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
Estimated average burden
hours per response: 23.8
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
3-D SYS CORP DEL COM NEW 88554D205 4,522 103,000 SH   SOLE   103,000 0 0
51JOB INC SP ADR REP COM 316827104 473 7,000 SH   SOLE   7,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 7,130 500,000 SH Call SOLE   500,000 0 0
ACUITY BRANDS INC COM 00508Y102 13,267 175,677 SH   SOLE   175,677 0 0
AERCAP HOLDINGS NV SHS N00985106 6,094 349,039 SH   SOLE   349,039 0 0
ALBEMARLE CORP COM 012653101 6,970 111,890 SH   SOLE   111,890 0 0
ALLSTATE CORP COM 020002101 9,624 200,000 SH Call SOLE   200,000 0 0
AMDOCS LTD ORD G02602103 1,506 40,600 SH   SOLE   40,600 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 23,870 534,000 SH   SOLE   534,000 0 0
ANADARKO PETE CORP COM 032511107 42,965 500,000 SH   SOLE   500,000 0 0
B/E AEROSPACE INC COM 073302101 11,965 189,676 SH   SOLE   189,676 0 0
BANCORPSOUTH INC COM 059692103 3,203 180,951 SH   SOLE   180,951 0 0
BANK OF AMERICA CORPORATION COM 060505104 9,002 700,000 SH   SOLE   700,000 0 0
BARRICK GOLD CORP COM 067901108 1,181 75,000 SH   SOLE   75,000 0 0
BARRICK GOLD CORP COM 067901108 19,675 1,250,000 SH Call SOLE   1,250,000 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 1,235 50,000 SH   SOLE   50,000 0 0
BUFFALO WILD WINGS INC COM 119848109 5,266 53,601 SH   SOLE   53,601 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,570 25,000 SH   SOLE   25,000 0 0
CARTER INC COM 146229109 7,777 105,000 SH   SOLE   105,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 12,138 1,147,260 SH   SOLE   1,147,260 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,666 60,000 SH   SOLE   60,000 0 0
CITIGROUP INC COM NEW 172967424 10,553 220,000 SH   SOLE   220,000 0 0
COLFAX CORP COM 194014106 4,148 79,600 SH   SOLE   79,600 0 0
COMCAST CORP NEW CL A 20030N101 18,788 450,000 SH Call SOLE   450,000 0 0
CON-WAY INC COM 205944101 6,066 155,698 SH   SOLE   155,698 0 0
COOPER COS INC COM NEW 216648402 7,081 59,479 SH   SOLE   59,479 0 0
COOPER COS INC COM NEW 216648402 15,477 130,000 SH Call SOLE   130,000 0 0
COVANCE INC COM 222816100 1,142 15,000 SH   SOLE   15,000 0 0
CREE INC COM 225447101 638 10,000 SH   SOLE   10,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 581 17,800 SH   SOLE   17,800 0 0
CVB FINL CORP COM 126600105 2,154 183,200 SH   SOLE   183,200 0 0
CVS CAREMARK CORPORATION COM 126650100 2,573 45,000 SH   SOLE   45,000 0 0
CVS CAREMARK CORPORATION COM 126650100 11,436 200,000 SH Call SOLE   200,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 7,168 383,106 SH   SOLE   383,106 0 0
DISCOVER FINL SVCS COM 254709108 1,191 25,000 SH   SOLE   25,000 0 0
DISH NETWORK CORP CL A 25470M109 31,465 740,000 SH   SOLE   740,000 0 0
DISNEY WALT CO COM DISNEY 254687106 9,363 148,260 SH   SOLE   148,260 0 0
DOW CHEM CO COM 260543103 6,507 202,273 SH   SOLE   202,273 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 17,325 330,000 SH Call SOLE   330,000 0 0
EAGLE MATERIALS INC COM 26969P108 6,611 99,763 SH   SOLE   99,763 0 0
EATON CORP PLC SHS G29183103 7,416 112,694 SH   SOLE   112,694 0 0
EBAY INC COM 278642103 1,888 36,500 SH   SOLE   36,500 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 1,184 32,100 SH   SOLE   32,100 0 0
EXONE CO COM 302104104 926 15,000 SH   SOLE   15,000 0 0
FIRST NBC BK HLDG CO COM 32115D106 2,074 85,000 SH   SOLE   85,000 0 0
FIRST NIAGARA FINL GP INC COM 33582V108 1,549 153,848 SH   SOLE   153,848 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 831 107,300 SH   SOLE   107,300 0 0
