The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| AIR LEASE CORP | CL A | 00912X302 | 1,936 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| ASSURED GUARANTY LTD | COM | G0585R106 | 750 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 7,638 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| CREDICORP LTD | COM | G2519Y108 | 1,927 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| CUMMINS INC | COM | 231021106 | 4,916 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
| DANA HOLDING CORP | COM | 235825205 | 1,005 | 44,000 | SH | SOLE | 44,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 1,619 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| GENESEE & WYO INC | CL A | 371559105 | 1,488 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| GOL LINHAS AEREAS INTLG S A | SP ADR REP PFD | 38045R107 | 782 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| HERBALIFE LTD | COM USD SHS | G4412G101 | 1,186 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| ISHARES | MSCI GERMANY ETF | 464286806 | 3,615 | 130,000 | SH | Put | SOLE | 130,000 | 0 | 0 | |
| ISHARES | CHINA LG-CAP ETF | 464287184 | 3,452 | 93,100 | SH | Call | SOLE | 93,100 | 0 | 0 | |
| MBIA INC | COM | 55262C100 | 307 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| NETAPP INC | COM | 64110D104 | 1,066 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| POST HLDGS INC | COM | 737446104 | 2,220 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C106 | 2,928 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI INT-FINL | 81369Y605 | 1,791 | 90,000 | SH | Put | SOLE | 90,000 | 0 | 0 | |
| SENSATA TECHNOLOGIES HLDG BV | SHS | N7902X106 | 957 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 26,042 | 155,000 | SH | Call | SOLE | 155,000 | 0 | 0 | |
| SPDR SERIES TRUST | S&P HOMEBUILD | 78464A888 | 4,437 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| SUNEDISON INC | COM | 86732Y109 | 7,970 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| TAL ED GROUP | ADS REPSTG COM | 874080104 | 725 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||