The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| AIRGAS INC | COM | 009363102 | 22,370 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 19,940 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 54,340 | 772,101 | SH | SOLE | 772,101 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 125,206 | 2,075,702 | SH | SOLE | 2,075,702 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 67,313 | 1,193,076 | SH | SOLE | 1,193,076 | 0 | 0 | ||
| DRESSER-RAND GROUP INC | COM | 261608103 | 55,158 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 144,095 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 24,487 | 301,600 | SH | SOLE | 301,600 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 93,240 | 800,000 | SH | Call | SOLE | 800,000 | 0 | 0 | |
| MONSANTO CO NEW | COM | 61166W101 | 162,347 | 1,392,942 | SH | SOLE | 1,392,942 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | 154,903 | 150,976 | SH | SOLE | 150,976 | 0 | 0 | ||
| RANGE RES CORP | COM | 75281A109 | 37,940 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 134,289 | 2,714,556 | SH | SOLE | 2,714,556 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 100,683 | 1,343,689 | SH | SOLE | 1,343,689 | 0 | 0 | ||
| SALLY BEAUTY HLDGS INC | COM | 79546E104 | 48,056 | 1,589,671 | SH | SOLE | 1,589,671 | 0 | 0 | ||
| SIRIUS XM HLDGS INC | COM | 82968B103 | 18,567 | 5,320,000 | SH | SOLE | 5,320,000 | 0 | 0 | ||
| SNAP ON INC | COM | 833034101 | 11,160 | 101,900 | SH | SOLE | 101,900 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 295,504 | 1,600,000 | SH | Put | SOLE | 1,600,000 | 0 | 0 | |
| VALE S A | ADR | 91912E105 | 11,438 | 750,000 | SH | Put | SOLE | 750,000 | 0 | 0 | |
| VALERO ENERGY CORP NEW | COM | 91913Y100 | 6,048 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 181,101 | 4,695,386 | SH | SOLE | 4,695,386 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 24,133 | 732,200 | SH | SOLE | 732,200 | 0 | 0 | ||