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 57,720 1,290,400 SH Call SOLE   1,290,400 0 0
AMERISOURCEBERGEN CORP COM 03073E105 66,342 1,085,794 SH   SOLE   1,085,794 0 0
AMGEN INC COM 031162100 80,843 722,300 SH   SOLE   722,300 0 0
COMCAST CORP NEW CL A 20030N101 42,859 950,000 SH   SOLE   950,000 0 0
EXPEDIA INC DEL COM NEW 30212P303 12,393 239,200 SH   SOLE   239,200 0 0
EXPEDIA INC DEL COM NEW 30212P303 62,488 1,206,100 SH Call SOLE   1,206,100 0 0
FACEBOOK INC CL A 30303M102 53,243 1,059,989 SH   SOLE   1,059,989 0 0
FACEBOOK INC CL A 30303M102 41,822 832,600 SH Call SOLE   832,600 0 0
GSV CAP CORP COM 36191J101 851 57,400 SH   SOLE   57,400 0 0
HALLIBURTON CO COM 406216101 48,384 1,004,855 SH   SOLE   1,004,855 0 0
HUNTSMAN CORP COM 447011107 49,664 2,409,700 SH   SOLE   2,409,700 0 0
INGERSOLL-RAND PLC SHS G47791101 86,882 1,337,878 SH   SOLE   1,337,878 0 0
LAS VEGAS SANDS CORP COM 517834107 69,713 1,049,584 SH   SOLE   1,049,584 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 61,813 701,064 SH   SOLE   701,064 0 0
MARTIN MARIETTA MATLS INC COM 573284106 62,054 632,105 SH   SOLE   632,105 0 0
MULTIMEDIA GAMES HLDG CO INC COM 625453105 850 24,600 SH   SOLE   24,600 0 0
NAVISTAR INTL CORP NEW COM 63934E108 41,543 1,138,800 SH   SOLE   1,138,800 0 0
NEWS CORP NEW CL A 65249B109 10,404 647,800 SH Call SOLE   647,800 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 16,924 548,600 SH   SOLE   548,600 0 0
OIL STS INTL INC COM 678026105 71,839 694,368 SH   SOLE   694,368 0 0
SHIRE PLC SPONSORED ADR 82481R106 5,861 48,888 SH   SOLE   48,888 0 0
STARBUCKS CORP COM 855244109 77,782 1,010,556 SH   SOLE   1,010,556 0 0
TEEKAY CORPORATION COM Y8564W103 74,989 1,754,127 SH   SOLE   1,754,127 0 0
TEXTRON INC COM 883203101 51,026 1,848,100 SH   SOLE   1,848,100 0 0
TIME WARNER CABLE INC COM 88732J207 55,811 500,100 SH   SOLE   500,100 0 0
TIME WARNER CABLE INC COM 88732J207 67,362 603,600 SH Call SOLE   603,600 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 66,021 1,970,200 SH   SOLE   1,970,200 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 78,883 2,354,000 SH Call SOLE   2,354,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 69,865 931,656 SH   SOLE   931,656 0 0