The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
ABBVIE INC | COM | 00287Y109 | 31,364 | 543,000 | SH | SOLE | 543,000 | 0 | 0 | ||
ACTAVIS PLC | SHS | G0083B108 | 48,256 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
ACTAVIS PLC | SHS | G0083B108 | 24,128 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
AIR LEASE CORP | CL A | 00912X302 | 13,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
APOLLO ED GROUP INC | CL A | 037604105 | 2,515 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
ARRAY BIOPHARMA INC | COM | 04269X105 | 11,067 | 3,100,100 | SH | SOLE | 3,100,100 | 0 | 0 | ||
BROOKDALE SR LIVING INC | COM | 112463104 | 31,395 | 974,400 | SH | SOLE | 974,400 | 0 | 0 | ||
CARBO CERAMICS INC | COM | 140781105 | 7,404 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
CF INDS HLDGS INC | COM | 125269100 | 12,565 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
CF INDS HLDGS INC | COM | 125269100 | 6,981 | 25,000 | SH | Call | SOLE | 25,000 | 0 | 0 | |
CONCHO RES INC | COM | 20605P101 | 19,066 | 152,050 | SH | SOLE | 152,050 | 0 | 0 | ||
CONTAINER STORE GROUP INC | COM | 210751103 | 36,802 | 1,690,500 | SH | SOLE | 1,690,500 | 0 | 0 | ||
CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 13,595 | 395,100 | SH | SOLE | 395,100 | 0 | 0 | ||
CUBIST PHARMACEUTICALS INC | COM | 229678107 | 3,781 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
EBAY INC | COM | 278642103 | 28,315 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
EP ENERGY CORP | CL A | 268785102 | 6,389 | 365,500 | SH | SOLE | 365,500 | 0 | 0 | ||
FIREEYE INC | COM | 31816Q101 | 9,168 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
GLOBUS MED INC | CL A | 379577208 | 9,343 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 29,548 | 445,000 | SH | SOLE | 445,000 | 0 | 0 | ||
HERBALIFE LTD | COM USD SHS | G4412G101 | 6,729 | 153,800 | SH | Put | SOLE | 153,800 | 0 | 0 | |
IMPERVA INC | COM | 45321L100 | 15,325 | 533,400 | SH | SOLE | 533,400 | 0 | 0 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 164,025 | 1,500,000 | SH | Put | SOLE | 1,500,000 | 0 | 0 | |
L BRANDS INC | COM | 501797104 | 15,928 | 237,800 | SH | SOLE | 237,800 | 0 | 0 | ||
L BRANDS INC | COM | 501797104 | 22,170 | 331,000 | SH | Call | SOLE | 331,000 | 0 | 0 | |
LAREDO PETROLEUM INC | COM | 516806106 | 12,774 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | ||
LINKEDIN CORP | COM CL A | 53578A108 | 57,350 | 276,000 | SH | Call | SOLE | 276,000 | 0 | 0 | |
LINKEDIN CORP | COM CL A | 53578A108 | 33,662 | 162,000 | SH | SOLE | 162,000 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 20,665 | 491,900 | SH | SOLE | 491,900 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 21,659 | 293,000 | SH | SOLE | 293,000 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 24,933 | 337,300 | SH | Call | SOLE | 337,300 | 0 | 0 | |
MCKESSON CORP | COM | 58155Q103 | 47,830 | 245,700 | SH | SOLE | 245,700 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 28,821 | 1,265,200 | SH | SOLE | 1,265,200 | 0 | 0 | ||
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 49,973 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 21,310 | 298,500 | SH | Call | SOLE | 298,500 | 0 | 0 | |
MICROSTRATEGY INC | CL A NEW | 594972408 | 60,971 | 466,000 | SH | SOLE | 466,000 | 0 | 0 | ||
NABORS INDUSTRIES LTD | SHS | G6359F103 | 12,541 | 551,000 | SH | SOLE | 551,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 81,032 | 179,600 | SH | SOLE | 179,600 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 44,847 | 99,400 | SH | Call | SOLE | 99,400 | 0 | 0 | |
NEWFIELD EXPL CO | COM | 651290108 | 11,395 | 307,400 | SH | SOLE | 307,400 | 0 | 0 | ||
PERRIGO CO PLC | SHS | G97822103 | 26,283 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
RALPH LAUREN CORP | CL A | 751212101 | 12,124 | 73,600 | SH | SOLE | 73,600 | 0 | 0 | ||
RECEPTOS INC | COM | 756207106 | 13,975 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
RICE ENERGY INC | COM | 762760106 | 8,246 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
RITE AID CORP | COM | 767754104 | 12,100 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
SCHLUMBERGER LTD | COM | 806857108 | 32,444 | 319,050 | SH | SOLE | 319,050 | 0 | 0 | ||
SCHLUMBERGER LTD | COM | 806857108 | 15,101 | 148,500 | SH | Call | SOLE | 148,500 | 0 | 0 | |
SERVICE CORP INTL | COM | 817565104 | 11,099 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
SOLARWINDS INC | COM | 83416B109 | 28,817 | 685,300 | SH | SOLE | 685,300 | 0 | 0 | ||
SOTHEBYS | COM | 835898107 | 29,469 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
SPECTRANETICS CORP | COM | 84760C107 | 23,913 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 24,977 | 331,000 | SH | Call | SOLE | 331,000 | 0 | 0 | |
UNDER ARMOUR INC | CL A | 904311107 | 17,275 | 250,000 | SH | Put | SOLE | 250,000 | 0 | 0 | |
URBAN OUTFITTERS INC | COM | 917047102 | 40,370 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
WELLCARE HEALTH PLANS INC | COM | 94946T106 | 6,034 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
WPX ENERGY INC | COM | 98212B103 | 8,662 | 360,000 | SH | SOLE | 360,000 | 0 | 0 |