0000950142-14-001050.txt : 20140515 0000950142-14-001050.hdr.sgml : 20140515 20140515095546 ACCESSION NUMBER: 0000950142-14-001050 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140515 DATE AS OF CHANGE: 20140515 EFFECTIVENESS DATE: 20140515 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: 14844341 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 03-31-2014 03-31-2014 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 05-15-2014 0 23 1459620 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 53257 158331 SH SOLE 158331 0 0 ARCH COAL INC COM 039380100 7230 1500000 SH SOLE 1500000 0 0 CLIFFS NAT RES INC COM 18683K101 16368 800000 SH SOLE 800000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 26038 306441 SH SOLE 306441 0 0 CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 48021 952424 SH SOLE 952424 0 0 DOLLAR GEN CORP NEW COM 256677105 121202 2184600 SH SOLE 2184600 0 0 DOLLAR TREE INC COM 256746108 52430 1004788 SH SOLE 1004788 0 0 DRESSER-RAND GROUP INC COM 261608103 30145 516100 SH SOLE 516100 0 0 FAMILY DLR STORES INC COM 307000109 87305 1505000 SH Call SOLE 1505000 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 20488 178000 SH SOLE 178000 0 0 GREEN PLAINS RENEWABLE ENERG COM 393222104 47824 1596256 SH SOLE 1596256 0 0 HOME DEPOT INC COM 437076102 128887 1628800 SH SOLE 1628800 0 0 MONSANTO CO NEW COM 61166W101 159233 1399602 SH SOLE 1399602 0 0 NVR INC COM 62944T105 112171 97795 SH SOLE 97795 0 0 OCEANEERING INTL INC COM 675232102 47837 665696 SH SOLE 665696 0 0 REALOGY HLDGS CORP COM 75605Y106 99774 2296305 SH SOLE 2296305 0 0 ROSS STORES INC COM 778296103 98852 1381189 SH SOLE 1381189 0 0 SALLY BEAUTY HLDGS INC COM 79546E104 64252 2344971 SH SOLE 2344971 0 0 TESLA MTRS INC COM 88160R101 8338 40000 SH Put SOLE 40000 0 0 VALERO ENERGY CORP NEW COM 91913Y100 53100 1000000 SH Call SOLE 1000000 0 0 WILLIAMS COS INC DEL COM 969457100 50725 1250000 SH Call SOLE 1250000 0 0 WILLIAMS COS INC DEL COM 969457100 109851 2707035 SH SOLE 2707035 0 0 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 16291 522828 SH SOLE 522828 0 0