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
ACTIVISION BLIZZARD INC COM 00507V109 818 40,000 SH   SOLE   40,000 0 0
AERCAP HOLDINGS NV SHS N00985106 6,924 164,103 SH   SOLE   164,103 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 3,355 60,000 SH Call SOLE   60,000 0 0
ALCOA INC COM 013817101 3,861 300,000 SH Put SOLE   300,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 4,121 79,000 SH   SOLE   79,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 1,048 35,000 SH   SOLE   35,000 0 0
AMBEV SA SPONSORED ADR 02319V103 11,563 1,560,500 SH   SOLE   1,560,500 0 0
AMDOCS LTD SHS G02602103 2,788 60,000 SH   SOLE   60,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 4,941 135,000 SH   SOLE   135,000 0 0
AMERICAN EXPRESS CO COM 025816109 9,003 100,000 SH Call SOLE   100,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 10,002 200,000 SH Call SOLE   200,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 27,200 543,900 SH   SOLE   543,900 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 6,993 409,400 SH   SOLE   409,400 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 24,766 1,450,000 SH Call SOLE   1,450,000 0 0
APPLE INC COM 037833100 34,888 65,000 SH Put SOLE   65,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 2,170 50,000 SH   SOLE   50,000 0 0
ASSURED GUARANTY LTD COM G0585R106 2,532 100,000 SH   SOLE   100,000 0 0
BALLY TECHNOLOGIES INC COM 05874B107 12,591 190,000 SH   SOLE   190,000 0 0
BANK OF AMERICA CORPORATION COM 060505104 50,886 2,958,500 SH   SOLE   2,958,500 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06742E711 15,806 375,000 SH   SOLE   375,000 0 0
BIOGEN IDEC INC COM 09062X103 3,059 10,000 SH   SOLE   10,000 0 0
BRINKER INTL INC COM 109641100 11,277 215,000 SH   SOLE   215,000 0 0
BRUNSWICK CORP COM 117043109 1,359 30,000 SH   SOLE   30,000 0 0
BUFFALO WILD WINGS INC COM 119848109 1,489 10,000 SH   SOLE   10,000 0 0
CAMECO CORP COM 13321L108 1,031 45,000 SH   SOLE   45,000 0 0
CARDINAL HEALTH INC COM 14149Y108 3,499 50,000 SH   SOLE   50,000 0 0
CARLISLE COS INC COM 142339100 2,777 35,000 SH   SOLE   35,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 303 24,000 SH   SOLE   24,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 5,681 10,000 SH Call SOLE   10,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 9,941 17,500 SH   SOLE   17,500 0 0
CITIGROUP INC COM NEW 172967424 1,856 39,000 SH   SOLE   39,000 0 0
CITIGROUP INC COM NEW 172967424 11,900 250,000 SH Call SOLE   250,000 0 0
COLONY FINL INC COM 19624R106 2,195 100,000 SH   SOLE   100,000 0 0
COMCAST CORP NEW CL A 20030N101 20,016 400,000 SH   SOLE   400,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 11,313 900,000 SH   SOLE   900,000 0 0
CORNING INC COM 219350105 1,041 50,000 SH   SOLE   50,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 202 4,000 SH   SOLE   4,000 0 0
CUMMINS INC COM 231021106 5,960 40,000 SH   SOLE   40,000 0 0
D R HORTON INC COM 23331A109 3,964 183,100 SH   SOLE   183,100 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 2,410 35,000 SH   SOLE   35,000 0 0
