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
58 COM INC SPON ADR REP A 31680Q104 62,705 1,635,500 SH   SOLE   1,635,500 0 0
ADVANCED ENERGY INDS COM 007973100 210 9,173 SH   SOLE   9,173 0 0
AMAZON COM INC COM 023135106 54,989 137,890 SH   SOLE   133,028 0 4,862
ANADARKO PETE CORP COM 032511107 4,409 55,579 SH   SOLE   55,579 0 0
ANDERSONS INC COM 034164103 214 2,395 SH   SOLE   2,395 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 3,659 100,000 SH   SOLE   100,000 0 0
BOB EVANS FARMS INC COM 096761101 1,435 28,364 SH   SOLE   28,364 0 0
BOEING CO COM 097023105 4,095 30,000 SH   SOLE   30,000 0 0
BRAVO BRIO RESTAURANT GROUP COM 10567B109 172 10,599 SH   SOLE   10,599 0 0
BURLINGTON STORES INC COM 122017106 3,360 105,000 SH   SOLE   105,000 0 0
CALLAWAY GOLF CO COM 131193104 90 10,714 SH   SOLE   10,714 0 0
CALLON PETE CO DEL COM 13123X102 71 10,836 SH   SOLE   10,836 0 0
CALPINE CORP COM NEW 131347304 20,838 1,068,043 SH   SOLE   998,401 0 69,642
CAMPBELL SOUP CO COM 134429109 4,328 100,000 SH Call SOLE   100,000 0 0
CF INDS HLDGS INC COM 125269100 122,318 524,881 SH   SOLE   511,162 0 13,719
CHART INDS INC COM PAR $0.01 16115Q308 956 10,000 SH   SOLE   10,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 86,818 2,013,404 SH   SOLE   1,958,967 0 54,437
COMCAST CORP NEW CL A 20030N101 14,242 274,067 SH   SOLE   250,219 0 23,848
CONTAINER STORE GROUP INC COM 210751103 2,331 50,000 SH   SOLE   50,000 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 4,424 82,991 SH   SOLE   82,991 0 0
CREE INC COM 225447101 22,715 363,318 SH   SOLE   347,961 0 15,357
CRITEO S A SPONS ADS 226718104 684 20,000 SH   SOLE   20,000 0 0
CUMULUS MEDIA INC CL A 231082108 191 24,707 SH   SOLE   24,707 0 0
CYTEC INDS INC COM 232820100 191,153 2,051,881 SH   SOLE   2,025,298 0 26,583
DANAHER CORP DEL COM 235851102 8,492 110,000 SH   SOLE   110,000 0 0
DIRECTV COM 25490A309 60,089 870,095 SH   SOLE   829,011 0 41,084
DOLLAR GEN CORP NEW COM 256677105 43,422 719,861 SH   SOLE   696,941 0 22,920
DOMTAR CORP COM NEW 257559203 22,148 234,772 SH   SOLE   216,022 0 18,750
DOW CHEM CO COM 260543103 2,442 55,000 SH   SOLE   55,000 0 0
EDUCATION MGMT CORP NEW COM 28140M103 158 15,638 SH   SOLE   15,638 0 0
ELLIS PERRY INTL INC COM 288853104 179 11,322 SH   SOLE   11,322 0 0
ENERSYS COM 29275Y102 289 4,125 SH   SOLE   4,125 0 0
ENTERCOM COMMUNICATIONS CORP CL A 293639100 164 15,579 SH   SOLE   15,579 0 0
EOG RES INC COM 26875P101 923 5,500 SH   SOLE   5,500 0 0
EQT CORP COM 26884L109 5,865 65,321 SH   SOLE   65,321 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 79 17,021 SH   SOLE   17,021 0 0
FULLER H B CO COM 359694106 1,041 20,000 SH   SOLE   20,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 112,491 2,213,948 SH   SOLE   2,135,418 0 78,530
GOGO INC COM 38046C109 2,482 100,000 SH Put SOLE   100,000 0 0
GOOGLE INC CL A 38259P508 74,432 66,415 SH   SOLE   63,871 0 2,544
GRAPHIC PACKAGING HLDG CO COM 388689101 1,152 119,963 SH   SOLE   119,963 0 0
GRAY TELEVISION INC COM 389375106 185 12,452 SH   SOLE   12,452 0 0
GT ADVANCED TECHNOLOGIES INC COM 36191U106 2,895 332,167 SH   SOLE   332,167 0 0
GT ADVANCED TECHNOLOGIES INC NOTE 3.000%12/1 36191UAB2 507 500,000 PRN   SOLE   500,000 0 0
HARTE-HANKS INC COM 416196103 174 22,210 SH   SOLE   22,210 0 0
HERCULES OFFSHORE INC COM 427093109 74 11,364 SH   SOLE   11,364 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 5,438 190,000 SH   SOLE   190,000 0 0
HEWLETT PACKARD CO COM 428236103 11,752 420,000 SH Put SOLE   420,000 0 0
HEXCEL CORP NEW COM 428291108 203 4,534 SH   SOLE   4,534 0 0
HSN INC COM 404303109 12,149 195,004 SH   SOLE   195,004 0 0
INTL PAPER CO COM 460146103 2,182 44,500 SH   SOLE   44,500 0 0
IRON MTN INC COM 462846106 1,093 36,000 SH   SOLE   36,000 0 0
ISHARES MSCI STH KOR ETF 464286772 1,035 16,000 SH   SOLE   16,000 0 0
ISHARES MSCI EMG MKT ETF 464287234 196,437 4,700,000 SH Put SOLE   4,700,000 0 0
ISHARES RUSSELL 2000 ETF 464287655 11,536 100,000 SH Put SOLE   100,000 0 0
ISHARES U.S. REAL ES ETF 464287739 1,002 15,880 SH   SOLE   15,880 0 0
ITT CORP NEW COM NEW 450911201 4,559 105,000 SH   SOLE   105,000 0 0
JOHNSON CTLS INC COM 478366107 218 4,241 SH   SOLE   4,241 0 0
JOURNAL COMMUNICATIONS INC CL A 481130102 172 18,439 SH   SOLE   18,439 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 54,666 648,318 SH   SOLE   625,395 0 22,923
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 74,288 2,531,112 SH   SOLE   2,456,165 0 74,947
LIBERTY MEDIA CORP DELAWARE CL A 531229102 5,933 40,555 SH   SOLE   40,555 0 0
LOWES COS INC COM 548661107 31,709 639,945 SH   SOLE   620,845 0 19,100
MARATHON PETE CORP COM 56585A102 54,771 597,091 SH   SOLE   567,031 0 30,060
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 1,004 47,526 SH   SOLE   47,526 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 10,565 500,000 SH Call SOLE   500,000 0 0
MATTRESS FIRM HLDG CORP COM 57722W106 2,066 48,000 SH   SOLE   48,000 0 0
MCGRAW HILL FINL INC COM 580645109 141,775 1,812,982 SH   SOLE   1,763,407 0 49,575
NAUTILUS INC COM 63910B102 93 11,050 SH   SOLE   11,050 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 3,393 125,936 SH   SOLE   125,936 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 709 22,500 SH   SOLE   22,500 0 0
NEW YORK & CO INC COM 649295102 178 40,656 SH   SOLE   40,656 0 0
NEW YORK TIMES CO CL A 650111107 171 10,747 SH   SOLE   10,747 0 0
NEXTERA ENERGY INC COM 65339F101 36,251 423,392 SH   SOLE   392,502 0 30,890
NEXTERA ENERGY INC COM 65339F101 51,372 600,000 SH Call SOLE   600,000 0 0
NEXTERA ENERGY INC UNIT 99/99/9999 65339F861 2,509 50,000 SH   SOLE   50,000 0 0
NEXTERA ENERGY INC UNIT 09/01/2015 65339F887 2,265 40,000 SH   SOLE   40,000 0 0
NRG ENERGY INC COM NEW 629377508 66,374 2,311,057 SH   SOLE   2,211,905 0 99,152
NRG YIELD INC COM CL A 62942X108 3,876 96,882 SH   SOLE   96,882 0 0
ORBITZ WORLDWIDE INC COM 68557K109 170 23,688 SH   SOLE   23,688 0 0
OWENS ILL INC COM NEW 690768403 895 25,000 SH   SOLE   25,000 0 0
PETROQUEST ENERGY INC COM 716748108 73 16,787 SH   SOLE   16,787 0 0
PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 34,590 1,292,107 SH   SOLE   1,195,234 0 96,873
PRICELINE COM INC COM NEW 741503403 25,787 22,184 SH   SOLE   20,562 0 1,622
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 77,119 939,898 SH   SOLE   918,246 0 21,652
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 3,980 150,000 SH   SOLE   150,000 0 0
RITE AID CORP COM 767754104 158 31,165 SH   SOLE   31,165 0 0
ROCKET FUEL INC COM 773111109 4,689 76,258 SH   SOLE   76,258 0 0
RTI INTL METALS INC NOTE 1.625%10/1 74973WAB3 528 500,000 PRN   SOLE   500,000 0 0
RUBICON TECHNOLOGY INC COM 78112T107 2,197 220,822 SH   SOLE   220,822 0 0
SCICLONE PHARMACEUTICALS INC COM 80862K104 68 13,513 SH   SOLE   13,513 0 0
SCORPIO BULKERS INC SHS Y7546A106 2,010 200,000 SH   SOLE   200,000 0 0
SEADRILL PARTNERS LLC COMUNIT REP LB Y7545W109 7,674 247,559 SH   SOLE   247,559 0 0
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 1,010 11,409 SH   SOLE   11,409 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 2,090 40,000 SH   SOLE   40,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1,019 28,500 SH   SOLE   28,500 0 0
SEMPRA ENERGY COM 816851109 15,742 175,384 SH   SOLE   165,398 0 9,986
SHUTTERFLY INC COM 82568P304 3,844 75,476 SH   SOLE   75,476 0 0
SIBANYE GOLD LTD SPONSORED ADR 825724206 5,018 1,043,270 SH   SOLE   1,043,270 0 0
SINA CORP ORD G81477104 8,425 100,000 SH   SOLE   100,000 0 0
SINA CORP ORD G81477104 42,125 500,000 SH Call SOLE   500,000 0 0
SMITH A O COM 831865209 213 3,952 SH   SOLE   3,952 0 0
SOLAZYME INC COM 83415T101 2,178 200,000 SH   SOLE   200,000 0 0
SOUFUN HLDGS LTD ADR 836034108 184,006 2,232,809 SH   SOLE   2,178,459 0 54,350
SPDR GOLD TRUST GOLD SHS 78463V107 503 4,332 SH   SOLE   4,332 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 171,858 1,480,000 SH Call SOLE   1,480,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,662 9,000 SH   SOLE   9,000 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 1,017 25,050 SH   SOLE   25,050 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 1,332 40,000 SH   SOLE   40,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 1,729 45,000 SH   SOLE   45,000 0 0
STANLEY BLACK & DECKER INC UNIT 99/99/9999 854502804 1,029 10,000 SH   SOLE   10,000 0 0
STARBUCKS CORP COM 855244109 2,410 30,750 SH   SOLE   30,750 0 0
STONERIDGE INC COM 86183P102 170 13,316 SH   SOLE   13,316 0 0
SUNGY MOBILE LTD ADR REP ORD A 86737M100 21,542 1,049,300 SH   SOLE   1,049,300 0 0
SUPERVALU INC COM 868536103 189 25,866 SH   SOLE   25,866 0 0
TABLEAU SOFTWARE INC CL A 87336U105 5,285 76,676 SH   SOLE   76,676 0 0
TIME WARNER CABLE INC COM 88732J207 77,440 571,514 SH   SOLE   549,781 0 21,733
TIME WARNER INC COM NEW 887317303 10,561 151,481 SH   SOLE   138,250 0 13,231
TOWN SPORTS INTL HLDGS INC COM 89214A102 169 11,426 SH   SOLE   11,426 0 0
TREEHOUSE FOODS INC COM 89469A104 1,551 22,500 SH   SOLE   22,500 0 0
TWITTER INC COM 90184L102 33,778 599,175 SH   SOLE   599,175 0 0
TYCO INTERNATIONAL LTD SHS H89128104 6,977 170,000 SH   SOLE   170,000 0 0
TYSON FOODS INC CL A 902494103 2,168 64,789 SH   SOLE   64,789 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 9,652 100,000 SH Call SOLE   100,000 0 0
UNITED STATES OIL FUND LP UNITS 91232N108 26,490 750,000 SH Put SOLE   750,000 0 0
UNITED STATES STL CORP NEW COM 912909108 14,750 500,000 SH Call SOLE   500,000 0 0
UNITED STATES STL CORP NEW COM 912909108 8,850 300,000 SH Put SOLE   300,000 0 0
UNITED STATES STL CORP NEW NOTE 4.000% 5/1 912909AE8 2,667 2,500,000 PRN   SOLE   2,500,000 0 0
UNITED STATES STL CORP NEW NOTE 2.750% 4/0 912909AH1 1,324 1,000,000 PRN   SOLE   1,000,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 6,259 55,000 SH   SOLE   55,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 47,874 949,885 SH   SOLE   904,469 0 45,416
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 132,551 1,584,019 SH   SOLE   1,557,371 0 26,648
VIVUS INC COM 928551100 53,799 5,925,000 SH   SOLE   5,925,000 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 201 3,247 SH   SOLE   3,247 0 0
WESTLAKE CHEM CORP COM 960413102 4,883 40,000 SH   SOLE   40,000 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 2,440 48,000 SH   SOLE   48,000 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 1,779 35,000 SH Call SOLE   35,000 0 0
YELP INC CL A 985817105 73,903 1,071,840 SH   SOLE   1,071,840 0 0
YUM BRANDS INC COM 988498101 1,701 22,500 SH   SOLE   22,500 0 0
YUM BRANDS INC COM 988498101 37,805 500,000 SH Call SOLE   500,000 0 0
ZIPREALTY INC COM 98974V107 4,480 800,000 SH   SOLE   800,000 0 0