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 |
| AMAZON COM INC | COM | 023135106 | 53,257 | 158,331 | SH | SOLE | 158,331 | 0 | 0 | ||
| ARCH COAL INC | COM | 039380100 | 7,230 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| CLIFFS NAT RES INC | COM | 18683K101 | 16,368 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 26,038 | 306,441 | SH | SOLE | 306,441 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 48,021 | 952,424 | SH | SOLE | 952,424 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 121,202 | 2,184,600 | SH | SOLE | 2,184,600 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 52,430 | 1,004,788 | SH | SOLE | 1,004,788 | 0 | 0 | ||
| DRESSER-RAND GROUP INC | COM | 261608103 | 30,145 | 516,100 | SH | SOLE | 516,100 | 0 | 0 | ||
| FAMILY DLR STORES INC | COM | 307000109 | 87,305 | 1,505,000 | SH | Call | SOLE | 1,505,000 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 20,488 | 178,000 | SH | SOLE | 178,000 | 0 | 0 | ||
| GREEN PLAINS RENEWABLE ENERG | COM | 393222104 | 47,824 | 1,596,256 | SH | SOLE | 1,596,256 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 128,887 | 1,628,800 | SH | SOLE | 1,628,800 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 159,233 | 1,399,602 | SH | SOLE | 1,399,602 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | 112,171 | 97,795 | SH | SOLE | 97,795 | 0 | 0 | ||
| OCEANEERING INTL INC | COM | 675232102 | 47,837 | 665,696 | SH | SOLE | 665,696 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 99,774 | 2,296,305 | SH | SOLE | 2,296,305 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 98,852 | 1,381,189 | SH | SOLE | 1,381,189 | 0 | 0 | ||
| SALLY BEAUTY HLDGS INC | COM | 79546E104 | 64,252 | 2,344,971 | SH | SOLE | 2,344,971 | 0 | 0 | ||
| TESLA MTRS INC | COM | 88160R101 | 8,338 | 40,000 | SH | Put | SOLE | 40,000 | 0 | 0 | |
| VALERO ENERGY CORP NEW | COM | 91913Y100 | 53,100 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| WILLIAMS COS INC DEL | COM | 969457100 | 50,725 | 1,250,000 | SH | Call | SOLE | 1,250,000 | 0 | 0 | |
| WILLIAMS COS INC DEL | COM | 969457100 | 109,851 | 2,707,035 | SH | SOLE | 2,707,035 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 16,291 | 522,828 | SH | SOLE | 522,828 | 0 | 0 | ||