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
AERCAP HOLDINGS NV SHS N00985106 8,311 214,103 SH   SOLE   214,103 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 982 15,596 SH   SOLE   15,596 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,908 37,600 SH   SOLE   37,600 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 2,801 50,000 SH   SOLE   50,000 0 0
ANADARKO PETE CORP COM 032511107 1,757 21,300 SH   SOLE   21,300 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 12,615 1,450,000 SH Call SOLE   1,450,000 0 0
AVOLON HLDGS LTD COM G52237107 1,980 100,000 SH   SOLE   100,000 0 0
BANK AMER CORP COM 060505104 4,177 233,500 SH   SOLE   233,500 0 0
BANK NEW YORK MELLON CORP COM 064058100 4,921 121,300 SH   SOLE   121,300 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06742E711 58,294 1,850,000 SH Put SOLE   1,850,000 0 0
BELMOND LTD CL A G1154H107 1,546 125,000 SH   SOLE   125,000 0 0
BEST BUY INC COM 086516101 38,980 1,000,000 SH Call SOLE   1,000,000 0 0
BEST BUY INC COM 086516101 46,386 1,190,000 SH   SOLE   1,190,000 0 0
BITAUTO HLDGS LTD SPONSORED ADS 091727107 2,373 33,700 SH   SOLE   33,700 0 0
BROADCOM CORP CL A 111320107 10,833 250,000 SH   SOLE   250,000 0 0
CAREFUSION CORP COM 14170T101 1,785 30,087 SH   SOLE   30,087 0 0
CATERPILLAR INC DEL COM 149123101 9,153 100,000 SH Put SOLE   100,000 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 1,900 32,300 SH   SOLE   32,300 0 0
CIENA CORP COM NEW 171779309 2,912 150,000 SH   SOLE   150,000 0 0
CITIGROUP INC COM NEW 172967424 4,150 76,700 SH   SOLE   76,700 0 0
CITRIX SYS INC COM 177376100 6,380 100,000 SH   SOLE   100,000 0 0
COACH INC COM 189754104 5,258 140,000 SH   SOLE   140,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 9,216 175,000 SH   SOLE   175,000 0 0
COLONY FINL INC COM 19624R106 3,454 145,000 SH   SOLE   145,000 0 0
COMCAST CORP NEW CL A 20030N101 145,025 2,500,000 SH Call SOLE   2,500,000 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 690 138,900 SH   SOLE   138,900 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 961 100,500 SH   SOLE   100,500 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,454 25,000 SH   SOLE   25,000 0 0
D R HORTON INC COM 23331A109 1,434 56,694 SH   SOLE   56,694 0 0
DISH NETWORK CORP CL A 25470M109 16,710 229,254 SH   SOLE   229,254 0 0
DISNEY WALT CO COM DISNEY 254687106 2,082 22,100 SH   SOLE   22,100 0 0
DRESSER-RAND GROUP INC COM 261608103 3,428 41,904 SH   SOLE   41,904 0 0
EOG RES INC COM 26875P101 2,440 26,500 SH   SOLE   26,500 0 0
FEDERATED INVS INC PA CL B 314211103 1,647 50,000 SH   SOLE   50,000 0 0
FIRST NBC BK HLDG CO COM 32115D106 2,992 85,000 SH   SOLE   85,000 0 0
FOOT LOCKER INC COM 344849104 15,581 277,332 SH   SOLE   277,332 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 2,201 75,000 SH   SOLE   75,000 0 0
GENERAL MTRS CO COM 37045V100 43,428 1,244,000 SH   SOLE   1,244,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 29,490 1,000,000 SH   SOLE   1,000,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 6,001 230,000 SH   SOLE   230,000 0 0
HOMEAWAY INC COM 43739Q100 5,360 180,000 SH   SOLE   180,000 0 0
HOWARD HUGHES CORP COM 44267D107 3,637 27,884 SH   SOLE   27,884 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 9,119 150,000 SH Call SOLE   150,000 0 0
INFOBLOX INC COM 45672H104 6,265 310,000 SH   SOLE   310,000 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 4,741 162,592 SH   SOLE   162,592 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 3,991 18,200 SH   SOLE   18,200 0 0
JPMORGAN CHASE & CO COM 46625H100 4,205 67,200 SH   SOLE   67,200 0 0
KINDER MORGAN INC DEL COM 49456B101 42,310 1,000,000 SH Call SOLE   1,000,000 0 0
LA QUINTA HLDGS INC COM 50420D108 2,978 135,000 SH   SOLE   135,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 1,240 24,700 SH   SOLE   24,700 0 0
MACYS INC COM 55616P104 16,043 244,000 SH   SOLE   244,000 0 0
MARATHON PETE CORP COM 56585A102 1,868 20,700 SH   SOLE   20,700 0 0
MARKET VECTORS ETF TR RUSSIA ETF 57060U506 7,315 500,000 SH Put SOLE   500,000 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 1,838 100,000 SH   SOLE   100,000 0 0
MCDONALDS CORP COM 580135101 1,874 20,000 SH Call SOLE   20,000 0 0
MCDONALDS CORP COM 580135101 6,559 70,000 SH   SOLE   70,000 0 0
