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 14,308 700,000 SH   SOLE   700,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 16,788 300,216 SH   SOLE   300,216 0 0
ALTRIA GROUP INC COM 02209S103 3,743 100,000 SH Put SOLE   0 0 0
AMAZON COM INC COM 023135106 24,386 72,500 SH   SOLE   72,500 0 0
AMC NETWORKS INC CL A 00164V103 9,135 125,000 SH   SOLE   125,000 0 0
ANADARKO PETE CORP COM 032511107 10,595 125,000 SH   SOLE   125,000 0 0
CABLEVISION SYS CORP CL A 12686C109 8,435 500,000 SH   SOLE   500,000 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 21,626 350,100 SH   SOLE   350,100 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 292 1,519,600 SH   SOLE   1,519,600 0 0
CHILDRENS PL RETAIL STORES I COM 168905107 10,141 203,600 SH   SOLE   203,600 0 0
COMCAST CORP NEW CL A 20030N101 89,837 1,795,301 SH   SOLE   1,795,301 0 0
DANAHER CORP DEL COM 235851102 11,250 150,000 SH   SOLE   150,000 0 0
DOLLAR GEN CORP NEW COM 256677105 30,514 550,000 SH   SOLE   550,000 0 0
ECHOSTAR CORP CL A 278768106 32,168 676,358 SH   SOLE   676,358 0 0
EMCOR GROUP INC COM 29084Q100 62,511 1,336,000 SH   SOLE   1,336,000 0 0
EQT CORP COM 26884L109 9,697 100,000 SH   SOLE   100,000 0 0
FEDEX CORP COM 31428X106 13,601 102,603 SH   SOLE   102,603 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 40,086 1,275,000 SH   SOLE   1,275,000 0 0
GAP INC DEL COM 364760108 16,024 400,000 SH   SOLE   400,000 0 0
GENERAL MTRS CO COM 37045V100 3,442 100,000 SH Call SOLE   0 0 0
GENERAL MTRS CO COM 37045V100 6,884 200,000 SH Call SOLE   0 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 57,039 2,182,905 SH   SOLE   2,182,905 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 5,328 200,000 SH   SOLE   200,000 0 0
HESS CORP COM 42809H107 53,872 650,000 SH   SOLE   650,000 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 17,491 245,000 SH   SOLE   245,000 0 0
JOHNSON CTLS INC COM 478366107 17,494 369,700 SH   SOLE   369,700 0 0
KEYCORP NEW COM 493267108 19,224 1,350,000 SH   SOLE   1,350,000 0 0
LAUDER ESTEE COS INC CL A 518439104 3,344 50,000 SH Call SOLE   0 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 17,703 452,300 SH   SOLE   452,300 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 61,065 1,500,000 SH   SOLE   1,500,000 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 3,341 125,000 SH   SOLE   125,000 0 0
MATTRESS FIRM HLDG CORP COM 57722W106 12,316 257,500 SH   SOLE   257,500 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 20,785 250,000 SH   SOLE   250,000 0 0
MEADWESTVACO CORP COM 583334107 13,174 350,000 SH   SOLE   350,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 29,430 500,000 SH   SOLE   500,000 0 0
MONSTER BEVERAGE CORP COM 611740101 8,681 125,000 SH   SOLE   125,000 0 0
MORGAN STANLEY COM NEW 617446448 14,806 475,000 SH   SOLE   475,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 40,882 525,000 SH   SOLE   525,000 0 0
NATIONSTAR MTG HLDGS INC COM 63861C109 7,297 224,800 SH   SOLE   224,800 0 0
NIKE INC CL B 654106103 8,125 110,000 SH   SOLE   110,000 0 0
NOKIA CORP SPONSORED ADR 654902204 17,250 2,350,100 SH   SOLE   2,350,100 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 47,645 500,000 SH   SOLE   500,000 0 0
PARKER HANNIFIN CORP COM 701094104 27,448 229,288 SH   SOLE   229,288 0 0
RADIAN GROUP INC COM 750236101 21,255 1,414,199 SH   SOLE   1,414,199 0 0
RALPH LAUREN CORP CL A 751212101 10,058 62,500 SH   SOLE   62,500 0 0
REALOGY HLDGS CORP COM 75605Y106 59,435 1,367,900 SH   SOLE   1,367,900 0 0
ROCKWELL COLLINS INC COM 774341101 16,172 202,988 SH   SOLE   202,988 0 0
ROCKWOOD HLDGS INC COM 774415103 65,472 880,000 SH   SOLE   880,000 0 0
ROVI CORP COM 779376102 14,238 625,000 SH   SOLE   625,000 0 0
SEAWORLD ENTMT INC COM 81282V100 16,627 550,000 SH   SOLE   550,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 68,809 650,000 SH   SOLE   650,000 0 0
SMUCKER J M CO COM NEW 832696405 12,155 125,000 SH   SOLE   125,000 0 0
SPRINGLEAF HLDGS INC COM 85172J101 3,487 138,633 SH   SOLE   138,633 0 0
SPRINT CORP COM SER 1 85207U105 10,109 1,100,000 SH   SOLE   1,100,000 0 0
TALISMAN ENERGY INC COM 87425E103 25,948 2,600,000 SH   SOLE   2,600,000 0 0
TEREX CORP NEW COM 880779103 3,323 75,000 SH   SOLE   75,000 0 0
TFS FINL CORP COM 87240R107 27,002 2,172,300 SH   SOLE   2,172,300 0 0
T-MOBILE US INC COM 872590104 26,424 800,000 SH   SOLE   800,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 34,048 1,065,000 SH   SOLE   1,065,000 0 0
URBAN OUTFITTERS INC COM 917047102 25,547 700,505 SH   SOLE   700,505 0 0
VIASAT INC COM 92552V100 3,452 50,000 SH   SOLE   50,000 0 0
VODAFONE GROUP PLC NEW SPONS ADR NO PAR 92857W308 22,608 614,181 SH   SOLE   614,181 0 0
WHIRLPOOL CORP COM 963320106 54,927 367,500 SH   SOLE   367,500 0 0
WILLIAMS COS INC DEL COM 969457100 45,713 1,126,500 SH   SOLE   1,126,500 0 0