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
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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
ACCURAY INC COM 004397105 11,136 1,940,013 SH   SOLE   1,940,013 0 0
ACCURAY INC NOTE 3.500% 2/0 004397AC9 1,899 1,500,000 PRN   SOLE   1,500,000 0 0
ACCURAY INC NOTE 3.750% 8/0 004397AB1 2,897 3,000,000 PRN   SOLE   3,000,000 0 0
AIR PRODS & CHEMS INC COM 009158106 5,985 65,362 SH   SOLE   0 0 65,362
ALLEGHENY TECHNOLOGIES INC COM 01741R102 4,347 165,232 SH   SOLE   21,600 0 143,632
AMAZON COM INC COM 023135106 68,930 248,225 SH   SOLE   248,225 0 0
AMERICAN CAPITAL AGENCY CORP COM 02503X105 31,064 1,350,000 SH Put SOLE   1,350,000 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 202 4,121 SH   SOLE   4,121 0 0
ANDERSONS INC COM 034164103 324 6,099 SH   SOLE   6,099 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 5,294 370,203 SH   SOLE   0 0 370,203
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 81,585 903,890 SH   SOLE   903,890 0 0
BAIDU INC SPON ADR REP A 056752108 84,602 894,290 SH   SOLE   894,290 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 6,510 112,898 SH   SOLE   0 0 112,898
BOISE INC COM 09746Y105 2,182 255,472 SH   SOLE   47,619 0 207,853
BUCKEYE TECHNOLOGIES INC COM 118255108 6,576 177,536 SH   SOLE   0 0 177,536
BUNGE LIMITED COM G16962105 5,971 84,378 SH   SOLE   11,003 0 73,375
CABOT OIL & GAS CORP COM 127097103 7,068 99,516 SH   SOLE   99,516 0 0
CALPINE CORP COM NEW 131347304 44,450 2,093,756 SH   SOLE   2,093,756 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 3,187 70,707 SH   SOLE   12,300 0 58,407
CHENIERE ENERGY INC COM NEW 16411R208 38,216 1,376,668 SH   SOLE   1,376,668 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 2,287 138,750 SH   SOLE   0 0 138,750
CONSOL ENERGY INC COM 20854P109 11,160 411,803 SH   SOLE   46,700 0 365,103
CORNERSTONE ONDEMAND INC COM 21925Y103 4,330 100,000 SH   SOLE   100,000 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 2,918 271,972 SH   SOLE   271,972 0 0
CYTEC INDS INC COM 232820100 187,837 2,564,323 SH   SOLE   2,346,850 0 217,473
CYTORI THERAPEUTICS INC COM 23283K105 42 18,450 SH   SOLE   18,450 0 0
DANAHER CORP DEL COM 235851102 6,520 103,000 SH   SOLE   85,000 0 18,000
DARLING INTL INC COM 237266101 314 16,813 SH   SOLE   16,813 0 0
DCT INDUSTRIAL TRUST INC COM 233153105 93 12,968 SH   SOLE   12,968 0 0
DOLLAR GEN CORP NEW COM 256677105 47,557 943,024 SH   SOLE   943,024 0 0
DOMINION DIAMOND CORP COM 257287102 1,282 90,719 SH   SOLE   17,789 0 72,930
DOMTAR CORP COM NEW 257559203 19,652 295,512 SH   SOLE   164,737 0 130,775
DUKE ENERGY CORP NEW COM NEW 26441C204 40,500 600,000 SH Call SOLE   600,000 0 0
ECOLAB INC COM 278865100 7,197 84,482 SH   SOLE   0 0 84,482
EMCOR GROUP INC COM 29084Q100 423 10,400 SH   SOLE   10,400 0 0
ENBRIDGE INC COM 29250N105 2,104 50,075 SH   SOLE   50,075 0 0
ENERSYS COM 29275Y102 342 6,970 SH   SOLE   6,970 0 0
F M C CORP COM NEW 302491303 10,101 165,433 SH   SOLE   24,404 0 141,029
FACEBOOK INC CL A 30303M102 5,246 210,842 SH   SOLE   210,842 0 0
FAMILY DLR STORES INC COM 307000109 2,056 33,000 SH   SOLE   33,000 0 0
FEDEX CORP COM 31428X106 41,622 422,211 SH   SOLE   422,211 0 0
GARDNER DENVER INC COM 365558105 14,009 186,340 SH   SOLE   0 0 186,340
GENERAL ELECTRIC CO COM 369604103 5,740 247,500 SH   SOLE   200,000 0 47,500
GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 1,752 333,665 SH   SOLE   0 0 333,665
GOOGLE INC CL A 38259P508 38,516 43,750 SH   SOLE   43,750 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 8,657 1,118,525 SH   SOLE   885,925 0 232,600
GREEN PLAINS RENEWABLE ENERG COM 393222104 370 27,810 SH   SOLE   27,810 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 5,208 210,000 SH   SOLE   210,000 0 0
HEXCEL CORP NEW COM 428291108 356 10,453 SH   SOLE   10,453 0 0
INTL PAPER CO COM 460146103 28,619 645,892 SH   SOLE   487,151 0 158,741
ISHARES TR HIGH YLD CORP 464288513 1,994 21,940 SH   SOLE   21,940 0 0
ISHARES TR MSCI EMERG MKT 464287234 605,220 15,720,000 SH Put SOLE   15,720,000 0 0
ISHARES TR NASDQ BIO INDX 464287556 34,776 200,000 SH Put SOLE   200,000 0 0
ISHARES TR RUSSELL 2000 464287655 60,625 625,000 SH Put SOLE   625,000 0 0
ITC HLDGS CORP COM 465685105 9,973 109,237 SH   SOLE   109,237 0 0
ITT CORP NEW COM NEW 450911201 5,886 200,139 SH   SOLE   200,139 0 0
JOHNSON CTLS INC COM 478366107 332 9,267 SH   SOLE   9,267 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 3,131 50,555 SH   SOLE   0 0 50,555
KINDER MORGAN INC DEL COM 49456B101 102,312 2,681,823 SH   SOLE   2,681,823 0 0
KINROSS GOLD CORP COM NO PAR 496902404 6,900 1,352,853 SH   SOLE   358,337 0 994,516
LAS VEGAS SANDS CORP COM 517834107 2,382 45,000 SH   SOLE   45,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 77 1,054 SH   SOLE   1,054 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 34,623 509,991 SH   SOLE   509,991 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 42,145 1,831,579 SH   SOLE   1,831,579 0 0
LINKEDIN CORP COM CL A 53578A108 29,332 164,508 SH   SOLE   164,508 0 0
MARATHON PETE CORP COM 56585A102 41,441 583,179 SH   SOLE   583,179 0 0
MARKET VECTORS ETF TR OIL SVCS ETF 57060U191 8,556 200,000 SH Put SOLE   200,000 0 0
MASTERCARD INC CL A 57636Q104 33,932 59,063 SH   SOLE   59,063 0 0
MBIA INC COM 55262C100 139 10,444 SH   SOLE   10,444 0 0
MCGRAW HILL FINL INC COM 580645109 101,253 1,903,616 SH   SOLE   1,903,616 0 0
METHANEX CORP COM 59151K108 8,449 197,635 SH   SOLE   77,934 0 119,701
MICRON TECHNOLOGY INC COM 595112103 256 17,864 SH   SOLE   17,864 0 0
MODINE MFG CO COM 607828100 113 10,369 SH   SOLE   10,369 0 0
MONDELEZ INTL INC CL A 609207105 58,162 2,038,612 SH   SOLE   2,038,612 0 0
MONSANTO CO NEW COM 61166W101 10,116 102,389 SH   SOLE   15,114 0 87,275
NEWS CORP CL A 65248E104 39,823 1,222,314 SH   SOLE   1,222,314 0 0
NEXTERA ENERGY INC UNIT 09/01/2015 65339F887 3,350 60,000 SH   SOLE   60,000 0 0
NRG ENERGY INC COM NEW 629377508 18,166 680,378 SH   SOLE   680,378 0 0
OM GROUP INC COM 670872100 2,694 87,132 SH   SOLE   35,923 0 51,209
OREXIGEN THERAPEUTICS INC COM 686164104 4,384 750,000 SH   SOLE   750,000 0 0
OWENS ILL INC COM NEW 690768403 1,532 55,111 SH   SOLE   0 0 55,111
PENN NATL GAMING INC COM 707569109 37,193 702,812 SH   SOLE   702,812 0 0
POWERSECURE INTL INC COM 73936N105 331 21,996 SH   SOLE   21,996 0 0
PRAXAIR INC COM 74005P104 10,805 93,830 SH   SOLE   0 0 93,830
PRETIUM RES INC COM 74139C102 22,841 3,443,536 SH   SOLE   3,058,245 0 385,291
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 72,570 1,571,801 SH   SOLE   1,571,801 0 0
