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
ACTAVIS PLC SHS G0083B108 347,795 1,689,555 SH   SOLE   1,689,555 0 0
ACXIOM CORP COM 005125109 122,440 3,559,815 SH   SOLE   3,559,815 0 0
AERCAP HOLDINGS NV SHS N00985106 111,158 2,634,697 SH   SOLE   2,634,697 0 0
AMERICAN CAP MTG INVT CORP COM 02504A104 8,245 439,288 SH   SOLE   439,288 0 0
AVIS BUDGET GROUP COM 053774105 29,253 600,681 SH   SOLE   600,681 0 0
BLOCK H & R INC COM 093671105 17,297 572,953 SH   SOLE   572,953 0 0
BROOKDALE SR LIVING INC COM 112463104 74,632 2,227,151 SH   SOLE   2,227,151 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 71,251 1,153,491 SH   SOLE   1,153,491 0 0
CAREER EDUCATION CORP COM 141665109 8,863 1,188,084 SH   SOLE   1,188,084 0 0
CF INDS HLDGS INC COM 125269100 183,921 705,651 SH   SOLE   705,651 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 132,226 1,073,261 SH   SOLE   1,073,261 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 28,170 416,532 SH   SOLE   416,532 0 0
CHENIERE ENERGY INC COM NEW 16411R208 115,797 2,092,090 SH   SOLE   2,092,090 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 117,003 1,342,547 SH   SOLE   1,342,547 0 0
CORINTHIAN COLLEGES INC COM 218868107 1,325 959,994 SH   SOLE   959,994 0 0
COUPONS COM INC COM 22265J102 824 33,422 SH   SOLE   33,422 0 0
DELEK US HLDGS INC COM 246647101 55,547 1,912,769 SH   SOLE   1,912,769 0 0
DOLLAR GEN CORP NEW COM 256677105 29,371 529,401 SH   SOLE   529,401 0 0
EBAY INC COM 278642103 4,642 84,038 SH   SOLE   84,038 0 0
ENDO INTL PLC SHS G30401106 174,495 2,541,801 SH   SOLE   2,541,801 0 0
EQT CORP COM 26884L109 62,805 647,676 SH   SOLE   647,676 0 0
EVERTEC INC COM 30040P103 94,080 3,808,894 SH   SOLE   3,808,894 0 0
FACEBOOK INC CL A 30303M102 67,755 1,124,745 SH   SOLE   1,124,745 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 123,642 1,074,212 SH   SOLE   1,074,212 0 0
GLOBAL EAGLE ENTMT INC COM 37951D102 23,478 1,487,824 SH   SOLE   1,487,824 0 0
HESS CORP COM 42809H107 304,846 3,678,166 SH   SOLE   3,678,166 0 0
ITC HLDGS CORP COM 465685105 53,055 1,420,488 SH   SOLE   1,420,488 0 0
JARDEN CORP COM 471109108 12,226 204,344 SH   SOLE   204,344 0 0
LAREDO PETROLEUM INC COM 516806106 9,009 348,383 SH   SOLE   348,383 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 280,994 7,179,208 SH   SOLE   7,179,208 0 0
MARATHON PETE CORP COM 56585A102 4,770 54,799 SH   SOLE   54,799 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 1,127 47,744 SH   SOLE   47,744 0 0
MASTERCARD INC CL A 57636Q104 47,079 630,236 SH   SOLE   630,236 0 0
MONDELEZ INTL INC CL A 609207105 12,978 375,640 SH   SOLE   375,640 0 0
NEXTERA ENERGY INC COM 65339F101 150,154 1,570,319 SH   SOLE   1,570,319 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 176,600 10,941,780 SH   SOLE   10,941,780 0 0
NOVAGOLD RES INC COM NEW 66987E206 8,608 2,384,391 SH   SOLE   2,384,391 0 0
NRG YIELD INC COM CL A 62942X108 66,396 1,679,647 SH   SOLE   1,679,647 0 0
PANDORA MEDIA INC COM 698354107 24,610 811,664 SH   SOLE   811,664 0 0
PIONEER NAT RES CO COM 723787107 138,744 741,393 SH   SOLE   741,393 0 0
PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 43,451 1,552,927 SH   SOLE   1,552,927 0 0
PTC INC COM 69370C100 87,035 2,457,222 SH   SOLE   2,457,222 0 0
PVH CORP COM 693656100 39,178 313,998 SH   SOLE   313,998 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 71,438 382,000 SH Call SOLE   382,000 0 0
SUNEDISON INC COM 86732Y109 68,222 3,621,139 SH   SOLE   3,621,139 0 0
TESORO CORP COM 881609101 143,086 2,828,338 SH   SOLE   2,828,338 0 0
TRIPADVISOR INC COM 896945201 66,217 730,952 SH   SOLE   730,952 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 227,466 1,725,450 SH   SOLE   1,725,450 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 1,808 47,952 SH   SOLE   47,952 0 0
VISA INC COM CL A 92826C839 91,330 423,100 SH   SOLE   423,100 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 105,365 6,069,416 SH   SOLE   6,069,416 0 0
WHITING PETE CORP NEW COM 966387102 65,276 940,705 SH   SOLE   940,705 0 0
WILLIAMS COS INC DEL COM 969457100 198,280 4,886,140 SH   SOLE   4,886,140 0 0
ZYNGA INC CL A 98986T108 101,041 23,497,926 SH   SOLE   23,497,926 0 0
KING US COM G5258J109 87,786 4,826,064 SH   SOLE   4,826,064 0 0