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
ACTIVISION BLIZZARD INC COM 00507V109 25,854 1,550,000 SH   SOLE   1,550,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 28,188 550,000 SH   SOLE   550,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 22,145 725,600 SH   SOLE   725,600 0 0
AMBAC FINL GROUP INC COM NEW 023139884 3,084 170,000 SH   SOLE   170,000 0 0
AMC NETWORKS INC CL A 00164V103 6,850 100,000 SH   SOLE   100,000 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 3,424 212,000 SH   SOLE   212,000 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 8,540 700,000 SH   SOLE   700,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 14,880 150,000 SH   SOLE   150,000 0 0
AOL INC COM 00184X105 7,608 220,000 SH   SOLE   220,000 0 0
ASSURED GUARANTY LTD COM G0585R106 10,313 550,000 SH   SOLE   550,000 0 0
AXIALL CORP COM 05463D100 4,198 111,089 SH   SOLE   111,089 0 0
BEAM INC COM 073730103 12,930 200,000 SH   SOLE   200,000 0 0
CABLEVISION SYS CORP CL A 12686C109 4,210 250,000 SH   SOLE   250,000 0 0
CANADIAN PAC RY LTD COM 13645T100 7,398 60,000 SH   SOLE   60,000 0 0
CITIGROUP INC COM NEW 172967424 33,957 700,000 SH   SOLE   700,000 0 0
COBALT INTL ENERGY INC COM 19075F106 9,944 400,000 SH Call SOLE   0 0 0
COMMONWEALTH REIT COM SH BEN INT 203233101 14,242 650,000 SH   SOLE   650,000 0 0
CONAGRA FOODS INC COM 205887102 2,276 75,000 SH   SOLE   75,000 0 0
CRANE CO COM 224399105 23,813 386,142 SH   SOLE   386,142 0 0
DISH NETWORK CORP CL A 25470M109 16,991 377,500 SH   SOLE   377,500 0 0
DISNEY WALT CO COM DISNEY 254687106 61,266 950,000 SH   SOLE   950,000 0 0
DOLLAR GEN CORP NEW COM 256677105 23,996 425,000 SH   SOLE   425,000 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 5,856 100,000 SH   SOLE   100,000 0 0
ECHOSTAR CORP CL A 278768106 18,894 430,000 SH   SOLE   430,000 0 0
EMCOR GROUP INC COM 29084Q100 7,826 200,000 SH   SOLE   200,000 0 0
FEDEX CORP COM 31428X106 7,132 62,500 SH   SOLE   62,500 0 0
FLOWERS FOODS INC COM 343498101 33,232 1,550,000 SH   SOLE   1,550,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 24,797 740,000 SH   SOLE   740,000 0 0
GAP INC DEL COM 364760108 12,084 300,000 SH   SOLE   300,000 0 0
GARMIN LTD SHS H2906T109 3,389 75,000 SH   SOLE   75,000 0 0
GENERAL ELECTRIC CO COM 369604103 7,525 315,000 SH   SOLE   315,000 0 0
GENERAL MTRS CO COM 37045V100 41,366 1,150,000 SH   SOLE   1,150,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 46,025 2,050,000 SH   SOLE   2,050,000 0 0
HALLIBURTON CO COM 406216101 4,815 100,000 SH   SOLE   100,000 0 0
HASBRO INC COM 418056107 2,357 50,000 SH   SOLE   50,000 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 39,715 1,792,200 SH   SOLE   1,792,200 0 0
HESS CORP COM 42809H107 28,036 362,500 SH   SOLE   362,500 0 0
HOLOGIC INC COM 436440101 12,621 611,200 SH   SOLE   611,200 0 0
HUBBELL INC CL B 443510201 11,626 111,000 SH   SOLE   111,000 0 0
HUNTSMAN CORP COM 447011107 38,953 1,890,000 SH   SOLE   1,890,000 0 0
INGERSOLL-RAND PLC SHS G47791101 11,832 182,200 SH   SOLE   182,200 0 0
INGREDION INC COM 457187102 26,168 395,468 SH   SOLE   395,468 0 0
