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 914 27,000 SH   SOLE 27,000 0 0
AIRGAS INC COM 009363102 2,451 17,303 SH   SOLE 17,303 0 0
ALLETE INC COM NEW 018522300 499 8,900 SH   SOLE 8,900 0 0
APPLE INC COM 037833100 436 4,000 SH   SOLE 4,000 0 0
APPLE INC COM 037833100 297 60,000 SH Call SOLE 60,000 0 0
AVIANCA HLDGS SA SPON ADR REP PFD 05367G100 99 19,860 SH   SOLE 19,860 0 0
AVIS BUDGET GROUP COM 053774105 1,085 39,653 SH   SOLE 39,653 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 635 32,837 SH   SOLE 32,837 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102 789 23,096 SH   SOLE 23,096 0 0
BANK AMER CORP COM 060505104 536 39,626 SH   SOLE 39,626 0 0
BARCLAYS PLC ADR 06738E204 1,395 161,860 SH   SOLE 161,860 0 0
BLOUNT INTL INC NEW COM 095180105 6,286 629,901 SH   SOLE 629,901 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 4,123 124,943 SH   SOLE 124,943 0 0
CALATLANTIC GROUP INC COM 128195104 1,135 33,956 SH   SOLE 33,956 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 1,210 18,039 SH   SOLE 18,039 0 0
CLECO CORP NEW COM 12561W105 11,042 200,000 SH   SOLE 200,000 0 0
CLECO CORP NEW COM 12561W105 112 21,100 SH Call SOLE 21,100 0 0
CME GROUP INC COM 12572Q105 2,882 30,000 SH   SOLE 30,000 0 0
COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104 449 20,001 SH   SOLE 20,001 0 0
EMPRESA NACIONAL DE ELCTRCID SPONSORED ADR 29244T101 865 20,777 SH   SOLE 20,777 0 0
FIDELITY & GTY LIFE COM 315785105 4,392 167,374 SH   SOLE 167,374 0 0
FRESH MKT INC COM 35804H106 1,002 35,112 SH   SOLE 35,112 0 0
GREEN PLAINS INC COM 393222104 50 100,000 SH Call SOLE 100,000 0 0
GRUPO AVAL ACCIONES Y VALORE SPONSORED ADS 40053W101 237 30,632 SH   SOLE 30,632 0 0
IDREAMSKY TECHNOLOGY LIMITED SPONSORED ADS 45173K101 2,668 194,151 SH   SOLE 194,151 0 0
INGRAM MICRO INC CL A 457153104 3,389 94,361 SH   SOLE 94,361 0 0
INTERVAL LEISURE GROUP INC COM 46113M108 524 36,279 SH   SOLE 36,279 0 0
IRSA INVERSIONES Y REP S A GLOBL DEP RCPT 450047204 598 40,000 SH   SOLE 40,000 0 0
ISHARES MSCI BRZ CAP ETF 464286400 5,801 2,650,000 SH Call SOLE 2,650,000 0 0
JARDEN CORP COM 471109108 3,696 62,700 SH   SOLE 62,700 0 0
KLA-TENCOR CORP COM 482480100 4,513 61,978 SH   SOLE 61,978 0 0
LATAM AIRLS GROUP S A SPONSORED ADR 51817R106 346 49,492 SH   SOLE 49,492 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 5,117 130,800 SH   SOLE 130,800 0 0
LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 1,989 89,778 SH   SOLE 89,778 0 0
MACYS INC COM 55616P104 246 5,584 SH   SOLE 5,584 0 0
NEWMONT MINING CORP COM 651639106 940 35,347 SH   SOLE 35,347 0 0
OFFICE DEPOT INC COM 676220106 606 485,200 SH Call SOLE 485,200 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 1,738 68,416 SH   SOLE 68,416 0 0
PINNACLE ENTMT INC COM 723456109 1,108 31,568 SH   SOLE 31,568 0 0
PRICELINE GRP INC COM NEW 741503403 285 221 SH   SOLE 221 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 1,061 22,500 SH   SOLE 22,500 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 6,410 84,841 SH   SOLE 84,841 0 0
REGIONS FINL CORP NEW COM 7591EP100 538 68,538 SH   SOLE 68,538 0 0
SANDISK CORP COM 80004C101 6,119 80,426 SH   SOLE 80,426 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 23 250,000 SH Call SOLE 250,000 0 0
SEMPRA ENERGY COM 816851109 260 2,500 SH   SOLE 2,500 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 2,220 40,000 SH   SOLE 40,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 371 206,500 SH Call SOLE 206,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 312 437,200 SH Call SOLE 437,200 0 0
TEMPUR SEALY INTL INC COM 88023U101 2,432 40,000 SH   SOLE 40,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 1,221 42,220 SH   SOLE 42,220 0 0
THE ADT CORPORATION COM 00101J106 6,633 160,755 SH   SOLE 160,755 0 0
TIME WARNER CABLE INC COM 88732J207 6,209 30,345 SH   SOLE 30,345 0 0
TYSON FOODS INC CL A 902494103 3,104 46,565 SH   SOLE 46,565 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 921 35,000 SH   SOLE 35,000 0 0