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
ALCOA INC COM 013817101 199 24,555 SH   SOLE   24,555 0 0
AMAZON COM INC COM 023135106 64,221 205,415 SH   SOLE   205,415 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 165 11,827 SH   SOLE   11,827 0 0
AMERICAN ELEC PWR INC COM 025537101 301 6,933 SH   SOLE   6,933 0 0
ANDERSONS INC COM 034164103 426 6,099 SH   SOLE   6,099 0 0
ATHLON ENERGY INC COM 047477104 1,045 31,950 SH   SOLE   31,950 0 0
BAIDU INC SPON ADR REP A 056752108 77,590 500,000 SH Call SOLE   500,000 0 0
BAIDU INC SPON ADR REP A 056752108 72,689 468,415 SH   SOLE   468,415 0 0
BROWN FORMAN CORP CL B 115637209 247 3,628 SH   SOLE   3,628 0 0
CALPINE CORP COM NEW 131347304 20,763 1,068,586 SH   SOLE   1,068,586 0 0
CF INDS HLDGS INC COM 125269100 44,332 210,273 SH   SOLE   210,273 0 0
CHENIERE ENERGY INC COM NEW 16411R208 28,699 840,616 SH   SOLE   840,616 0 0
CHIMERA INVT CORP COM 16934Q109 52 16,949 SH   SOLE   16,949 0 0
COMCAST CORP NEW CL A 20030N101 17,031 377,510 SH   SOLE   377,510 0 0
COMCAST CORP NEW CL A SPL 20030N200 7,153 165,000 SH   SOLE   165,000 0 0
CONAGRA FOODS INC COM 205887102 9,102 300,000 SH Call SOLE   300,000 0 0
CONCHO RES INC COM 20605P101 1,088 10,000 SH   SOLE   10,000 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 4,961 96,439 SH   SOLE   96,439 0 0
CRANE CO COM 224399105 1,850 30,000 SH   SOLE   30,000 0 0
CREE INC COM 225447101 899 14,934 SH   SOLE   14,934 0 0
CUBIST PHARMACEUTICALS INC COM 229678107 12,866 202,451 SH   SOLE   202,451 0 0
CYTEC INDS INC COM 232820100 171,986 2,113,893 SH   SOLE   2,113,893 0 0
DANAHER CORP DEL COM 235851102 5,546 80,000 SH   SOLE   80,000 0 0
DARLING INTL INC COM 237266101 356 16,813 SH   SOLE   16,813 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 251 4,410 SH   SOLE   4,410 0 0
DIRECTV COM 25490A309 95,709 1,601,027 SH   SOLE   1,601,027 0 0
DOLLAR GEN CORP NEW COM 256677105 57,153 1,012,273 SH   SOLE   1,012,273 0 0
DOLLAR TREE INC COM 256746108 2,858 50,000 SH   SOLE   50,000 0 0
DOMTAR CORP COM NEW 257559203 18,216 229,364 SH   SOLE   229,364 0 0
DOW CHEM CO COM 260543103 1,536 40,000 SH   SOLE   40,000 0 0
DYNAVAX TECHNOLOGIES CORP COM 268158102 76 63,492 SH   SOLE   63,492 0 0
EMCOR GROUP INC COM 29084Q100 278 7,092 SH   SOLE   7,092 0 0
ENBRIDGE INC COM 29250N105 4,754 113,930 SH   SOLE   113,930 0 0
ENERSYS COM 29275Y102 423 6,970 SH   SOLE   6,970 0 0
EOG RES INC COM 26875P101 2,082 12,299 SH   SOLE   12,299 0 0
EQT CORP COM 26884L109 23,303 262,661 SH   SOLE   262,661 0 0
EXXON MOBIL CORP COM 30231G102 201 2,331 SH   SOLE   2,331 0 0
F M C CORP COM NEW 302491303 1,146 15,979 SH   SOLE   15,979 0 0
FACEBOOK INC CL A 30303M102 5,274 105,000 SH   SOLE   105,000 0 0
FRANKS INTL N V COM N33462107 3,062 102,316 SH   SOLE   102,316 0 0
GOOGLE INC CL A 38259P508 31,167 35,582 SH   SOLE   35,582 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 11,126 1,299,820 SH   SOLE   1,299,820 0 0
GT ADVANCED TECHNOLOGIES INC COM 36191U106 1,283 150,805 SH   SOLE   150,805 0 0
GULFPORT ENERGY CORP COM NEW 402635304 643 10,000 SH   SOLE   10,000 0 0
HCA HOLDINGS INC COM 40412C101 14,286 334,177 SH   SOLE   334,177 0 0
HERCULES OFFSHORE INC COM 427093109 8,311 1,128,998 SH   SOLE   1,128,998 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 53,382 2,408,934 SH   SOLE   2,408,934 0 0