INTL PAPER CO COM 460146103 24,640 550,000 SH   SOLE   550,000 0 0
JOHNSON CTLS INC COM 478366107 24,900 600,000 SH   SOLE   600,000 0 0
LAMAR ADVERTISING CO CL A 512815101 7,055 150,000 SH Put SOLE   0 0 0
LAZARD LTD SHS A G54050102 4,503 125,000 SH   SOLE   125,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 68,407 906,900 SH   SOLE   906,900 0 0
LOUISIANA PAC CORP COM 546347105 9,675 550,000 SH   SOLE   550,000 0 0
MACYS INC COM 55616P104 16,226 375,000 SH   SOLE   375,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 5,888 140,000 SH   SOLE   140,000 0 0
MATTRESS FIRM HLDG CORP COM 57722W106 6,998 220,000 SH   SOLE   220,000 0 0
MONDELEZ INTL INC CL A 609207105 29,850 950,000 SH   SOLE   950,000 0 0
MONSTER BEVERAGE CORP COM 611740101 21,423 410,000 SH   SOLE   410,000 0 0
MORGAN STANLEY COM NEW 617446448 29,645 1,100,000 SH   SOLE   1,100,000 0 0
MOSAIC CO NEW COM 61945C103 4,517 105,000 SH Call SOLE   0 0 0
MOSAIC CO NEW COM 61945C103 2,151 50,000 SH   SOLE   50,000 0 0
MSC INDL DIRECT INC CL A 553530106 9,559 117,500 SH   SOLE   117,500 0 0
NAVISTAR INTL CORP NEW COM 63934E108 3,648 100,000 SH   SOLE   100,000 0 0
NETFLIX INC COM 64110L106 3,092 10,000 SH   SOLE   10,000 0 0
NIELSEN HOLDINGS N V COM N63218106 5,923 162,500 SH   SOLE   162,500 0 0
NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 24,551 650,000 SH   SOLE   650,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 14,345 465,000 SH   SOLE   465,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 42,795 457,500 SH   SOLE   457,500 0 0
PANDORA MEDIA INC COM 698354107 21,949 873,413 SH   SOLE   873,413 0 0
PENNEY J C INC COM 708160106 7,484 850,000 SH   SOLE   850,000 0 0
PHILLIPS 66 COM 718546104 27,493 475,500 SH   SOLE   475,500 0 0
POTASH CORP SASK INC COM 73755L107 4,223 135,000 SH Call SOLE   0 0 0
POTASH CORP SASK INC COM 73755L107 1,564 50,000 SH   SOLE   50,000 0 0
RADIAN GROUP INC COM 750236101 15,671 1,125,000 SH   SOLE   1,125,000 0 0
REALOGY HLDGS CORP COM 75605Y106 25,812 600,000 SH   SOLE   600,000 0 0
ROCKWOOD HLDGS INC COM 774415103 20,070 300,000 SH   SOLE   300,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 4,785 125,000 SH   SOLE   125,000 0 0
SEAWORLD ENTMT INC COM 81282V100 4,370 147,500 SH   SOLE   147,500 0 0
TALISMAN ENERGY INC COM 87425E103 11,213 975,000 SH   SOLE   975,000 0 0
TEMPUR PEDIC INTL INC COM 88023U101 12,529 285,000 SH   SOLE   285,000 0 0
TEXTRON INC COM 883203101 13,805 500,000 SH   SOLE   500,000 0 0
TFS FINL CORP COM 87240R107 9,995 835,000 SH   SOLE   835,000 0 0
TIME WARNER CABLE INC COM 88732J207 10,044 90,000 SH   SOLE   90,000 0 0
TYCO INTERNATIONAL LTD SHS H89128104 14,954 427,500 SH   SOLE   427,500 0 0
UNITED RENTALS INC COM 911363109 5,538 95,000 SH   SOLE   95,000 0 0
URBAN OUTFITTERS INC COM 917047102 21,518 585,205 SH   SOLE   585,205 0 0
VALERO ENERGY CORP NEW COM 91913Y100 8,538 250,000 SH   SOLE   250,000 0 0
VIASAT INC COM 92552V100 9,291 146,000 SH   SOLE   146,000 0 0
WESTPORT INNOVATIONS INC COM NEW 960908309 3,629 150,000 SH   SOLE   150,000 0 0
WHIRLPOOL CORP COM 963320106 21,966 150,000 SH   SOLE   150,000 0 0