FLOWSERVE CORP COM 34354P105 7,035 130,248 SH   SOLE   130,248 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 7,735 500,000 SH   SOLE   500,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 46,410 3,000,000 SH Call SOLE   3,000,000 0 0
GENERAL MTRS CO COM 37045V100 21,652 650,000 SH   SOLE   650,000 0 0
GILEAD SCIENCES INC COM 375558103 6,409 125,000 SH   SOLE   125,000 0 0
GOOGLE INC CL A 38259P508 10,072 11,441 SH   SOLE   11,441 0 0
GRAINGER W W INC COM 384802104 6,961 27,604 SH   SOLE   27,604 0 0
GREEN MTN COFFEE ROASTERS IN COM 393122106 5,265 70,000 SH Put SOLE   70,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 33,046 1,068,764 SH   SOLE   1,068,764 0 0
HERBALIFE LTD COM USD SHS G4412G101 22,570 500,000 SH Put SOLE   500,000 0 0
HOME DEPOT INC COM 437076102 4,648 60,000 SH   SOLE   60,000 0 0
HOWARD HUGHES CORP COM 44267D107 14,908 133,000 SH   SOLE   133,000 0 0
INGERSOLL-RAND PLC SHS G47791101 7,090 127,702 SH   SOLE   127,702 0 0
INTELSAT S A COM L5140P101 10,000 500,000 SH   SOLE   500,000 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 1,833 114,798 SH   SOLE   114,798 0 0
ISHARES INC MSCI STH KOR CAP 464286772 7,980 150,000 SH   SOLE   150,000 0 0
ISHARES TR BARCLYS MBS BD 464288588 42,092 50,000 SH Call SOLE   50,000 0 0
ISHARES TR JPMORGAN USD 464288281 10,953 100,000 SH   SOLE   100,000 0 0
ISHARES TR BARCLYS MBS BD 464288588 5,262 400,000 SH Put SOLE   400,000 0 0
ISHARES TR HIGH YLD CORP 464288513 28,173 310,000 SH Put SOLE   310,000 0 0
ISHARES TR US PFD STK IDX 464288687 15,712 400,000 SH Put SOLE   400,000 0 0
ISHARES TR MSCI EMERG MKT 464287234 20,093 521,900 SH   SOLE   521,900 0 0
ISHARES TR MSCI EMERG MKT 464287234 38,500 1,000,000 SH Call SOLE   1,000,000 0 0
ISHARES TR RUSSELL 2000 464287655 145,500 1,500,000 SH Put SOLE   1,500,000 0 0
JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 466090206 72 10,000 SH   SOLE   10,000 0 0
JARDEN CORP COM 471109108 9,625 220,000 SH   SOLE   220,000 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 131 14,500 SH   SOLE   14,500 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 6,723 63,449 SH   SOLE   63,449 0 0
LAS VEGAS SANDS CORP COM 517834107 6,616 125,000 SH   SOLE   125,000 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 11,238 132,197 SH   SOLE   132,197 0 0
LINKEDIN CORP COM CL A 53578A108 7,667 43,000 SH   SOLE   43,000 0 0
LITTELFUSE INC COM 537008104 3,210 43,018 SH   SOLE   43,018 0 0
LOUISIANA PAC CORP COM 546347105 5,532 374,061 SH   SOLE   374,061 0 0
MACYS INC COM 55616P104 5,782 120,467 SH   SOLE   120,467 0 0
MADISON SQUARE GARDEN CO CL A 55826P100 4,444 75,000 SH   SOLE   75,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 2,384 59,062 SH   SOLE   59,062 0 0
MARTIN MARIETTA MATLS INC COM 573284106 6,396 64,990 SH   SOLE   64,990 0 0
MCGRAW HILL FINL INC COM 580645109 2,660 50,000 SH   SOLE   50,000 0 0
MERCK & CO INC NEW COM 58933Y105 232 5,000 SH   SOLE   5,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 8,768 141,373 SH   SOLE   141,373 0 0
MONSANTO CO NEW COM 61166W101 24,700 250,000 SH Put SOLE   250,000 0 0
MORGAN STANLEY COM NEW 617446448 127,891 5,235,004 SH   SOLE   5,235,004 0 0
NATIONAL FINL PARTNERS CORP COM 63607P208 5,695 225,000 SH   SOLE   225,000 0 0
NAVISTAR INTL CORP NEW COM 63934E108 5,741 206,816 SH   SOLE   206,816 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 735 33,200 SH   SOLE   33,200 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 1,001 71,500 SH   SOLE   71,500 0 0
NICE SYS LTD SPONSORED ADR 653656108 258 7,000 SH   SOLE   7,000 0 0
NORDSTROM INC COM 655664100 3,192 53,250 SH   SOLE   53,250 0 0
OLD DOMINION FGHT LINES INC COM 679580100 19,359 465,131 SH   SOLE   465,131 0 0
PACCAR INC COM 693718108 5,058 94,260 SH   SOLE   94,260 0 0
PARKER HANNIFIN CORP COM 701094104 7,223 75,710 SH   SOLE   75,710 0 0
POPULAR INC COM NEW 733174700 2,041 67,200 SH   SOLE   67,200 0 0
POWERSHARES ETF TR II KBW BK PORT 73937B746 2,996 95,000 SH   SOLE   95,000 0 0
PRAXAIR INC COM 74005P104 17,274 150,000 SH Call SOLE   150,000 0 0
PROTO LABS INC COM 743713109 650 10,000 SH   SOLE   10,000 0 0
PRUDENTIAL FINL INC COM 744320102 5,842 80,000 SH   SOLE   80,000 0 0
QLIK TECHNOLOGIES INC COM 74733T105 5,937 210,000 SH   SOLE   210,000 0 0
QUIKSILVER INC COM 74838C106 3,220 500,000 SH   SOLE   500,000 0 0
REALOGY HLDGS CORP COM 75605Y106 6,769 140,909 SH   SOLE   140,909 0 0
REGIONS FINL CORP NEW COM 7591EP100 953 100,000 SH   SOLE   100,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 6,835 104,252 SH   SOLE   104,252 0 0
RYDER SYS INC COM 783549108 3,647 60,000 SH   SOLE   60,000 0 0
SAKS INC COM 79377W108 90,028 6,600,275 SH   SOLE   6,600,275 0 0
SCHEIN HENRY INC COM 806407102 1,344 14,033 SH   SOLE   14,033 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 81,079 4,169,633 SH   SOLE   4,169,633 0 0
SEMGROUP CORP CL A 81663A105 2,693 50,000 SH   SOLE   50,000 0 0
SHERWIN WILLIAMS CO COM 824348106 6,425 36,381 SH   SOLE   36,381 0 0
SILICONWARE PRECISION INDS L SPONSD ADR SPL 827084864 323 51,487 SH   SOLE   51,487 0 0
SOTHEBYS COM 835898107 7,059 186,205 SH   SOLE   186,205 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 9,946 62,000 SH   SOLE   62,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 336,882 2,100,000 SH Put SOLE   2,100,000 0 0
SPDR SERIES TRUST S&P BK ETF 78464A797 14,239 495,777 SH   SOLE   495,777 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 20,138 684,500 SH   SOLE   684,500 0 0
ST JOE CO COM 790148100 9,317 442,600 SH   SOLE   442,600 0 0
STARBUCKS CORP COM 855244109 655 10,000 SH   SOLE   10,000 0 0
STARWOOD PPTY TR INC COM 85571B105 1,856 75,000 SH   SOLE   75,000 0 0
STERICYCLE INC COM 858912108 7,730 70,000 SH Call SOLE   70,000 0 0
STERLING FINL CORP WASH COM NEW 859319303 3,963 166,672 SH   SOLE   166,672 0 0
SUNTRUST BKS INC COM 867914103 1,579 50,000 SH   SOLE   50,000 0 0
SYNOVUS FINL CORP COM 87161C105 32,268 11,050,633 SH   SOLE   11,050,633 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 2,442 62,300 SH   SOLE   62,300 0 0
TIMKEN CO COM 887389104 14,202 252,354 SH   SOLE   252,354 0 0
TOLL BROTHERS INC COM 889478103 3,425 104,965 SH   SOLE   104,965 0 0
TRACTOR SUPPLY CO COM 892356106 14,963 127,292 SH   SOLE   127,292 0 0
TWO HBRS INVT CORP *W EXP 11/07/201 90187B101 2,104 205,300 SH Call SOLE   205,300 0 0
U S AIRWAYS GROUP INC COM 90341W108 7,120 433,595 SH   SOLE   433,595 0 0
UNION PAC CORP COM 907818108 16,892 109,492 SH   SOLE   109,492 0 0
UNITED CONTL HLDGS INC COM 910047109 6,430 205,489 SH   SOLE   205,489 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 244 104,600 SH   SOLE   104,600 0 0
UNITED PARCEL SERVICE INC CL B 911312106 5,621 65,000 SH   SOLE   65,000 0 0
UNITED RENTALS INC COM 911363109 37,773 756,819 SH   SOLE   756,819 0 0
US BANCORP DEL COM NEW 902973304 5,423 150,000 SH   SOLE   150,000 0 0
WATSCO INC COM 942622200 6,728 80,132 SH   SOLE   80,132 0 0
WHIRLPOOL CORP COM 963320106 572 5,000 SH   SOLE   5,000 0 0
WHIRLPOOL CORP COM 963320106 8,005 70,000 SH Call SOLE   70,000 0 0
WILSHIRE BANCORP INC COM 97186T108 1,795 271,200 SH   SOLE   271,200 0 0
YINGLI GREEN ENERGY HLDG CO ADR 98584B103 205 63,300 SH   SOLE   63,300 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 393 26,600 SH   SOLE   26,600 0 0