The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 20,752 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 20,277 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 13,064 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| BUFFALO WILD WINGS INC | COM | 119848109 | 7,983 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 20,276 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 28,258 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 14,284 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| HCA HOLDINGS INC | COM | 40412C101 | 24,685 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 17,193 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| HRG GROUP INC | COM | 40434J100 | 20,031 | 1,477,200 | SH | SOLE | 1,477,200 | 0 | 0 | ||
| ISHARES TR | IBOXX HI YD ETF | 464288513 | 17,728 | 220,000 | SH | Put | SOLE | 220,000 | 0 | 0 | |
| JPMORGAN CHASE & CO | COM | 46625H100 | 20,799 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| KB HOME | COM | 48666K109 | 3,915 | 317,500 | SH | SOLE | 317,500 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 9,782 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 21,867 | 100,700 | SH | SOLE | 100,700 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 15,578 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| MAGNA INTL INC | COM | 559222401 | 27,986 | 690,000 | SH | SOLE | 690,000 | 0 | 0 | ||
| MAGNACHIP SEMICONDUCTOR CORP | COM | 55933J203 | 11,432 | 2,161,111 | SH | SOLE | 2,161,111 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 24,073 | 127,500 | SH | SOLE | 127,500 | 0 | 0 | ||
| NU SKIN ENTERPRISES INC | COM | 67018T105 | 2,160 | 57,000 | SH | Put | SOLE | 57,000 | 0 | 0 | |
| SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 20,869 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | 21,128 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| TRI POINTE GROUP INC | COM | 87265H109 | 7,285 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| WORLD ACCEP CORP DEL | COM | 981419104 | 1,855 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |