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 8,264 140,000 SH   SOLE N/A 140,000 0 0
AMAZON COM INC COM 023135106 12,692 39,305 SH   SOLE N/A 39,305 0 0
AUTOLIV INC COM 052800109 5,319 50,000 SH   SOLE N/A 50,000 0 0
BANK OF AMERICA CORPORATION COM 060505104 11,100 722,200 SH   SOLE N/A 722,200 0 0
CAPITAL ONE FINL CORP COM 14040H105 12,437 150,000 SH   SOLE N/A 150,000 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 3,916 550,000 SH   SOLE N/A 550,000 0 0
DISNEY WALT CO COM DISNEY 254687106 6,958 81,250 SH   SOLE N/A 81,250 0 0
DORIAN LPG LTD SHS USD Y2106R110 8,985 374,827 SH   SOLE N/A 374,827 0 0
EATON CORP PLC SHS G29183103 7,708 100,000 SH   SOLE N/A 100,000 0 0
EBAY INC COM 278642103 73,556 1,470,831 SH   SOLE N/A 1,470,831 0 0
FIFTH THIRD BANCORP COM 316773100 7,455 350,000 SH   SOLE N/A 350,000 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 35,810 1,000,000 SH   SOLE N/A 1,000,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 4,095 68,750 SH   SOLE N/A 68,750 0 0
GOOGLE INC CL A 38259P508 11,697 20,000 SH   SOLE N/A 20,000 0 0
GOOGLE INC CL C 38259P706 32,349 56,150 SH   SOLE N/A 56,150 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 22,196 620,343 SH   SOLE N/A 620,343 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 42,950 237,500 SH   SOLE N/A 237,500 0 0
INTERXION HOLDING N.V SHS N47279109 5,796 211,393 SH   SOLE N/A 211,393 0 0
JOY GLOBAL INC COM 481165108 7,665 123,787 SH   SOLE N/A 123,787 0 0
JPMORGAN CHASE & CO COM 46625H100 9,642 167,662 SH   SOLE N/A 167,662 0 0
MERCADOLIBRE INC COM 58733R102 29,281 304,788 SH   SOLE N/A 304,788 0 0
NATIONAL BK GREECE S A SPN ADR REP 1 SH 633643705 1,464 400,000 SH   SOLE N/A 400,000 0 0
NAVIENT CORP COM 63938C108 71,024 3,999,116 SH   SOLE N/A 3,999,116 0 0
NAVIOS MARITIME ACQUIS CORP SHS Y62159101 4,397 1,178,732 SH   SOLE N/A 1,178,732 0 0
NETAPP INC COM 64110D104 12,141 329,828 SH   SOLE N/A 329,828 0 0
NIKE INC CL B 654106103 8,163 105,772 SH   SOLE N/A 105,772 0 0
NOW INC COM 67011P100 15,112 414,358 SH   SOLE N/A 414,358 0 0
NXP SEMICONDUCTORS N V COM N6596X109 9,570 145,000 SH   SOLE N/A 145,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 89,148 950,000 SH   SOLE N/A 950,000 0 0
RALPH LAUREN CORP CL A 751212101 18,025 113,288 SH   SOLE N/A 113,288 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 4,753 243,369 SH   SOLE N/A 243,369 0 0
SHIP FINANCE INTERNATIONAL L SHS G81075106 5,330 287,500 SH   SOLE N/A 287,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 63,612 325,000 SH   SOLE N/A 325,000 0 0
STATE STR CORP COM 857477103 22,160 331,000 SH   SOLE N/A 331,000 0 0
TALISMAN ENERGY INC COM 87425E103 64,391 6,097,660 SH   SOLE N/A 6,097,660 0 0
VIMPELCOM LTD SPONSORED ADR 92719A106 9,053 1,084,238 SH   SOLE N/A 1,084,238 0 0
VMWARE INC CL A COM 928563402 15,334 158,607 SH   SOLE N/A 158,607 0 0
YAHOO INC COM 984332106 103,161 2,950,833 SH   SOLE N/A 2,950,833 0 0