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
ASSURED GUARANTY LTD COM G0585R106 3,161 124,599 SH   SOLE   124,599 0 0
CF INDS HLDGS INC COM 125269100 2,144 88,950 SH   SOLE   88,950 0 0
CUMMINS INC COM 231021106 9 1,000,000 SH Put SOLE   10,000 0 0
GOLDCORP INC NEW COM 380956409 7,562 395,300 SH   SOLE   395,300 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 10,450 157,500 SH   SOLE   157,500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 214 447,100 SH Put SOLE   4,471 0 0
JOY GLOBAL INC COM 481165108 33 35,000 SH Put SOLE   350 0 0
LINKEDIN CORP COM CL A 53578A108 2,536 13,400 SH   SOLE   13,400 0 0
NEWMONT MINING CORP COM 651639106 4,108 105,000 SH   SOLE   105,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 17 40,000 SH Put SOLE   400 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 33,478 264,708 SH   SOLE   264,708 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 80 187,000 SH Put SOLE   1,870 0 0
UNITED STATES STL CORP NEW COM 912909108 29 45,000 SH Put SOLE   450 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 204 7,350 SH   SOLE   7,350 0 0
XILINX INC COM 983919101 10,645 230,764 SH   SOLE   230,764 0 0