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
AK Steel Hldg Corp COM 001547108 56,210 7,017,500 SH   SOLE   7,017,500 0 0
AMAG Pharms Inc COM 00163U106 1,915 60,000 SH   SOLE   60,000 0 0
AbbVie Inc. COM 00287Y109 437,162 7,568,600 SH   SOLE   7,568,600 0 0
Aegerion Pharms Inc COM 00767E102 13,686 410,000 SH   SOLE   410,000 0 0
Agilent Tech's Inc. COM 00846U101 34,826 611,200 SH   SOLE   611,200 0 0
Air Prods & Chems Inc COM 009158106 30,605 235,100 SH   SOLE   235,100 0 0
Alder Biopharms Inc COM 014339105 4,755 375,000 SH   SOLE   375,000 0 0
Alibaba Group Hldg Ltd SPONS ADS 01609W102 127,749 1,437,800 SH   SOLE   1,437,800 0 0
Allison Transmission Hldg Inc COM 01973R101 92,944 3,262,333 SH   SOLE   3,262,333 0 0
American Airlines Group Inc COM 02376R102 13,174 371,300 SH   SOLE   371,300 0 0
ARIAD Pharms Inc COM 04033A100 20,250 3,750,000 SH   SOLE   3,750,000 0 0
Avis Budget Group COM 053774105 593 10,800 SH   SOLE   10,800 0 0
Bluebird Bio Inc COM 09609G100 4,664 130,000 SH   SOLE   130,000 0 0
Brookdale Snr Living Inc COM 112463104 32,220 1,000,000 SH   SOLE   1,000,000 0 0
CF Industries Hldgs Inc COM 125269100 259,709 930,123 SH   SOLE   930,123 0 0
Canadian Pac Railway Ltd COM 13645T100 109,914 529,900 SH   SOLE   529,900 0 0
Cempra, Inc COM 15130J109 4,384 400,000 SH   SOLE   400,000 0 0
Cheniere Energy, Inc COM 16411R208 384,881 4,809,211 SH   SOLE   4,809,211 0 0
Cheniere Energy Ptnrs LP Hld COM REP LLC IN 16411W108 5,360 219,123 SH   SOLE   219,123 0 0
Chimerix Inc COM 16934W106 1,381 50,000 SH   SOLE   50,000 0 0
Citizens Fin'l Group Inc COM 174610105 14,232 607,700 SH   SOLE   607,700 0 0
Comcast Corp CL A 20030N101 181,750 3,379,510 SH   SOLE   3,379,510 0 0
Cubist Pharms Inc COM 229678107 109,461 1,650,000 SH   SOLE   1,650,000 0 0
Danaher Corp COM 235851102 40,072 527,400 SH   SOLE   527,400 0 0
Delta Airlines Inc COM 247361702 36,031 996,700 SH   SOLE   996,700 0 0
Devon Energy Corp COM 25179M103 3,457 50,700 SH   SOLE   50,700 0 0
DISH Network Corp CL A 25470M109 12,302 190,500 SH   SOLE   190,500 0 0
Dollar General Corp COM 256677105 41,329 676,300 SH   SOLE   676,300 0 0
EQT Corp COM 26884L109 9,154 100,000 SH   SOLE   100,000 0 0
E TRADE Fin'l Corp COM 269246401 71,343 3,158,146 SH   SOLE   3,158,146 0 0
Equinix Inc PUT 29444U952 4,568 21,500 SH Put SOLE   21,500 0 0
Flamel Technologies SA SPONS ADR 338488109 5,724 400,000 SH   SOLE   400,000 0 0
FleetCor Tech's Inc COM 339041105 19,271 135,600 SH   SOLE   135,600 0 0
GNC Hldgs Inc COM CL A 36191G107 27,118 700,000 SH   SOLE   700,000 0 0
General Dynamics Corp COM 369550108 124,929 983,000 SH   SOLE   983,000 0 0
Google Inc CL A 38259P508 647 1,100 SH   SOLE   1,100 0 0
Green Plains Inc COM 393222104 6,842 183,000 SH   SOLE   183,000 0 0
HD Supply Hldgs, Inc COM 40416M105 842 30,900 SH   SOLE   30,900 0 0
Hertz Global Hldgs COM 42805T105 449 17,700 SH   SOLE   17,700 0 0
Hess Corp COM 42809H107 4,537 48,100 SH   SOLE   48,100 0 0
Home Depot Inc COM 437076102 22,935 250,000 SH   SOLE   250,000 0 0
Hospira, Inc COM 441060100 20,812 400,000 SH   SOLE   400,000 0 0
Illumina Inc COM 452327109 116,921 713,280 SH   SOLE   713,280 0 0
Impax Labs Inc COM 45256B101 3,557 150,000 SH   SOLE   150,000 0 0
Intuitive Surgical Inc COM 46120E602 18,473 40,000 SH   SOLE   40,000 0 0
Ishares MSCI Emerg Mkt Idx PUT 464287954 9,143 220,000 SH Put SOLE   220,000 0 0
Jarden Corp COM 471109108 570 9,486 SH   SOLE   9,486 0 0
Karyopharm Therapeutics Inc COM 48576U106 3,494 100,000 SH   SOLE   100,000 0 0
Kite Pharma Inc COM 49803L109 713 25,000 SH   SOLE   25,000 0 0
L-3 Comms Hldgs Inc. COM 502424104 102,966 865,841 SH   SOLE   865,841 0 0
