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
AIR PRODS & CHEMS INC COM 009158106 412,710 2,728,122 SH   SOLE   2,728,122 0 0
ANADARKO PETE CORP COM 032511107 168,104 2,030,000 SH Call SOLE   2,030,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 711,732 5,838,172 SH   SOLE   5,838,172 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 543,719 4,460,000 SH Call SOLE   4,460,000 0 0
APPLIED MATLS INC COM 038222105 78,960 3,500,000 SH Call SOLE   3,500,000 0 0
AUTODESK INC COM 052769106 614,488 10,478,996 SH   SOLE   10,478,996 0 0
AUTODESK INC COM 052769106 64,533 1,100,500 SH Call SOLE   1,100,500 0 0
AXIALL CORP COM 05463D100 222,496 4,740,017 SH   SOLE   4,740,017 0 0
BAIDU INC SPON ADR REP A 056752108 128,166 615,000 SH   SOLE   615,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 151,418 8,211,394 SH   SOLE   8,211,394 0 0
CALIFORNIA RES CORP COM 13057Q107 258,055 33,909,999 SH   SOLE   33,909,999 0 0
CBS CORP NEW CL B 124857202 749,611 12,363,696 SH   SOLE   12,363,696 0 0
CHENIERE ENERGY INC COM NEW 16411R208 404,183 5,222,000 SH   SOLE   5,222,000 0 0
COMCAST CORP NEW CL A 20030N101 56,470 1,000,000 SH Call SOLE   1,000,000 0 0
DISNEY WALT CO COM DISNEY 254687106 377,604 3,600,000 SH Call SOLE   3,600,000 0 0
DOLLAR GEN CORP NEW COM 256677105 132,556 1,758,497 SH   SOLE   1,758,497 0 0
DOLLAR GEN CORP NEW COM 256677105 150,760 2,000,000 SH Call SOLE   2,000,000 0 0
EXXON MOBIL CORP COM 30231G102 106,250 1,250,000 SH Put SOLE   1,250,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 143,981 954,022 SH   SOLE   954,022 0 0
GENERAL ELECTRIC CO COM 369604103 347,340 14,000,000 SH Call SOLE   14,000,000 0 0
LORILLARD INC COM 544147101 128,397 1,964,752 SH   SOLE   1,964,752 0 0
MICROSOFT CORP COM 594918104 300,847 7,400,000 SH Call SOLE   7,400,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 37,225 500,000 SH Call SOLE   500,000 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 85,830 1,500,000 SH   SOLE   1,500,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 30,418 400,000 SH Call SOLE   400,000 0 0
PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 113,480 4,000,000 SH   SOLE   4,000,000 0 0
PRAXAIR INC COM 74005P104 141,266 1,170,000 SH Call SOLE   1,170,000 0 0
PRECISION CASTPARTS CORP COM 740189105 518,166 2,467,455 SH   SOLE   2,467,455 0 0
PRICELINE GRP INC COM NEW 741503403 606,068 520,610 SH   SOLE   520,610 0 0
PRICELINE GRP INC COM NEW 741503403 70,198 60,300 SH Call SOLE   60,300 0 0
SALESFORCE COM INC COM 79466L302 70,885 1,061,000 SH   SOLE   1,061,000 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 174,354 3,034,889 SH   SOLE   3,034,889 0 0
SIGNET JEWELERS LIMITED SHS G81276100 136,625 984,399 SH   SOLE   984,399 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 119,541 3,805,830 SH   SOLE   3,805,830 0 0
SPECTRA ENERGY CORP COM 847560109 50,123 1,385,773 SH   SOLE   1,385,773 0 0
TIME WARNER CABLE INC COM 88732J207 924,165 6,166,034 SH   SOLE   6,166,034 0 0
TIME WARNER INC COM NEW 887317303 249,942 2,960,000 SH   SOLE   2,960,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 65,410 1,000,000 SH Call SOLE   1,000,000 0 0
WILLIAMS COS INC DEL COM 969457100 1,062,390 21,000,000 SH   SOLE   21,000,000 0 0