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
ABBVIE INC COM 00287Y109 1,444 25,000 SH   SOLE N/A 25,000 0 0
ACTAVIS PLC SHS G0083B108 11,350 47,039 SH   SOLE N/A 47,039 0 0
ACTAVIS PLC SHS G0083B108 1,689 7,000 SH Call SOLE N/A 7,000 0 0
AERCAP HOLDINGS NV SHS N00985106 11,903 291,036 SH   SOLE N/A 291,036 0 0
AIR LEASE CORP CL A 00912X302 6,585 202,623 SH   SOLE N/A 202,623 0 0
ALKERMES PLC SHS G01767105 729 17,000 SH   SOLE N/A 17,000 0 0
ALLERGAN INC COM 018490102 1,782 10,000 SH   SOLE N/A 10,000 0 0
ALLERGAN INC COM 018490102 927 5,200 SH Call SOLE N/A 5,200 0 0
ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 01881G106 3,714 142,778 SH   SOLE N/A 142,778 0 0
ALPHA NATURAL RESOURCES INC COM 02076X102 248 100,000 SH   SOLE N/A 100,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 37,406 1,054,298 SH   SOLE N/A 1,054,298 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 2,912 26,270 SH   SOLE N/A 26,270 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 4,944 76,750 SH   SOLE N/A 76,750 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 5,768 80,739 SH   SOLE N/A 80,739 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 1,072 15,000 SH Call SOLE N/A 15,000 0 0
AVIS BUDGET GROUP COM 053774105 12,941 235,760 SH   SOLE N/A 235,760 0 0
B/E AEROSPACE INC COM 073302101 7,456 88,830 SH   SOLE N/A 88,830 0 0
BAIDU INC SPON ADR REP A 056752108 6,193 28,380 SH   SOLE N/A 28,380 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,536 69,035 SH   SOLE N/A 69,035 0 0
BIOGEN IDEC INC COM 09062X103 2,382 7,200 SH   SOLE N/A 7,200 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 361 5,000 SH   SOLE N/A 5,000 0 0
BLACK DIAMOND INC COM 09202G101 279 36,951 SH   SOLE N/A 36,951 0 0
BLACKROCK INC COM 09247X101 1,196 3,643 SH   SOLE N/A 3,643 0 0
BLACKROCK INC COM 09247X101 1,182 3,600 SH Put SOLE N/A 3,600 0 0
BOEING CO COM 097023105 2,942 23,100 SH   SOLE N/A 23,100 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 8,170 172,840 SH   SOLE N/A 172,840 0 0
CELGENE CORP COM 151020104 11,192 118,080 SH   SOLE N/A 118,080 0 0
CIGNA CORPORATION COM 125509109 1,309 14,434 SH   SOLE N/A 14,434 0 0
COCA COLA CO COM 191216100 702 16,448 SH   SOLE N/A 16,448 0 0
COVIDIEN PLC SHS G2554F113 433 5,000 SH   SOLE N/A 5,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 5,030 88,620 SH   SOLE N/A 88,620 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 491 8,000 SH   SOLE N/A 8,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 17,190 475,525 SH   SOLE N/A 475,525 0 0
DEVON ENERGY CORP NEW COM 25179M103 4,811 70,560 SH   SOLE N/A 70,560 0 0
DIAMONDBACK ENERGY INC COM 25278X109 538,270 7,198,047 SH   SOLE N/A 7,198,047 0 0
EMPIRE ST RLTY TR INC CL A 292104106 1,089 72,520 SH   SOLE N/A 72,520 0 0
ENANTA PHARMACEUTICALS INC COM 29251M106 1,261 31,870 SH   SOLE N/A 31,870 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 9,400 146,899 SH   SOLE N/A 146,899 0 0
EOG RES INC COM 26875P101 8,995 90,836 SH   SOLE N/A 90,836 0 0
EROS INTL PLC SHS NEW G3788M114 1,815 124,227 SH   SOLE N/A 124,227 0 0
FAMOUS DAVES AMER INC COM 307068106 18,844 700,000 SH   SOLE N/A 700,000 0 0
FIRST SEC GROUP INC COM NEW 336312202 432 218,064 SH   SOLE N/A 218,064 0 0
GASLOG PARTNERS LP UNIT LTD PTNRP Y2687W108 1,492 48,600 SH   SOLE N/A 48,600 0 0
G-III APPAREL GROUP LTD COM 36237H101 2,619 31,607 SH   SOLE N/A 31,607 0 0
GILEAD SCIENCES INC COM 375558103 958 9,000 SH   SOLE N/A 9,000 0 0
GLOBEIMMUNE INC COM 37957B100 1,829 264,644 SH   SOLE N/A 264,644 0 0
GOOGLE INC CL A 38259P508 1,778 3,022 SH   SOLE N/A 3,022 0 0
HCA HOLDINGS INC COM 40412C101 3,857 54,700 SH   SOLE N/A 54,700 0 0
HEARTLAND EXPRESS INC COM 422347104 3,358 140,161 SH   SOLE N/A 140,161 0 0
HOEGH LNG PARTNERS LP COM UNIT LTD Y3262R100 5,450 237,897 SH   SOLE N/A 237,897 0 0
HOWARD HUGHES CORP COM 44267D107 437 2,914 SH   SOLE N/A 2,914 0 0
HUMANA INC COM 444859102 3,678 28,230 SH   SOLE N/A 28,230 0 0
ISHARES TR DJ HOME CONSTN 464288752 225 10,000 SH   SOLE N/A 10,000 0 0
JD COM INC SPON ADR CL A 47215P106 2,004 77,600 SH   SOLE N/A 77,600 0 0
JDS UNIPHASE CORP COM PAR $0.001 46612J507 448 35,000 SH   SOLE N/A 35,000 0 0
LAM RESEARCH CORP COM 512807108 971 13,000 SH   SOLE N/A 13,000 0 0
