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

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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
ALLY FINL INC COM 02005N100 9,274 495,415 SH   SOLE   495,415 0 0
CHENIERE ENERGY INC COM NEW 16411R208 11,850 350,304 SH   SOLE   350,304 0 0
CHENIERE ENERGY INC COM NEW 16411R208 16,915 500,000 SH Call SOLE   500,000 0 0
DEERE & CO COM 244199105 49,419 641,900 SH Put SOLE   641,900 0 0
MARATHON PETE CORP COM 56585A102 13,013 350,000 SH Call SOLE   350,000 0 0
ISHARES MSCI STH KOR ETF 464286772 26,410 500,000 SH Put SOLE   500,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100 16,113 570,000 SH Put SOLE   570,000 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 44,810 1,000,000 SH Put SOLE   1,000,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 102,760 500,000 SH Put SOLE   500,000 0 0
STRAIGHT PATH COMMUNICATNS I CL B 862578101 1,685 54,331 SH   SOLE   54,331 0 0
WESTMORELAND COAL CO COM 960878106 5,278 732,061 SH   SOLE   732,061 0 0