HESS CORP COM 42809H107 696 9,000 SH   SOLE   9,000 0 0
HEXCEL CORP NEW COM 428291108 406 10,453 SH   SOLE   10,453 0 0
INGERSOLL-RAND PLC SHS G47791101 7,793 120,000 SH   SOLE   120,000 0 0
INTL PAPER CO COM 460146103 54,088 1,207,316 SH   SOLE   1,207,316 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 27,429 72,896 SH   SOLE   72,896 0 0
IRON MTN INC COM 462846106 8,681 321,273 SH   SOLE   321,273 0 0
ISHARES MSCI EMG MKT ETF 464287234 1,002 24,588 SH   SOLE   24,588 0 0
ISHARES MSCI EMG MKT ETF 464287234 9,068 222,500 SH Put SOLE   222,500 0 0
ISHARES RUSSELL 2000 ETF 464287655 608,210 5,705,000 SH Put SOLE   5,705,000 0 0
ISHARES U.S. REAL ES ETF 464287739 1,722 27,000 SH   SOLE   27,000 0 0
ISHARES JP MOR EM MK ETF 464288281 1,635 15,000 SH   SOLE   15,000 0 0
ITC HLDGS CORP COM 465685105 1,174 12,513 SH   SOLE   12,513 0 0
ITT CORP NEW COM NEW 450911201 7,190 200,000 SH   SOLE   200,000 0 0
IXIA COM 45071R109 940 60,000 SH   SOLE   60,000 0 0
JOHNSON CTLS INC COM 478366107 385 9,267 SH   SOLE   9,267 0 0
JONES ENERGY INC COM CL A 48019R108 2,462 150,000 SH   SOLE   150,000 0 0
KINDER MORGAN INC DEL COM 49456B101 996 28,000 SH   SOLE   28,000 0 0
LAREDO PETE HLDGS INC COM 516806106 890 30,000 SH   SOLE   30,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 46,767 620,002 SH   SOLE   620,002 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 57,008 2,428,986 SH   SOLE   2,428,986 0 0
LINKEDIN CORP COM CL A 53578A108 21,092 85,718 SH   SOLE   85,718 0 0
MAGNUM HUNTER RES CORP DEL COM 55973B102 617 100,000 SH   SOLE   100,000 0 0
MARATHON PETE CORP COM 56585A102 450 7,000 SH   SOLE   7,000 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 12,510 500,000 SH Call SOLE   500,000 0 0
MARKET VECTORS ETF TR OIL SVCS ETF 57060U191 19,774 420,000 SH Put SOLE   420,000 0 0
MCGRAW HILL FINL INC COM 580645109 115,943 1,767,698 SH   SOLE   1,767,698 0 0
METHANEX CORP COM 59151K108 2,641 51,484 SH   SOLE   51,484 0 0
MONSANTO CO NEW COM 61166W101 3,157 30,249 SH   SOLE   30,249 0 0
MOSAIC CO NEW COM 61945C103 21,510 500,000 SH Call SOLE   500,000 0 0
NEWS CORP NEW CL A 65249B109 251 15,618 SH   SOLE   15,618 0 0
NEXTERA ENERGY INC COM 65339F101 39,174 488,693 SH   SOLE   488,693 0 0
NEXTERA ENERGY INC COM 65339F101 186,773 2,330,000 SH Call SOLE   2,330,000 0 0
NEXTERA ENERGY INC UNIT 09/01/2015 65339F887 3,278 60,000 SH   SOLE   60,000 0 0
NOMURA HLDGS INC SPONSORED ADR 65535H208 79 10,113 SH   SOLE   10,113 0 0
NRG ENERGY INC COM NEW 629377508 40,288 1,474,118 SH   SOLE   1,474,118 0 0
NRG YIELD INC COM CL A 62942X108 2,943 97,170 SH   SOLE   97,170 0 0
OREXIGEN THERAPEUTICS INC COM 686164104 4,598 750,000 SH   SOLE   750,000 0 0
OWENS ILL INC COM NEW 690768403 375 12,500 SH   SOLE   12,500 0 0
PENN NATL GAMING INC COM 707569109 70,261 1,269,171 SH   SOLE   1,269,171 0 0
PIONEER NAT RES CO COM 723787107 2,181 11,554 SH   SOLE   11,554 0 0
POWERSECURE INTL INC COM 73936N105 353 21,996 SH   SOLE   21,996 0 0
PRETIUM RES INC COM 74139C102 26,122 3,787,552 SH   SOLE   3,787,552 0 0
PRICELINE COM INC COM NEW 741503403 708 700 SH   SOLE   700 0 0
PULTE GROUP INC COM 745867101 201 12,173 SH   SOLE   12,173 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 90,385 1,086,363 SH   SOLE   1,086,363 0 0
RANGE RES CORP COM 75281A109 2,554 33,648 SH   SOLE   33,648 0 0
ROCK-TENN CO CL A 772739207 933 9,212 SH   SOLE   9,212 0 0
