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 |
| ALIBABA GROUP HOLDING-SP ADR | SPONSORED ADS | 01609W102 | 104 | 1,000 | SH | SOLE | 0 | 1,000 | 0 | 0 | |
| AMERICAN AIRLINES GROUP | COM | 02376R102 | 8,045 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | |
| APPLE COMPUTER - G7 EQ | COM | 037833100 | 128,041 | 1,160,000 | SH | SOLE | 0 | 1,160,000 | 0 | 0 | |
| ARCELOR MITTAL G7 EQUITIES | NY REGISTRY SH | 03938L104 | 33,143 | 3,004,800 | SH | SOLE | 0 | 3,004,800 | 0 | 0 | |
| CABLEVISION SYSTEMS NEW | CL A NY CABLVS | 12686C109 | 9,598 | 465,000 | SH | SOLE | 0 | 465,000 | 0 | 0 | |
| CENTURY LINK INC | COM | 156700106 | 7,916 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
| COMCAST CORP-CLASS A GLOBAL EQUITY | CL A | 20030N101 | 17,403 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
| CROWN CASTLE INTERNATIONAL NEW | COM | 22822V101 | 32,661 | 415,000 | SH | SOLE | 0 | 415,000 | 0 | 0 | |
| DELTA AIR LINES INC | COM NEW | 247361702 | 17,217 | 350,000 | SH | SOLE | 0 | 350,000 | 0 | 0 | |
| DISH NETWORK CORP - A | CL A | 25470M109 | 4,738 | 65,000 | SH | SOLE | 0 | 65,000 | 0 | 0 | |
| GOLDMAN SACHS - G7 EQ | COM | 38141G104 | 600 | 3,096 | SH | SOLE | 0 | 3,096 | 0 | 0 | |
| GOOGLE INC - CL A | CL A | 38259P508 | 39,480 | 75,000 | SH | SOLE | 0 | 75,000 | 0 | 0 | |
| I SHARES MSCI BRAZIL | MSCI BRZ CAP ETF | 464286400 | 176,267 | 4,820,000 | SH | SOLE | 0 | 4,820,000 | 0 | 0 | |
| JETBLUE AIRWAYS CORP | COM | 477143101 | 15,860 | 1,000,000 | SH | SOLE | 0 | 1,000,000 | 0 | 0 | |
| MELCO CROWN ENTERTAINMENT -ADR | ADR | 585464100 | 18,034 | 710,000 | SH | SOLE | 0 | 710,000 | 0 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 18,173 | 850,000 | SH | SOLE | 0 | 850,000 | 0 | 0 | |
| PETROLEO BRASILEIRO SA -G7 EQ | SPONSORED ADR | 71654V408 | 47,450 | 6,500,000 | SH | SOLE | 0 | 6,500,000 | 0 | 0 | |
| SPRINT CORPORATION | COM SER 1 | 85207U105 | 2,490 | 600,000 | SH | SOLE | 0 | 600,000 | 0 | 0 | |
| TELEFONICA BRASIL ADR | COM | 879360105 | 7,514 | 425,000 | SH | SOLE | 0 | 425,000 | 0 | 0 | |
| TELEPHONE AND DATA SYSTEMS | COM NEW | 879433829 | 20,453 | 810,000 | SH | SOLE | 0 | 810,000 | 0 | 0 | |
| TIM PARTICIPACOES SA-ADR NEW | SPONSORED ADR | 88706P205 | 1,999 | 90,000 | SH | SOLE | 0 | 90,000 | 0 | 0 | |
| TIME WARNER CABLE | COM | 88732J207 | 22,049 | 145,000 | SH | SOLE | 0 | 145,000 | 0 | 0 | |
| T-MOBILE US INC | COM | 872590104 | 19,666 | 730,000 | SH | SOLE | 0 | 730,000 | 0 | 0 | |
| UNITED CONTINENTAL HOLDINGS | COM | 910047109 | 13,378 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
| VERIZON COMM INC | COM | 92343V104 | 7,017 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | |
| YPF S.A.-SPONSORED ADR -G7 EQ | SPON ADR CL D | 984245100 | 15,025 | 567,626 | SH | SOLE | 0 | 567,626 | 0 | 0 | |
| ALIBABA GROUP HOLDING-SP ADR | CALL | 01609W902 | 6,650 | 500,000 | SH | Call | SOLE | 0 | 500,000 | 0 | 0 |
| GOOGLE INC - CL A | CALL | 38259P908 | 1,060 | 100,000 | SH | Call | SOLE | 0 | 100,000 | 0 | 0 |
| FXI ISHA FTSE/XINHUA CHINA 25 EQD | CALL | 464287904 | 400 | 200,000 | SH | Call | SOLE | 0 | 200,000 | 0 | 0 |