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
ALCOA INC COM 013817101 12,700 1,000,000 SH   SOLE N/A 1,000,000 0 0
ALLSTATE CORP COM 020002101 14,896 265,000 SH   SOLE N/A 265,000 0 0
AMAZON COM INC COM 023135106 12,782 37,500 SH   SOLE N/A 37,500 0 0
AMAZON COM INC COM 023135106 8,947 26,250 SH   SOLE N/A 26,250 0 0
AVG TECHNOLOGIES N V SHS N07831105 522 25,000 SH   SOLE N/A 25,000 0 0
BANK OF AMERICA CORPORATION COM 060505104 23,443 1,362,200 SH   SOLE N/A 1,362,200 0 0
CATERPILLAR INC DEL COM 149123101 12,812 128,600 SH   SOLE N/A 128,600 0 0
CTC MEDIA INC COM 12642X106 7,428 804,800 SH   SOLE N/A 804,800 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 2,720 350,000 SH   SOLE N/A 350,000 0 0
DISCOVER FINL SVCS COM 254709108 1,518 26,032 SH   SOLE N/A 26,032 0 0
DISNEY WALT CO COM DISNEY 254687106 11,504 143,750 SH   SOLE N/A 143,750 0 0
E M C CORP MASS COM 268648102 27,580 1,000,000 SH   SOLE N/A 1,000,000 0 0
E M C CORP MASS COM 268648102 4,741 171,893 SH   SOLE N/A 171,893 0 0
EBAY INC COM 278642103 9,725 175,000 SH   SOLE N/A 175,000 0 0
FACEBOOK INC CL A 30303M102 10,635 173,150 SH   SOLE N/A 173,150 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 16,524 501,100 SH   SOLE N/A 501,100 0 0
GOOGLE INC CL A 38259P508 22,573 20,000 SH   SOLE N/A 20,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 9,557 271,500 SH   SOLE N/A 271,500 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 1,662 75,054 SH   SOLE N/A 75,054 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 43,252 225,000 SH   SOLE N/A 225,000 0 0
INTERXION HOLDING N.V SHS N47279109 5,150 214,493 SH   SOLE N/A 214,493 0 0
ISHARES MSCI EMG MKT ETF 464287234 18,101 439,247 SH   SOLE N/A 439,247 0 0
JOY GLOBAL INC COM 481165108 7,150 123,787 SH   SOLE N/A 123,787 0 0
JPMORGAN CHASE & CO COM 46625H100 9,528 156,662 SH   SOLE N/A 156,662 0 0
LINKEDIN CORP COM CL A 53578A108 7,555 40,000 SH   SOLE N/A 40,000 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 14,449 550,000 SH   SOLE N/A 550,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,769 81,201 SH   SOLE N/A 81,201 0 0
MADISON SQUARE GARDEN CO CL A 55826P100 2,866 50,000 SH   SOLE N/A 50,000 0 0
MERCADOLIBRE INC COM 58733R102 5,183 54,146 SH   SOLE N/A 54,146 0 0
METLIFE INC COM 59156R108 12,963 245,000 SH   SOLE N/A 245,000 0 0
MGIC INVT CORP WIS COM 552848103 5,176 615,400 SH   SOLE N/A 615,400 0 0
MORGAN STANLEY COM NEW 617446448 10,013 320,000 SH   SOLE N/A 320,000 0 0
NATIONAL BK GREECE S A SPN ADR REP 1 SH 633643705 2,192 400,000 SH   SOLE N/A 400,000 0 0
NAVIOS MARITIME ACQUIS CORP SHS Y62159101 4,688 1,277,288 SH   SOLE N/A 1,277,288 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 90,122 1,024,000 SH   SOLE N/A 1,024,000 0 0
PRICELINE COM INC COM NEW 741503403 12,809 10,625 SH   SOLE N/A 10,625 0 0
SALESFORCE COM INC COM 79466L302 5,668 100,000 SH   SOLE N/A 100,000 0 0
SALESFORCE COM INC COM 79466L302 3,979 70,200 SH   SOLE N/A 70,200 0 0
SCORPIO BULKERS INC SHS Y7546A106 15,113 1,525,000 SH   SOLE N/A 1,525,000 0 0
SHIP FINANCE INTERNATIONAL L SHS G81075106 5,210 287,500 SH   SOLE N/A 287,500 0 0
SLM CORP COM 78442P106 48,659 1,980,412 SH   SOLE N/A 1,980,412 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 45,798 245,000 SH   SOLE N/A 245,000 0 0
STATE STR CORP COM 857477103 19,949 286,000 SH   SOLE N/A 286,000 0 0
T-MOBILE US INC COM 872590104 3,618 110,542 SH   SOLE N/A 110,542 0 0
TALISMAN ENERGY INC COM 87425E103 46,994 4,671,390 SH   SOLE N/A 4,671,390 0 0
TEEKAY TANKERS LTD CL A Y8565N102 927 241,480 SH   SOLE N/A 241,480 0 0
TWITTER INC COM 90184L102 4,693 100,000 SH   SOLE N/A 100,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 15,186 317,764 SH   SOLE N/A 317,764 0 0
VIMPELCOM LTD SPONSORED ADR 92719A106 11,646 1,289,738 SH   SOLE N/A 1,289,738 0 0
WORKDAY INC CL A 98138H101 13,895 150,000 SH   SOLE N/A 150,000 0 0
YAHOO INC COM 984332106 37,830 1,040,000 SH   SOLE N/A 1,040,000 0 0
YAHOO INC COM 984332106 12,049 331,250 SH   SOLE N/A 331,250 0 0
YANDEX N V SHS CLASS A N97284108 9,607 313,750 SH   SOLE N/A 313,750 0 0