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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,047 20,837 SH   SOLE   20,837 0 0
ACTIVISION BLIZZARD INC COM 00507V109 5,001 161,883 SH   SOLE   161,883 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,949 50,000 SH Put SOLE   50,000 0 0
ALTRIA GROUP INC COM 02209S103 1,632 30,000 SH   SOLE   30,000 0 0
AMAZON COM INC COM 023135106 6,122 11,960 SH   SOLE   11,960 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 2,841 50,000 SH   SOLE   50,000 0 0
ARAMARK COM 03852U106 741 25,000 SH   SOLE   25,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 10,822 123,000 SH Put SOLE   123,000 0 0
BANK AMER CORP COM 060505104 119,252 7,654,169 SH   SOLE   7,654,169 0 0
BANK NEW YORK MELLON CORP COM 064058100 2,936 75,000 SH   SOLE   75,000 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06742E711 12,815 500,000 SH Put SOLE   500,000 0 0
BARRICK GOLD CORP COM 067901108 12,345 1,941,000 SH   SOLE   1,941,000 0 0
BEST BUY INC COM 086516101 2,227 60,000 SH   SOLE   60,000 0 0
BLOOMIN BRANDS INC COM 094235108 7,883 433,612 SH   SOLE   433,612 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 2,909 162,400 SH   SOLE   162,400 0 0
BROADCOM CORP CL A 111320107 11,572 225,000 SH   SOLE   225,000 0 0
BUFFALO WILD WINGS INC COM 119848109 1,934 10,000 SH   SOLE   10,000 0 0
BURLINGTON STORES INC COM 122017106 6,360 124,599 SH   SOLE   124,599 0 0
CHEESECAKE FACTORY INC COM 163072101 7,285 135,000 SH   SOLE   135,000 0 0
CISCO SYS INC COM 17275R102 5,249 200,000 SH   SOLE   200,000 0 0
CITIGROUP INC COM NEW 172967424 10,927 220,248 SH   SOLE   220,248 0 0
CONSTELLATION BRANDS INC CL A 21036P108 9,391 75,000 SH   SOLE   75,000 0 0
D R HORTON INC COM 23331A109 58,548 1,994,136 SH   SOLE   1,994,136 0 0
DOLLAR GEN CORP NEW COM 256677105 11,409 157,500 SH   SOLE   157,500 0 0
ELECTRONIC ARTS INC COM 285512109 1,489 21,976 SH   SOLE   21,976 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 1,548 40,000 SH   SOLE   40,000 0 0
EQUIFAX INC COM 294429105 972 10,000 SH   SOLE   10,000 0 0
FACEBOOK INC CL A 30303M102 16,340 181,762 SH   SOLE   181,762 0 0
GOGO INC COM 38046C109 1,543 101,000 SH   SOLE   101,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 4,578 100,000 SH   SOLE   100,000 0 0
HASBRO INC COM 418056107 4,836 67,042 SH   SOLE   67,042 0 0
HOMEAWAY INC COM 43739Q100 2,654 100,000 SH   SOLE   100,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 10,490 320,000 SH Call SOLE   320,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 10,101 92,500 SH   SOLE   92,500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 117,936 1,080,000 SH Put SOLE   1,080,000 0 0
ISHARES TR US HOME CONS ETF 464288752 19,575 750,000 SH Put SOLE   750,000 0 0
ISHARES TR 20+ YR TR BD ETF 464287432 24,708 200,000 SH Put SOLE   200,000 0 0
JARDEN CORP COM 471109108 20,530 420,000 SH   SOLE   420,000 0 0
KB HOME COM 48666K109 13,154 970,800 SH   SOLE   970,800 0 0
KINDER MORGAN INC DEL COM 49456B101 9,688 350,000 SH   SOLE   350,000 0 0
KRAFT HEINZ CO COM 500754106 5,294 75,000 SH   SOLE   75,000 0 0
LENNAR CORP CL A 526057104 56,307 1,169,900 SH   SOLE   1,169,900 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 801 23,788 SH   SOLE   23,788 0 0
LILLY ELI & CO COM 532457108 1,784 21,316 SH   SOLE   21,316 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 14,937 405,900 SH   SOLE   405,900 0 0
MACYS INC COM 55616P104 2,566 50,000 SH Call SOLE   50,000 0 0
MACYS INC COM 55616P104 18,253 355,663 SH   SOLE   355,663 0 0
MICROSOFT CORP COM 594918104 6,885 155,569 SH   SOLE   155,569 0 0
MOLSON COORS BREWING CO CL B 60871R209 8,302 100,000 SH Call SOLE   100,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 68,242 822,000 SH   SOLE   822,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 157,607 1,166,250 SH   SOLE   1,166,250 0 0
NEWMONT MINING CORP COM 651639106 19,011 1,183,000 SH   SOLE   1,183,000 0 0
NIMBLE STORAGE INC COM 65440R101 3,859 160,000 SH   SOLE   160,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 14,898 260,000 SH   SOLE   260,000 0 0
PANERA BREAD CO CL A 69840W108 5,415 28,000 SH   SOLE   28,000 0 0
PINNACLE FOODS INC DEL COM 72348P104 13,318 318,000 SH   SOLE   318,000 0 0
PULTE GROUP INC COM 745867101 33,324 1,766,000 SH   SOLE   1,766,000 0 0
REYNOLDS AMERICAN INC COM 761713106 1,328 30,000 SH   SOLE   30,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 1,336 15,000 SH   SOLE   15,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 26,715 250,000 SH Put SOLE   250,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 77,099 721,500 SH Call SOLE   721,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 318,681 1,663,000 SH Put SOLE   1,663,000 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 2,213 53,750 SH   SOLE   53,750 0 0
STARBUCKS CORP COM 855244109 1,421 25,000 SH   SOLE   25,000 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 49,062 738,000 SH   SOLE   738,000 0 0
STARZ COM SER A 85571Q102 3,361 90,000 SH   SOLE   90,000 0 0
STRATEGIC HOTELS & RESORTS I COM 86272T106 8,590 622,900 SH   SOLE   622,900 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 13,216 460,000 SH   SOLE   460,000 0 0
TARGET CORP COM 87612E106 1,967 25,000 SH   SOLE   25,000 0 0
TASER INTL INC COM 87651B104 8,810 400,000 SH Put SOLE   400,000 0 0
TESORO CORP COM 881609101 29,172 300,000 SH Put SOLE   300,000 0 0
TOLL BROTHERS INC COM 889478103 30,406 888,030 SH   SOLE   888,030 0 0
TWITTER INC COM 90184L102 4,849 180,000 SH   SOLE   180,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 30,050 500,000 SH Put SOLE   500,000 0 0
WELLS FARGO & CO NEW COM 949746101 17,397 338,800 SH   SOLE   338,800 0 0
ZIONS BANCORPORATION COM 989701107 4,131 150,000 SH   SOLE   150,000 0 0