MGIC INVT CORP WIS COM 552848103 1,398 150,000 SH   SOLE   150,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 4,506 60,000 SH   SOLE   60,000 0 0
MICHAELS COS INC COM 59408Q106 16,166 653,700 SH   SOLE   653,700 0 0
MICRON TECHNOLOGY INC COM 595112103 3,760 107,400 SH   SOLE   107,400 0 0
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 1,431 54,200 SH   SOLE   54,200 0 0
MONDELEZ INTL INC CL A 609207105 6,357 175,000 SH   SOLE   175,000 0 0
MORGAN STANLEY COM NEW 617446448 21,494 553,959 SH   SOLE   553,959 0 0
NASDAQ OMX GROUP INC COM 631103108 6,388 133,200 SH   SOLE   133,200 0 0
NETAPP INC COM 64110D104 2,487 60,000 SH   SOLE   60,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 1,372 67,200 SH   SOLE   67,200 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 1,277 100,000 SH   SOLE   100,000 0 0
NIKE INC CL B 654106103 12,500 130,000 SH   SOLE   130,000 0 0
PANDORA MEDIA INC COM 698354107 7,132 400,000 SH   SOLE   400,000 0 0
PANERA BREAD CO CL A 69840W108 9,264 53,000 SH   SOLE   53,000 0 0
PARAMOUNT GROUP INC COM 69924R108 6,001 322,800 SH   SOLE   322,800 0 0
PEPSICO INC COM 713448108 3,546 37,500 SH   SOLE   37,500 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 13,615 1,865,000 SH Call SOLE   1,865,000 0 0
POSCO SPONSORED ADR 693483109 670 10,500 SH   SOLE   10,500 0 0
PROTECTIVE LIFE CORP COM 743674103 10,593 152,082 SH   SOLE   152,082 0 0
PVH CORP COM 693656100 3,204 25,000 SH   SOLE   25,000 0 0
RANGE RES CORP COM 75281A109 1,609 30,100 SH   SOLE   30,100 0 0
REGIONS FINL CORP NEW COM 7591EP100 4,888 462,900 SH   SOLE   462,900 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 1,236 15,000 SH   SOLE   15,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 19,883 804,000 SH   SOLE   804,000 0 0
SHUTTERFLY INC COM 82568P304 14,918 357,800 SH   SOLE   357,800 0 0
SIGMA ALDRICH CORP COM 826552101 4,212 30,687 SH   SOLE   30,687 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 34,074 300,000 SH Put SOLE   300,000 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 5,291 130,000 SH   SOLE   130,000 0 0
SPRINGLEAF HLDGS INC COM 85172J101 5,733 158,503 SH   SOLE   158,503 0 0
ST JOE CO COM 790148100 5,197 282,600 SH   SOLE   282,600 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 8,512 105,000 SH   SOLE   105,000 0 0
STRATEGIC HOTELS & RESORTS I COM 86272T106 1,918 145,000 SH   SOLE   145,000 0 0
SYNCHRONY FINL COM 87165B103 5,950 200,000 SH   SOLE   200,000 0 0
SYNOVUS FINL CORP COM NEW 87161C501 9,483 350,042 SH   SOLE   350,042 0 0
TARGET CORP COM 87612E106 57,661 759,600 SH   SOLE   759,600 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 748 42,300 SH   SOLE   42,300 0 0
TESORO CORP COM 881609101 2,639 35,500 SH   SOLE   35,500 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 1,121 19,500 SH   SOLE   19,500 0 0
TOLL BROTHERS INC COM 889478103 6,854 200,000 SH Call SOLE   200,000 0 0
TOTAL SYS SVCS INC COM 891906109 5,301 156,100 SH   SOLE   156,100 0 0
TRIPADVISOR INC COM 896945201 3,733 50,000 SH   SOLE   50,000 0 0
TRW AUTOMOTIVE HLDGS CORP COM 87264S106 1,440 13,999 SH   SOLE   13,999 0 0
TYSON FOODS INC CL A 902494103 4,811 120,000 SH   SOLE   120,000 0 0
ULTRAPETROL BAHAMAS LTD COM P94398107 138 64,270 SH   SOLE   64,270 0 0
UMPQUA HLDGS CORP COM 904214103 3,002 176,461 SH   SOLE   176,461 0 0
UNITED CONTL HLDGS INC COM 910047109 44,020 658,100 SH   SOLE   658,100 0 0
VALERO ENERGY CORP NEW COM 91913Y100 49,500 1,000,000 SH Call SOLE   1,000,000 0 0
VOYA FINL INC COM 929089100 13,104 309,200 SH   SOLE   309,200 0 0
WAL-MART STORES INC COM 931142103 118,961 1,385,200 SH   SOLE   1,385,200 0 0
WCI CMNTYS INC COM PAR $0.01 92923C807 3,613 184,511 SH   SOLE   184,511 0 0
WELLS FARGO & CO NEW COM 949746101 4,934 90,000 SH   SOLE   90,000 0 0
WENDYS CO COM 95058W100 4,064 450,000 SH   SOLE   450,000 0 0
WHITEWAVE FOODS CO COM 966244105 8,223 235,000 SH   SOLE   235,000 0 0
WILSHIRE BANCORP INC COM 97186T108 1,551 153,117 SH   SOLE   153,117 0 0
WYNN RESORTS LTD COM 983134107 41,653 280,000 SH Call SOLE   280,000 0 0
YAHOO INC COM 984332106 9,092 180,000 SH   SOLE   180,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 2,267 85,663 SH   SOLE   85,663 0 0
ZIONS BANCORPORATION COM 989701107 4,989 175,000 SH   SOLE   175,000 0 0
ZOES KITCHEN INC COM 98979J109 2,991 100,000 SH   SOLE   100,000 0 0