ROCKWELL COLLINS INC COM 774341101 5,795 85,398 SH   SOLE   85,398 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 2,348 63,950 SH   SOLE   63,950 0 0
RTI INTL METALS INC NOTE 1.625%10/1 74973WAB3 519 500,000 PRN   SOLE   500,000 0 0
SCHLUMBERGER LTD COM 806857108 16,943 191,746 SH   SOLE   191,746 0 0
SEADRILL PARTNERS LLC COMUNIT REP LB Y7545W109 2,074 63,534 SH   SOLE   63,534 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1,495 40,000 SH   SOLE   40,000 0 0
SEMPRA ENERGY COM 816851109 24,824 290,003 SH   SOLE   290,003 0 0
SIBANYE GOLD LTD SPONSORED ADR 825724206 5,598 1,074,530 SH   SOLE   1,074,530 0 0
SINA CORP ORD G81477104 8,726 107,500 SH   SOLE   107,500 0 0
SM ENERGY CO COM 78454L100 932 12,077 SH   SOLE   12,077 0 0
SMITH A O COM 831865209 361 7,984 SH   SOLE   7,984 0 0
SOLAZYME INC COM 83415T101 3,516 326,031 SH   SOLE   326,031 0 0
SOUFUN HLDGS LTD ADR 836034108 56,088 1,086,136 SH   SOLE   1,086,136 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 1,602 12,500 SH   SOLE   12,500 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 128,180 1,000,000 SH Call SOLE   1,000,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 5,514 32,820 SH   SOLE   32,820 0 0
SPROUTS FMRS MKT INC COM 85208M102 666 15,000 SH   SOLE   15,000 0 0
STARBUCKS CORP COM 855244109 40,221 522,552 SH   SOLE   522,552 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 4,386 66,000 SH   SOLE   66,000 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 21,905 874,811 SH   SOLE   874,811 0 0
TABLEAU SOFTWARE INC CL A 87336U105 285 4,000 SH   SOLE   4,000 0 0
TESORO CORP COM 881609101 352 8,000 SH   SOLE   8,000 0 0
THORATEC CORP COM NEW 885175307 13,577 364,093 SH   SOLE   364,093 0 0
TIFFANY & CO NEW COM 886547108 251 3,275 SH   SOLE   3,275 0 0
TIME WARNER CABLE INC COM 88732J207 55,535 497,627 SH   SOLE   497,627 0 0
TIME WARNER INC COM NEW 887317303 4,278 65,000 SH   SOLE   65,000 0 0
TIVO INC COM 888706108 1,038 83,453 SH   SOLE   83,453 0 0
TREEHOUSE FOODS INC COM 89469A104 936 14,000 SH   SOLE   14,000 0 0
TYCO INTERNATIONAL LTD SHS H89128104 2,099 60,000 SH   SOLE   60,000 0 0
TYSON FOODS INC CL A 902494103 2,133 75,434 SH   SOLE   75,434 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 78 37,914 SH   SOLE   37,914 0 0
UNITED STATES STL CORP NEW NOTE 4.000% 5/1 912909AE8 2,562 2,500,000 PRN   SOLE   2,500,000 0 0
UNITED STATES STL CORP NEW NOTE 2.750% 4/0 912909AH1 1,126 1,000,000 PRN   SOLE   1,000,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 4,636 43,000 SH   SOLE   43,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 71,610 1,000,000 SH Call SOLE   1,000,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 70,417 1,239,731 SH   SOLE   1,239,731 0 0
VIVUS INC COM 928551100 50,453 5,425,000 SH   SOLE   5,425,000 0 0
VIVUS INC COM 928551100 4,650 500,000 SH Call SOLE   500,000 0 0
WESTLAKE CHEM CORP COM 960413102 4,444 42,461 SH   SOLE   42,461 0 0
WILLIAMS COS INC DEL COM 969457100 1,164 32,000 SH   SOLE   32,000 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 1,630 34,000 SH   SOLE   34,000 0 0
XOOM CORP COM 98419Q101 334 10,500 SH   SOLE   10,500 0 0
YELP INC CL A 985817105 70,934 1,071,840 SH   SOLE   1,071,840 0 0
ZIPREALTY INC COM 98974V107 4,675 854,607 SH   SOLE   854,607 0 0
ZYNGA INC CL A 98986T108 3,110 847,298 SH   SOLE   847,298 0 0