203,900 0 0
Raytheon Co COM 755111507 45,117 456,700 SH   SOLE   456,700 0 0
Rigel Pharms Inc. COM 766559603 1,940 500,000 SH   SOLE   500,000 0 0
Sarepta Therapeutics Inc. COM 803607100 14,418 600,000 SH   SOLE   600,000 0 0
Semgroup Corp. CL A 81663A105 19,181 292,038 SH   SOLE   292,038 0 0
Silver Spring Networks Inc. COM 82817Q103 14,382 827,507 SH   SOLE   827,507 0 0
Southwestern Energy Co COM 845467109 21,993 478,000 SH   SOLE   478,000 0 0
Sunesis Pharms Inc. COM 867328601 2,314 350,000 SH   SOLE   350,000 0 0
TD Ameritrade Hldg Corp COM 87236Y108 462 13,600 SH   SOLE   13,600 0 0
T-Mobile US Inc. COM 872590104 8,584 259,900 SH   SOLE   259,900 0 0
Teva Pharm'l Ind's Ltd. ADR 881624209 672,997 12,736,500 SH   SOLE   12,736,500 0 0
Tetraphase Pharms Inc. COM 88165N105 6,821 626,400 SH   SOLE   626,400 0 0
Twenty-First Cent Fox Inc. CL A 90130A101 90,500 2,830,776 SH   SOLE   2,830,776 0 0
Union Pacific Corp COM 907818108 72,549 386,600 SH   SOLE   386,600 0 0
United Cont'l Hldgs Inc. COM 910047109 58,426 1,309,112 SH   SOLE   1,309,112 0 0
Valero Energy Corp COM 91913Y100 84,104 1,583,874 SH   SOLE   1,583,874 0 0
Visteon Corp COM 92839U206 11,497 130,000 SH   SOLE   130,000 0 0
Vulcan Materials Co COM 929160109 5,761 86,700 SH   SOLE   86,700 0 0
Walgreen Co COM 931422109 673,410 10,198,544 SH   SOLE   10,198,544 0 0
Wright Medical Group Inc. COM 98235T107 34,177 1,100,000 SH   SOLE   1,100,000 0 0
Wyndham Worldwide Corp COM 98310W108 264 3,600 SH   SOLE   3,600 0 0
YPF S.A. SPON ADR CL D 984245100 59,364 1,905,126 SH   SOLE   1,905,126 0 0
Zeltiq Aesthetics Inc. COM 98933Q108 32,651 1,665,000 SH   SOLE   1,665,000 0 0
Allegion PLC ORD SHS G0176J109 5,008 96,000 SH   SOLE   96,000 0 0
Herbalife Ltd. COM USD SHS G4412G101 2,864 50,000 SH   SOLE   50,000 0 0
Jazz Pharms Plc SHS USD G50871105 17,335 125,000 SH   SOLE   125,000 0 0
Kosmos Energy Ltd. SHS G5315B107 8,654 786,700 SH   SOLE   786,700 0 0
Liberty Global Plc SHS CL A G5480U104 7,675 184,500 SH   SOLE   184,500 0 0
Liberty Global Plc SHS CL C G5480U120 326 8,000 SH   SOLE   8,000 0 0
Mallinckrodt Plc SHS G5785G107 47,558 750,000 SH   SOLE   750,000 0 0
Norwegian Cruse Lne Hldgs Ltd. SHS G66721104 2,904 90,000 SH   SOLE   90,000 0 0
Prothena Corp Plc SHS G72800108 3,065 80,000 SH   SOLE   80,000 0 0
Signet Jewelers Ltd. SHS G81276100 7,378 69,700 SH   SOLE   69,700 0 0
Golar LNG Ltd SHS G9456A100 16,676 400,000 SH   SOLE   400,000 0 0
Tyco Int'l Ltd. SHS H89128104 1,039 24,500 SH   SOLE   24,500 0 0
Constellium NV CL A N22035104 942 32,100 SH   SOLE   32,100 0 0
LyondellBassell Ind's NV SHS - A - N53745100 95,851 1,077,700 SH   SOLE   1,077,700 0 0