DISCOVER FINL SVCS COM 254709108 2,502 43,000 SH   SOLE   43,000 0 0
DISH NETWORK CORP CL A 25470M109 62,210 1,000,000 SH   SOLE   1,000,000 0 0
DISNEY WALT CO COM DISNEY 254687106 4,796 59,900 SH   SOLE   59,900 0 0
DOLLAR TREE INC COM 256746108 9,394 180,022 SH   SOLE   180,022 0 0
EASTMAN CHEM CO COM 277432100 3,017 35,000 SH   SOLE   35,000 0 0
EATON CORP PLC SHS G29183103 2,254 30,000 SH   SOLE   30,000 0 0
ESSENT GROUP LTD COM G3198U102 898 40,000 SH   SOLE   40,000 0 0
FIRST NBC BK HLDG CO COM 32115D106 2,963 85,000 SH   SOLE   85,000 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 245 26,500 SH   SOLE   26,500 0 0
FOSTER WHEELER AG COM H27178104 5,933 183,017 SH   SOLE   183,017 0 0
GARMIN LTD SHS H2906T109 829 15,000 SH   SOLE   15,000 0 0
GENERAL DYNAMICS CORP COM 369550108 1,765 16,200 SH   SOLE   16,200 0 0
GENERAL MTRS CO COM 37045V100 40,444 1,175,000 SH   SOLE   1,175,000 0 0
GILEAD SCIENCES INC COM 375558103 3,543 50,000 SH   SOLE   50,000 0 0
GILEAD SCIENCES INC COM 375558103 4,252 60,000 SH Call SOLE   60,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 12,289 75,000 SH Call SOLE   75,000 0 0
GRAINGER W W INC COM 384802104 8,843 35,000 SH Call SOLE   35,000 0 0
GREENBRIER COS INC COM 393657101 1,368 30,000 SH   SOLE   30,000 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 1,066 25,800 SH   SOLE   25,800 0 0
HALLIBURTON CO COM 406216101 3,386 57,500 SH   SOLE   57,500 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 58,118 1,647,800 SH   SOLE   1,647,800 0 0
HCA HOLDINGS INC COM 40412C101 4,725 90,000 SH   SOLE   90,000 0 0
HCA HOLDINGS INC COM 40412C101 7,875 150,000 SH Call SOLE   150,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 3,269 125,000 SH   SOLE   125,000 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 6,660 250,000 SH   SOLE   250,000 0 0
HOME DEPOT INC COM 437076102 13,128 165,900 SH   SOLE   165,900 0 0
HOWARD HUGHES CORP COM 44267D107 1,582 11,084 SH   SOLE   11,084 0 0
ICON PLC SHS G4705A100 713 15,000 SH   SOLE   15,000 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 3,523 162,592 SH   SOLE   162,592 0 0
INTERNATIONAL GAME TECHNOLOG COM 459902102 2,109 150,000 SH Call SOLE   150,000 0 0
INTERNATIONAL GAME TECHNOLOG COM 459902102 2,461 175,000 SH   SOLE   175,000 0 0
ISHARES MSCI ISR CAP ETF 464286632 216 4,100 SH   SOLE   4,100 0 0
ISHARES MSCI SPAN CP ETF 464286764 228 5,600 SH   SOLE   5,600 0 0
ISHARES MSCI PAC JP ETF 464286665 236 4,900 SH   SOLE   4,900 0 0
ISHARES JP MOR EM MK ETF 464288281 390 3,500 SH   SOLE   3,500 0 0
ISHARES MSCI CDA ETF 464286509 358 12,100 SH   SOLE   12,100 0 0
ISHARES MSCI EMG MKT ETF 464287234 517 12,600 SH   SOLE   12,600 0 0
ISHARES MSCI ITALCPD ETF 464286855 232 13,100 SH   SOLE   13,100 0 0
ISHARES MSCI MALAYSI ETF 464286830 214 13,700 SH   SOLE   13,700 0 0
ISHARES MSCI TAIWAN ETF 464286731 226 15,700 SH   SOLE   15,700 0 0
ISHARES MSCI BRZ CAP ETF 464286400 6,368 141,400 SH   SOLE   141,400 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 235 15,800 SH   SOLE   15,800 0 0
