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
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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
ALLSTATE CORP COM 020002101 6,515 120,000 SH   SOLE N/A 120,000 0 0
AMAZON COM INC COM 023135106 29,775 75,000 SH   SOLE N/A 75,000 0 0
APPLE INC COM 037833100 17,855 31,872 SH   SOLE N/A 31,872 0 0
BANK OF AMERICA CORPORATION COM 060505104 21,960 1,412,200 SH   SOLE N/A 1,412,200 0 0
CATERPILLAR INC DEL COM 149123101 22,668 250,000 SH   SOLE N/A 250,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 41,230 77,500 SH   SOLE N/A 77,500 0 0
CRITEO S A SPONS ADS 226718104 1,021 30,060 SH   SOLE N/A 30,060 0 0
CTC MEDIA INC COM 12642X106 2,743 200,000 SH   SOLE N/A 200,000 0 0
DISCOVER FINL SVCS COM 254709108 11,956 214,032 SH   SOLE N/A 214,032 0 0
E M C CORP MASS COM 268648102 12,930 514,945 SH   SOLE N/A 514,945 0 0
E M C CORP MASS COM 268648102 25,110 1,000,000 SH   SOLE N/A 1,000,000 0 0
EBAY INC COM 278642103 20,460 375,000 SH   SOLE N/A 375,000 0 0
EBAY INC COM 278642103 52,348 959,456 SH   SOLE N/A 959,456 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 16,316 433,362 SH   SOLE N/A 433,362 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 1,668 75,054 SH   SOLE N/A 75,054 0 0
ISHARES MSCI EMG MKT ETF 464287234 33,276 800,000 SH   SOLE N/A 800,000 0 0
JOY GLOBAL INC COM 481165108 7,237 123,787 SH   SOLE N/A 123,787 0 0
JPMORGAN CHASE & CO COM 46625H100 17,499 300,662 SH   SOLE N/A 300,662 0 0
MERCADOLIBRE INC COM 58733R102 25,614 237,500 SH   SOLE N/A 237,500 0 0
MERCADOLIBRE INC COM 58733R102 2,696 25,000 SH   SOLE N/A 25,000 0 0
MORGAN STANLEY COM NEW 617446448 9,402 300,000 SH   SOLE N/A 300,000 0 0
NAVIOS MARITIME ACQUIS CORP SHS Y62159101 4,706 1,069,437 SH   SOLE N/A 1,069,437 0 0
NOKIA CORP SPONSORED ADR 654902204 4,065 500,000 SH   SOLE N/A 500,000 0 0
NORDIC AMERICAN TANKERS LIMI COM G65773106 2,438 250,000 SH   SOLE N/A 250,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 61,467 700,000 SH   SOLE N/A 700,000 0 0
SCORPIO BULKERS INC SHS Y7546A106 8,250 837,536 SH   SOLE N/A 837,536 0 0
SHIP FINANCE INTERNATIONAL L SHS G81075106 4,724 287,500 SH   SOLE N/A 287,500 0 0
SLM CORP COM 78442P106 18,706 710,700 SH   SOLE N/A 710,700 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 21,017 114,000 SH   SOLE N/A 114,000 0 0
STATE STR CORP COM 857477103 8,348 114,000 SH   SOLE N/A 114,000 0 0
T-MOBILE US INC COM 872590104 6,240 186,542 SH   SOLE N/A 186,542 0 0
TALISMAN ENERGY INC COM 87425E103 51,064 4,375,658 SH   SOLE N/A 4,375,658 0 0
VIMPELCOM LTD SPONSORED ADR 92719A106 4,914 379,748 SH   SOLE N/A 379,748 0 0