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 68,315 1,293,600 SH Call SOLE   1,293,600 0 0
ABBVIE INC COM 00287Y109 1,785 33,800 SH   SOLE   33,800 0 0
AMGEN INC COM 031162100 1,255 11,000 SH   SOLE   11,000 0 0
COMCAST CORP NEW CL A 20030N101 130,531 2,511,900 SH   SOLE   2,511,900 0 0
DSW INC CL A 23334L102 46,982 1,099,500 SH   SOLE   1,099,500 0 0
GOOGLE INC CL A 38259p508 91,607 81,740 SH   SOLE   81,740 0 0
HALLIBURTON CO COM 406216101 69,789 1,375,155 SH   SOLE   1,375,155 0 0
HALLIBURTON CO COM 406216101 29,182 575,000 SH Call SOLE   575,000 0 0
HUNTSMAN CORP COM 447011107 61,773 2,511,100 SH   SOLE   2,511,100 0 0
INGERSOLL-RAND PLC SHS G47791101 90,243 1,464,978 SH   SOLE   1,464,978 0 0
LAS VEGAS SANDS CORP COM 517834107 106,126 1,345,584 SH   SOLE   1,345,584 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 87,427 713,164 SH   SOLE   713,164 0 0
MARTIN MARIETTA MATLS INC COM 573284106 65,031 650,705 SH   SOLE   650,705 0 0
MGM RESORTS INTERNATIONAL COM 552953101 46,635 1,982,800 SH   SOLE   1,982,800 0 0
MULTIMEDIA GAMES HLDG CO INC COM 625453105 1,279 40,800 SH   SOLE   40,800 0 0
NAVISTAR INTL CORP NEW COM 63934E108 25,950 679,500 SH   SOLE   679,500 0 0
NEWS CORP NEW CL A 65249B109 11,673 647,800 SH Call SOLE   647,800 0 0
OIL STS INTL INC COM 678026105 42,251 415,368 SH   SOLE   415,368 0 0
QEP RES INC COM 74733V100 52,994 1,729,000 SH   SOLE   1,729,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 7,091 50,188 SH   SOLE   50,188 0 0
STARBUCKS CORP COM 855244109 80,558 1,027,656 SH   SOLE   1,027,656 0 0
TEEKAY CORPORATION COM Y8564W103 91,351 1,902,748 SH   SOLE   1,902,748 0 0
TEXTRON INC COM 883203101 70,144 1,908,155 SH   SOLE   1,908,155 0 0
TIME WARNER CABLE INC COM 88732J207 51,571 380,600 SH   SOLE   380,600 0 0
TIME WARNER CABLE INC COM 88732J207 83,333 615,000 SH Call SOLE   615,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 71,012 2,019,100 SH   SOLE   2,019,100 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 84,232 2,395,000 SH Call SOLE   2,395,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 77,080 948,556 SH   SOLE   948,556 0 0