JOHNSON CTLS INC COM 478366107 2,603 55,000 SH   SOLE   55,000 0 0
JPMORGAN CHASE & CO COM 46625H100 15,178 250,000 SH Call SOLE   250,000 0 0
JUNIPER NETWORKS INC COM 48203R104 8,372 325,000 SH   SOLE   325,000 0 0
KROGER CO COM 501044101 37,701 863,700 SH Call SOLE   863,700 0 0
LAS VEGAS SANDS CORP COM 517834107 6,462 80,000 SH   SOLE   80,000 0 0
LAS VEGAS SANDS CORP COM 517834107 10,098 125,000 SH Call SOLE   125,000 0 0
LAUDER ESTEE COS INC CL A 518439104 5,016 75,000 SH Call SOLE   75,000 0 0
LENNOX INTL INC COM 526107107 1,364 15,000 SH   SOLE   15,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 729 8,200 SH   SOLE   8,200 0 0
M & T BK CORP COM 55261F104 3,033 25,000 SH   SOLE   25,000 0 0
MARATHON PETE CORP COM 56585A102 47,121 541,377 SH   SOLE   541,377 0 0
MARKET VECTORS ETF TR SEMICONDUCTOR 57060U233 1,177 25,800 SH   SOLE   25,800 0 0
MCDONALDS CORP COM 580135101 9,803 100,000 SH   SOLE   100,000 0 0
METLIFE INC COM 59156R108 5,280 100,000 SH Call SOLE   100,000 0 0
MGIC INVT CORP WIS COM 552848103 2,556 300,000 SH Call SOLE   300,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 3,879 150,000 SH   SOLE   150,000 0 0
MICROSOFT CORP COM 594918104 5,124 125,000 SH   SOLE   125,000 0 0
MONDELEZ INTL INC CL A 609207105 4,492 130,000 SH   SOLE   130,000 0 0
MONSANTO CO NEW COM 61166W101 11,377 100,000 SH Call SOLE   100,000 0 0
MORGAN STANLEY COM NEW 617446448 68,574 2,200,000 SH Call SOLE   2,200,000 0 0
MORGAN STANLEY COM NEW 617446448 222,030 7,123,180 SH   SOLE   7,123,180 0 0
NATIONAL OILWELL VARCO INC COM 637071101 3,115 40,000 SH   SOLE   40,000 0 0
NEW RESIDENTIAL INVT CORP COM 64828T102 1,294 200,000 SH   SOLE   200,000 0 0
NOKIA CORP SPONSORED ADR 654902204 29,360 4,000,000 SH Call SOLE   4,000,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 294 5,000 SH   SOLE   5,000 0 0
ORIENT-EXPRESS HOTELS LTD CL A G67743107 6,818 473,109 SH   SOLE   473,109 0 0
PALL CORP COM 696429307 2,684 30,000 SH   SOLE   30,000 0 0
PAN AMERICAN SILVER CORP COM 697900108 257 20,000 SH   SOLE   20,000 0 0
PANERA BREAD CO CL A 69840W108 5,294 30,000 SH   SOLE   30,000 0 0
PFIZER INC COM 717081103 3,212 100,000 SH   SOLE   100,000 0 0
PHILLIPS 66 COM 718546104 49,186 638,280 SH   SOLE   638,280 0 0
PNC FINL SVCS GROUP INC COM 693475105 6,960 80,000 SH   SOLE   80,000 0 0
POPULAR INC COM NEW 733174700 2,083 67,200 SH   SOLE   67,200 0 0
PROSHARES TR ULTSH NASD BIOT 74347B409 891 50,000 SH   SOLE   50,000 0 0
PRUDENTIAL FINL INC COM 744320102 8,465 100,000 SH Call SOLE   100,000 0 0
PVH CORP COM 693656100 3,119 25,000 SH   SOLE   25,000 0 0
QUIKSILVER INC COM 74838C106 18,775 2,500,000 SH   SOLE   2,500,000 0 0
QUINTILES TRANSNATIO HLDGS I COM 74876Y101 254 5,000 SH   SOLE   5,000 0 0
REGIONS FINL CORP NEW COM 7591EP100 8,013 721,200 SH   SOLE   721,200 0 0
ROCKWELL COLLINS INC COM 774341101 1,243 15,600 SH   SOLE   15,600 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 6,585 120,696 SH   SOLE   120,696 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 10,234 425,000 SH   SOLE   425,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 1,990 72,800 SH   SOLE   72,800 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 24,937 1,116,242 SH   SOLE   1,116,242 0 0
