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
AMAZON COM INC COM 023135106 62,856 200,000 SH   SOLE N/A 200,000 0 0
APPLE INC COM 037833100 7,560 15,747 SH   SOLE N/A 15,747 0 0
BANK OF AMERICA CORPORATION COM 060505104 18,117 1,307,200 SH   SOLE N/A 1,307,200 0 0
BB&T CORP COM 054937107 5,739 170,000 SH   SOLE N/A 170,000 0 0
BROADCOM CORP CL A 111320107 4,402 169,000 SH   SOLE N/A 169,000 0 0
CATERPILLAR INC DEL COM 149123101 20,905 250,000 SH   SOLE N/A 250,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 23,584 55,000 SH   SOLE N/A 55,000 0 0
CITIGROUP INC COM NEW 172967424 3,645 75,000 SH   SOLE N/A 75,000 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 4,561 112,500 SH   SOLE N/A 112,500 0 0
CTC MEDIA INC COM 12642X106 1,986 188,076 SH   SOLE N/A 188,076 0 0
DISCOVER FINL SVCS COM 254709108 8,039 159,032 SH   SOLE N/A 159,032 0 0
DISH NETWORK CORP CL A 25470M109 4,501 100,000 SH   SOLE N/A 100,000 0 0
DISNEY WALT CO COM DISNEY 254687106 10,531 162,500 SH   SOLE N/A 162,500 0 0
EBAY INC COM 278642103 1,744 31,250 SH   SOLE N/A 31,250 0 0
EXPEDIA INC DEL COM NEW 30212P303 1,960 37,500 SH   SOLE N/A 37,500 0 0
FACEBOOK INC CL A 30303M102 33,905 675,000 SH   SOLE N/A 675,000 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 14,376 433,362 SH   SOLE N/A 433,362 0 0
FRONTLINE LTD SHS G3682E127 229 87,500 SH   SOLE N/A 87,500 0 0
GOOGLE INC CL A 38259P508 8,789 10,000 SH   SOLE N/A 10,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 5,403 174,300 SH   SOLE N/A 174,300 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 1,350 25,000 SH   SOLE N/A 25,000 0 0
INTERCONTINENTALEXCHANGE INC COM 45865V100 9,039 50,000 SH   SOLE N/A 50,000 0 0
ISHARES MSCI EMG MKT ETF 464287234 24,489 600,000 SH   SOLE N/A 600,000 0 0
JOY GLOBAL INC COM 481165108 5,121 100,000 SH   SOLE N/A 100,000 0 0
JPMORGAN CHASE & CO COM 46625H100 14,834 285,662 SH   SOLE N/A 285,662 0 0
LIGHTINTHEBOX HLDG CO LTD SPONSORED ADR 53225G102 686 57,443 SH   SOLE N/A 57,443 0 0
LINCOLN NATL CORP IND COM 534187109 478 11,467 SH   SOLE N/A 11,467 0 0
LINKEDIN CORP COM CL A 53578A108 3,106 12,500 SH   SOLE N/A 12,500 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 5,004 200,000 SH   SOLE N/A 200,000 0 0
MARKET VECTORS ETF TR JR GOLD MINERS E 57061R544 2,610 62,500 SH   SOLE N/A 62,500 0 0
MERCADOLIBRE INC COM 58733R102 40,472 300,000 SH   SOLE N/A 300,000 0 0
MERCK & CO INC NEW COM 58933Y105 4,760 100,000 SH   SOLE N/A 100,000 0 0
MORGAN STANLEY COM NEW 617446448 6,463 240,000 SH   SOLE N/A 240,000 0 0
NAVIOS MARITIME ACQUIS CORP SHS Y62159101 4,511 1,219,400 SH   SOLE N/A 1,219,400 0 0
NETFLIX INC COM 64110L106 19,822 63,837 SH   SOLE N/A 63,837 0 0
NIKE INC CL B 654106103 910 12,500 SH   SOLE N/A 12,500 0 0
PEABODY ENERGY CORP COM 704549104 1,503 86,900 SH   SOLE N/A 86,900 0 0
REGIONS FINL CORP NEW COM 7591EP100 12,064 1,300,000 SH   SOLE N/A 1,300,000 0 0
SCORPIO TANKERS INC SHS Y7542C106 4,004 404,900 SH   SOLE N/A 404,900 0 0
SHIP FINANCE INTERNATIONAL L SHS G81075106 382 25,000 SH   SOLE N/A 25,000 0 0
SLM CORP COM 78442P106 13,387 535,700 SH   SOLE N/A 535,700 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 50,403 300,000 SH   SOLE N/A 300,000 0 0
STATE STR CORP COM 857477103 7,509 114,000 SH   SOLE N/A 114,000 0 0
STILLWATER MNG CO COM 86074Q102 1,344 121,148 SH   SOLE N/A 121,148 0 0
TALISMAN ENERGY INC COM 87425E103 33,416 2,913,404 SH   SOLE N/A 2,913,404 0 0
VIMPELCOM LTD SPONSORED ADR 92719A106 6,591 579,748 SH   SOLE N/A 579,748 0 0
VMWARE INC CL A COM 928563402 20,842 254,250 SH   SOLE N/A 254,250 0 0