The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 19,687 | 291,828 | SH | SOLE | 291,828 | 0 | 0 | ||
| ANADARKO PETE CORP | COM | 032511107 | 7,932 | 180,936 | SH | SOLE | 180,936 | 0 | 0 | ||
| BEACON ROOFING SUPPLY INC | COM | 073685109 | 5,564 | 175,425 | SH | SOLE | 175,425 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 29,331 | 2,688,474 | SH | SOLE | 2,688,474 | 0 | 0 | ||
| CAMBREX CORP | COM | 132011107 | 1,439 | 38,100 | SH | Put | SOLE | 38,100 | 0 | 0 | |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 5,265 | 56,800 | SH | SOLE | 56,800 | 0 | 0 | ||
| DOLBY LABORATORIES INC | COM | 25659T107 | 6,399 | 103,494 | SH | SOLE | 103,494 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 5,408 | 147,301 | SH | SOLE | 147,301 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 5,366 | 61,533 | SH | SOLE | 61,533 | 0 | 0 | ||
| FULLER H B CO | COM | 359694106 | 5,908 | 138,455 | SH | SOLE | 138,455 | 0 | 0 | ||
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 16,507 | 758,577 | SH | SOLE | 758,577 | 0 | 0 | ||
| HASBRO INC | COM | 418056107 | 4,469 | 55,000 | SH | Call | SOLE | 55,000 | 0 | 0 | |
| HASBRO INC | COM | 418056107 | 6,566 | 80,805 | SH | SOLE | 80,805 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 4,511 | 146,911 | SH | SOLE | 146,911 | 0 | 0 | ||
| NII HLDGS INC | COM PAR | 62913F508 | 6,138 | 1,391,573 | SH | SOLE | 1,391,573 | 0 | 0 | ||
| OFFICE DEPOT INC | COM | 676220106 | 536 | 207,663 | SH | SOLE | 207,663 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 18,771 | 933,430 | SH | SOLE | 933,430 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 1,036 | 23,552 | SH | SOLE | 23,552 | 0 | 0 | ||
| RENT A CTR INC NEW | COM | 76009N100 | 1,685 | 104,100 | SH | Put | SOLE | 104,100 | 0 | 0 | |
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 9,130 | 219,845 | SH | SOLE | 219,845 | 0 | 0 | ||
| STARS GROUP INC | COM | 85570W100 | 54,089 | 3,274,163 | SH | SOLE | 3,274,163 | 0 | 0 | ||
| STARS GROUP INC | COM | 85570W100 | 4,679 | 207,600 | SH | Call | SOLE | 207,600 | 0 | 0 | |
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 1,881 | 20,100 | SH | SOLE | 20,100 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 26,550 | 179,050 | SH | SOLE | 179,050 | 0 | 0 | ||
| WHITING PETE CORP NEW | COM NEW | 966387409 | 3,822 | 168,481 | SH | SOLE | 168,481 | 0 | 0 | ||
| WPX ENERGY INC | COM | 98212B103 | 31,303 | 2,757,936 | SH | SOLE | 2,757,936 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 5,033 | 375,900 | SH | Call | SOLE | 375,900 | 0 | 0 | |