SNAP ON INC COM 833034101 2,270 20,000 SH   SOLE   20,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 35,064 187,500 SH   SOLE   187,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 37,402 200,000 SH Put SOLE   200,000 0 0
SPDR SERIES TRUST S&P BK ETF 78464A797 4,766 140,000 SH   SOLE   140,000 0 0
SPRINGLEAF HLDGS INC COM 85172J101 4,180 166,203 SH   SOLE   166,203 0 0
ST JOE CO COM 790148100 8,520 442,600 SH   SOLE   442,600 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 13,134 165,000 SH   SOLE   165,000 0 0
STERLING FINL CORP WASH COM NEW 859319303 3,919 117,572 SH   SOLE   117,572 0 0
SYNOVUS FINL CORP COM 87161C105 5,280 1,557,400 SH   SOLE   1,557,400 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 330 16,500 SH   SOLE   16,500 0 0
TATA MTRS LTD SPONSORED ADR 876568502 212 6,000 SH   SOLE   6,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 4,672 77,603 SH   SOLE   77,603 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 312 5,900 SH   SOLE   5,900 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 4,834 186,220 SH   SOLE   186,220 0 0
TIME WARNER CABLE INC COM 88732J207 51,443 375,000 SH   SOLE   375,000 0 0
TOLL BROTHERS INC COM 889478103 2,480 69,094 SH   SOLE   69,094 0 0
TOTAL SYS SVCS INC COM 891906109 6,064 199,400 SH   SOLE   199,400 0 0
TOWERS WATSON & CO CL A 891894107 684 6,000 SH   SOLE   6,000 0 0
TRANSDIGM GROUP INC COM 893641100 1,815 9,800 SH   SOLE   9,800 0 0
TYCO INTERNATIONAL LTD SHS H89128104 3,307 78,000 SH   SOLE   78,000 0 0
UNITED CONTL HLDGS INC COM 910047109 4,909 110,000 SH   SOLE   110,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 7,304 75,000 SH Call SOLE   75,000 0 0
UNITED RENTALS INC COM 911363109 2,848 30,000 SH   SOLE   30,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 2,921 25,000 SH   SOLE   25,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 55,407 1,043,442 SH   SOLE   1,043,442 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 284 7,000 SH   SOLE   7,000 0 0
VARIAN MED SYS INC COM 92220P105 2,688 32,000 SH   SOLE   32,000 0 0
VISTEON CORP COM NEW 92839U206 17,688 200,000 SH   SOLE   200,000 0 0
VULCAN MATLS CO COM 929160109 1,595 24,000 SH   SOLE   24,000 0 0
WATSCO INC COM 942622200 1,499 15,000 SH   SOLE   15,000 0 0
WCI CMNTYS INC COM PAR $0.01 92923C807 3,993 202,100 SH   SOLE   202,100 0 0
WELLS FARGO & CO NEW COM 949746101 5,223 105,000 SH   SOLE   105,000 0 0
WESTERN REFNG INC COM 959319104 467 12,100 SH   SOLE   12,100 0 0
WILSHIRE BANCORP INC COM 97186T108 2,699 243,117 SH   SOLE   243,117 0 0
WYNN RESORTS LTD COM 983134107 4,998 22,500 SH   SOLE   22,500 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 3,009 96,563 SH   SOLE   96,563 0 0
YUM BRANDS INC COM 988498101 15,078 200,000 SH Call SOLE   200,000 0 0
YUM BRANDS INC COM 988498101 16,586 220,000 SH   SOLE   220,000 0 0