Lear Corp COM 521865204 847 9,800 SH   SOLE   9,800 0 0
Liberty Ventures LBT VENT COM A 53071M880 1,230 32,400 SH   SOLE   32,400 0 0
MacroGenics Inc. COM 556099109 2,090 100,000 SH   SOLE   100,000 0 0
Marathon Petroleum Corp COM 56585A102 199,729 2,358,906 SH   SOLE   2,358,906 0 0
Medicines Co COM 584688105 45,546 2,040,584 SH   SOLE   2,040,584 0 0
Men's Wearhouse Inc COM 587118100 68,304 1,446,500 SH   SOLE   1,446,500 0 0
Microsoft Corp COM 594918104 101,779 2,195,400 SH   SOLE   2,195,400 0 0
Micron Technology, Inc COM 595112103 106,429 3,106,500 SH   SOLE   3,106,500 0 0
NPS Pharms Inc COM 62936P103 20,800 800,000 SH   SOLE   800,000 0 0
NewLink Genetics Corp COM 651511107 24,098 1,125,000 SH   SOLE   1,125,000 0 0
Northrup Grumman Corp COM 666807102 3,531 26,800 SH   SOLE   26,800 0 0
PPG Industries Inc COM 693506107 49,638 252,300 SH   SOLE   252,300 0 0
Pampa Energia SA SPONS ADR LVL I 697660207 202 18,800 SH   SOLE   18,800 0 0
Pioneer Nat'l Res Co COM 723787107 247,468 1,256,375 SH   SOLE   1,256,375 0 0
Plains Hldgs L.P. SHS A REP LTPN 72651A108 766 25,000 SH   SOLE   25,000 0 0
Powershares QQQ Trust PUT 73935A954 29,568 299,300 SH Put SOLE   299,300 0 0
Receptos, Inc COM 756207106 24,844 400,000 SH   SOLE   400,000 0 0
Relypsa Inc COM 759531106 6,854 325,000 SH   SOLE   325,000 0 0
Rice Energy Inc COM 762760106 38,942 1,464,000 SH   SOLE   1,464,000 0 0
SBA Comms Corp COM 78388J106 10,170 91,700 SH   SOLE   91,700 0 0
SPDR S&P 500 ETF Trust PUT 78462F953 146,090 741,500 SH Put SOLE   741,500 0 0
SanDisk Corp COM 80004C101 2,968 30,300 SH   SOLE   30,300 0 0
Sarepta Therapeutics Inc COM 803607100 15,298 725,000 SH   SOLE   725,000 0 0
Sealed Air Corp COM 81211K100 37,786 1,083,300 SH   SOLE   1,083,300 0 0
SunEdison Inc COM 86732Y109 6,873 364,050 SH   SOLE   364,050 0 0
T-Mobile US Inc COM 872590104 3,768 130,500 SH   SOLE   130,500 0 0
Tesaro Inc COM 881569107 4,038 150,000 SH   SOLE   150,000 0 0
Teva Pharm Ind's Ltd ADR 881624209 558,472 10,390,181 SH   SOLE   10,390,181 0 0
Tetraphase Pharms Inc COM 88165N105 5,985 300,000 SH   SOLE   300,000 0 0
Transcanada Corp COM 89353D107 317,259 6,163,400 SH   SOLE   6,163,400 0 0
Tyson Foods Inc CL A 902494103 133,594 3,393,300 SH   SOLE   3,393,300 0 0
Tyson Foods Inc CALL 902494903 3,465 88,000 SH Call SOLE   88,000 0 0
United Cont'l Hldgs Inc COM 910047109 6,190 132,300 SH   SOLE   132,300 0 0
Valero Energy Corp COM 91913Y100 45,533 984,074 SH   SOLE   984,074 0 0
Visteon Corp COM 92839U206 11,028 113,400 SH   SOLE   113,400 0 0
Walgreen Co COM 931422109 93,659 1,580,210 SH   SOLE   1,580,210 0 0
Western Refining Inc COM 959319104 30,968 737,500 SH   SOLE   737,500 0 0
Whirlpool Corp COM 963320106 422 2,900 SH   SOLE   2,900 0 0
Wright Medical Group Inc COM 98235T107 27,270 900,000 SH   SOLE   900,000 0 0
YPF S.A. SPONS ADR CL D 984245100 132,317 3,577,105 SH   SOLE   3,577,105 0 0
Yahoo! Inc COM 984332106 31,618 775,900 SH   SOLE   775,900 0 0
Zeltiq Aesthetics Inc COM 98933Q108 36,160 1,597,900 SH   SOLE   1,597,900 0 0
Actavis Plc SHS G0083B108 33,055 137,000 SH   SOLE   137,000 0 0
Bunge Limited COM G16962105 18,792 223,100 SH   SOLE   223,100 0 0
Jazz Pharms Plc SHS USD G50871105 12,042 75,000 SH   SOLE   75,000 0 0
Prothena Corp Plc SHS G72800108 12,188 550,000 SH   SOLE   550,000 0 0
Signet Jewelers Ltd SHS G81276100 49,665 436,000 SH   SOLE   436,000 0 0
Affimed Therapeutics B.V. COM N01045108 1,887 300,000 SH   SOLE   300,000 0 0
LyondellBassell Ind's NV SHS A N53745100 97,186 894,400 SH   SOLE   894,400 0 0
NXP Semiconductors NV COM N6596X109 6,884 100,600 SH   SOLE   100,600 0 0