LAS VEGAS SANDS CORP COM 517834107 5,678 91,269 SH   SOLE N/A 91,269 0 0
LEAR CORP COM NEW 521865204 12,146 140,568 SH   SOLE N/A 140,568 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 213 5,000 SH   SOLE N/A 5,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 3,451 84,137 SH   SOLE N/A 84,137 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C 531229300 268 5,694 SH   SOLE N/A 5,694 0 0
LSB INDS INC COM 502160104 536 15,000 SH   SOLE N/A 15,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 13,067 120,257 SH   SOLE N/A 120,257 0 0
MACYS INC COM 55616P104 3,461 59,490 SH   SOLE N/A 59,490 0 0
MAGNA INTL INC COM 559222401 12,456 131,243 SH   SOLE N/A 131,243 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 1,055 37,900 SH   SOLE N/A 37,900 0 0
MCKESSON CORP COM 58155Q103 3,222 16,550 SH   SOLE N/A 16,550 0 0
MEDIVATION INC COM 58501N101 2,828 28,600 SH   SOLE N/A 28,600 0 0
MELCO CROWN ENTMT LTD ADR 585464100 5,662 215,370 SH   SOLE N/A 215,370 0 0
MICRON TECHNOLOGY INC COM 595112103 10,386 303,156 SH   SOLE N/A 303,156 0 0
MOLINA HEALTHCARE INC COM 60855R100 1,329 31,420 SH   SOLE N/A 31,420 0 0
MONMOUTH REAL ESTATE INVT CO CL A 609720107 1,779 175,790 SH   SOLE N/A 175,790 0 0
NAVISTAR INTL CORP NEW COM 63934E108 442 13,421 SH   SOLE N/A 13,421 0 0
NOVARTIS A G SPONSORED ADR 66987V109 5,445 57,850 SH   SOLE N/A 57,850 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 2,008 49,480 SH   SOLE N/A 49,480 0 0
PFIZER INC COM 717081103 9,539 322,600 SH   SOLE N/A 322,600 0 0
POLONIA BACORP INC MD COM 73158Q109 177 17,173 SH   SOLE N/A 17,173 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107 4,412 18,495 SH   SOLE N/A 18,495 0 0
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 2,028 73,340 SH   SOLE N/A 73,340 0 0
REPUBLIC SVCS INC COM 760759100 883 22,636 SH   SOLE N/A 22,636 0 0
RHINO RESOURCE PARTNERS LP COM UNIT REPST 76218Y103 79,400 6,638,784 SH   SOLE N/A 6,638,784 0 0
RLJ ENTMT INC COM 74965F104 4,737 1,530,000 SH   SOLE N/A 1,530,000 0 0
ROCK-TENN CO CL A 772739207 476 10,000 SH   SOLE N/A 10,000 0 0
RYDER SYS INC COM 783549108 7,222 80,276 SH   SOLE N/A 80,276 0 0
SANCHEZ ENERGY CORP COM 79970Y105 7,653 291,424 SH   SOLE N/A 291,424 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 977 18,380 SH   SOLE N/A 18,380 0 0
SHIRE PLC SPONSORED ADR 82481R106 7,927 30,599 SH   SOLE N/A 30,599 0 0
SIMPLICITY BANCORP COM 828867101 171 10,184 SH   SOLE N/A 10,184 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 488 4,200 SH   SOLE N/A 4,200 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,790 9,085 SH   SOLE N/A 9,085 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 2,822 33,910 SH   SOLE N/A 33,910 0 0
STRATEGIC HOTELS & RESORTS I COM 86272T106 2,859 245,370 SH   SOLE N/A 245,370 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 1,980 143,240 SH   SOLE N/A 143,240 0 0
TESARO INC COM 881569107 511 19,000 SH   SOLE N/A 19,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 6,058 49,780 SH   SOLE N/A 49,780 0 0
T-MOBILE US INC COM 872590104 8,375 290,090 SH   SOLE N/A 290,090 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 910 89,500 SH   SOLE N/A 89,500 0 0
TRIQUINT SEMICONDUCTOR INC COM 89674K103 4,637 243,173 SH   SOLE N/A 243,173 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 2,694 78,560 SH   SOLE N/A 78,560 0 0
UNION PAC CORP COM 907818108 5,416 49,950 SH   SOLE N/A 49,950 0 0
UNITED RENTALS INC COM 911363109 6,569 59,130 SH   SOLE N/A 59,130 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 787 6,000 SH   SOLE N/A 6,000 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 11,615 500,000 SH   SOLE N/A 500,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 507 2,680 SH   SOLE N/A 2,680 0 0
VISTEON CORP COM NEW 92839U206 591 6,073 SH   SOLE N/A 6,073 0 0
WELLPOINT INC COM 94973V107 9,333 78,020 SH   SOLE N/A 78,020 0 0
WENDYS CO COM 95058W100 198 23,932 SH   SOLE N/A 23,932 0 0
WHITEWAVE FOODS CO COM CL A 966244105 4,214 116,000 SH   SOLE N/A 116,000 0 0
WILLIAMS PARTNERS L P COM UNIT L P 96950F104 4,164 78,500 SH   SOLE N/A 78,500 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 4,529 55,740 SH   SOLE N/A 55,740 0 0
WYNN RESORTS LTD COM 983134107 793 4,240 SH   SOLE N/A 4,240 0 0