RANGE RES CORP COM 75281A109 5,398 69,815 SH   SOLE   69,815 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 3,559 54,279 SH   SOLE   0 0 54,279
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 356 25,000 SH   SOLE   25,000 0 0
ROCK-TENN CO CL A 772739207 10,215 102,271 SH   SOLE   19,726 0 82,545
ROCKWELL COLLINS INC COM 774341101 56,242 886,964 SH   SOLE   886,964 0 0
RTI INTL METALS INC NOTE 1.625%10/1 74973WAB3 472 500,000 PRN   SOLE   500,000 0 0
RUBICON TECHNOLOGY INC COM 78112T107 3,750 470,530 SH   SOLE   470,530 0 0
RYLAND GROUP INC NOTE 0.250% 6/0 783764AS2 1,364 1,500,000 PRN   SOLE   1,500,000 0 0
SAIC INC COM 78390X101 155 11,142 SH   SOLE   11,142 0 0
SCHLUMBERGER LTD COM 806857108 7,663 106,935 SH   SOLE   106,935 0 0
SCORPIO TANKERS INC SHS Y7542C106 4,531 504,547 SH   SOLE   504,547 0 0
SEADRILL PARTNERS LLC COMUNIT REP LB Y7545W109 4,978 169,595 SH   SOLE   169,595 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 3,835 100,000 SH Put SOLE   100,000 0 0
SEMGROUP CORP CL A 81663A105 1,506 27,960 SH   SOLE   27,960 0 0
SEMPRA ENERGY COM 816851109 22,219 271,764 SH   SOLE   271,764 0 0
SIBANYE GOLD LTD SPONSORED ADR 825724206 7,741 2,633,158 SH   SOLE   706,222 0 1,926,936
SIGMA ALDRICH CORP COM 826552101 1,608 20,000 SH   SOLE   0 0 20,000
SINA CORP ORD G81477104 6,127 109,937 SH   SOLE   109,937 0 0
SMITH A O COM 831865209 385 10,600 SH   SOLE   10,600 0 0
SOLARCITY CORP COM 83416T100 7,550 200,000 SH Put SOLE   200,000 0 0
SOLAZYME INC COM 83415T101 7,246 618,261 SH   SOLE   357,937 0 260,324
SOUTHERN COPPER CORP COM 84265V105 5,834 211,223 SH   SOLE   36,958 0 174,265
SPDR GOLD TRUST GOLD SHS 78463V107 3,573 30,000 SH Call SOLE   30,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 2,251 18,900 SH   SOLE   18,900 0 0
SPLUNK INC COM 848637104 26,056 562,030 SH   SOLE   562,030 0 0
STARBUCKS CORP COM 855244109 36,562 558,108 SH   SOLE   558,108 0 0
TABLEAU SOFTWARE INC CL A 87336U105 222 4,000 SH   SOLE   4,000 0 0
TARGA RES CORP COM 87612G101 983 15,283 SH   SOLE   15,283 0 0
TEXTRON INC COM 883203101 1,433 55,000 SH   SOLE   55,000 0 0
TIM HORTONS INC COM 88706M103 2,920 54,000 SH   SOLE   54,000 0 0
TIME WARNER CABLE INC COM 88732J207 39,156 348,119 SH   SOLE   348,119 0 0
TYCO INTERNATIONAL LTD SHS H89128104 6,112 185,500 SH   SOLE   150,000 0 35,500
UNITED STATES STL CORP NEW COM 912909108 5,259 300,000 SH Put SOLE   300,000 0 0
UNITED STATES STL CORP NEW NOTE 4.000% 5/1 912909AE8 5,142 5,000,000 PRN   SOLE   5,000,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 65,480 1,000,000 SH Call SOLE   1,000,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 4,154 119,461 SH   SOLE   119,461 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 891 22,962 SH   SOLE   22,962 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 63,898 2,191,285 SH   SOLE   2,191,285 0 0
VISA INC COM CL A 92826C839 34,524 188,914 SH   SOLE   188,914 0 0
VIVUS INC COM 928551100 106,995 8,505,148 SH   SOLE   8,505,148 0 0
WESTLAKE CHEM CORP COM 960413102 10,671 110,686 SH   SOLE   44,983 0 65,703
WILLIAMS COS INC DEL COM 969457100 15,931 490,652 SH   SOLE   490,652 0 0
YAHOO INC COM 984332106 30,953 1,231,702 SH   SOLE   1,231,702 0 0
YAMANA GOLD INC COM 98462Y100 5,744 604,045 SH   SOLE   55,840 0 548,205
YELP INC CL A 985817105 77,607 2,231,999 SH   SOLE   2,231,999 0 0
ZIPREALTY INC COM 98974V107 3,130 1,000,000 SH   SOLE   1,000,000 0 0