0000950142-13-002247.txt : 20131114 0000950142-13-002247.hdr.sgml : 20131114 20131114095021 ACCESSION NUMBER: 0000950142-13-002247 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130930 FILED AS OF DATE: 20131114 DATE AS OF CHANGE: 20131114 EFFECTIVENESS DATE: 20131114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Merchants' Gate Capital LP CENTRAL INDEX KEY: 0001425160 IRS NUMBER: 412240843 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12839 FILM NUMBER: 131217196 BUSINESS ADDRESS: STREET 1: 712 FIFTH AVENUE STREET 2: 44TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: (212) 993-7040 MAIL ADDRESS: STREET 1: 712 FIFTH AVENUE STREET 2: 44TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001425160 XXXXXXXX 09-30-2013 09-30-2013 false Merchants' Gate Capital LP

712 Fifth Avenue 44th Floor New York NY 10019

13F HOLDINGS REPORT 028-12839 N Jason Capello 212-993-7040 /s/ Jason Capello New York NY 11-14-2013 0 22 2487863 INFORMATION TABLE 2 infotable.xml AIRGAS INC COM 009363102 96669 911540 SH SOLE 911540 0 0 CONSTELLATION BRANDS INC CL A 21036P108 102433 1784547 SH SOLE 1784547 0 0 DOLLAR GEN CORP NEW COM 256677105 151584 2684802 SH SOLE 2684802 0 0 DOLLAR TREE INC COM 256746108 107808 1886076 SH SOLE 1886076 0 0 DRESSER-RAND GROUP INC COM 261608103 44167 707800 SH SOLE 707800 0 0 FOSSIL GROUP INC COM 34988V106 2906 25000 SH SOLE 25000 0 0 HOME DEPOT INC COM 437076102 69782 920000 SH SOLE 920000 0 0 MICHAEL KORS HLDGS LTD SHS G60754101 54027 725000 SH SOLE 725000 0 0 MONSANTO CO NEW COM 61166W101 52185 500000 SH Call SOLE 500000 0 0 MONSANTO CO NEW COM 61166W101 195896 1876942 SH SOLE 1876942 0 0 NATIONAL OILWELL VARCO INC COM 637071101 141820 1815650 SH SOLE 1815650 0 0 NORWEGIAN CRUISE LINE HLDGS SHS G66721104 71152 2306400 SH SOLE 2306400 0 0 NVR INC COM 62944T105 208496 226826 SH SOLE 226826 0 0 REALOGY HLDGS CORP COM 75605Y106 107316 2494556 SH SOLE 2494556 0 0 ROSS STORES INC COM 778296103 80392 1104289 SH SOLE 1104289 0 0 SALLY BEAUTY HLDGS INC COM 79546E104 92726 3544573 SH SOLE 3544573 0 0 SCHLUMBERGER LTD COM 806857108 145750 1649500 SH SOLE 1649500 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 504030 3000000 SH Put SOLE 3000000 0 0 VALE S A ADR 91912E105 11708 750000 SH Put SOLE 750000 0 0 WABTEC CORP COM 929740108 29335 466600 SH SOLE 466600 0 0 WILLIAMS COS INC DEL COM 969457100 193021 5308600 SH SOLE 5308600 0 0 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 24659 1225000 SH SOLE 1225000 0 0