0000950142-14-001718.txt : 20140814 0000950142-14-001718.hdr.sgml : 20140814 20140814160922 ACCESSION NUMBER: 0000950142-14-001718 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140814 DATE AS OF CHANGE: 20140814 EFFECTIVENESS DATE: 20140814 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: 141042801 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 06-30-2014 06-30-2014 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 08-14-2014 0 33 1372812 INFORMATION TABLE 2 infotable.xml AIR PRODS & CHEMS INC COM 009158106 22693 176435 SH SOLE 176435 0 0 AIR PRODS & CHEMS INC COM 009158106 32155 250000 SH Call SOLE 250000 0 0 AMAZON COM INC COM 023135106 32666 100579 SH SOLE 100579 0 0 ARCH COAL INC COM 039380100 7300 2000000 SH Call SOLE 2000000 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 33083 750000 SH Put SOLE 750000 0 0 COUPONS COM INC COM 22265J102 263 10000 SH SOLE 10000 0 0 CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 81692 1275640 SH SOLE 1275640 0 0 DOLLAR TREE INC COM 256746108 10936 200800 SH Call SOLE 200800 0 0 DOLLAR TREE INC COM 256746108 69599 1277979 SH SOLE 1277979 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 44265 335852 SH SOLE 335852 0 0 GREEN PLAINS INC COM 393222104 77276 2350972 SH SOLE 2350972 0 0 HALLIBURTON CO COM 406216101 11330 159549 SH SOLE 159549 0 0 HALLIBURTON CO COM 406216101 46867 660000 SH Call SOLE 660000 0 0 HAWAIIAN ELEC INDUSTRIES COM 419870100 1266 50000 SH SOLE 50000 0 0 HOME DEPOT INC COM 437076102 40690 502600 SH Call SOLE 502600 0 0 HOME DEPOT INC COM 437076102 118053 1458161 SH SOLE 1458161 0 0 LOWES COS INC COM 548661107 21003 437655 SH SOLE 437655 0 0 LUMBER LIQUIDATORS HLDGS INC COM 55003T107 3823 50332 SH SOLE 50332 0 0 MICHAEL KORS HLDGS LTD SHS G60754101 8865 100000 SH Call SOLE 100000 0 0 MICHAEL KORS HLDGS LTD SHS G60754101 30327 342099 SH SOLE 342099 0 0 MONSANTO CO NEW COM 61166W101 24948 200000 SH Call SOLE 200000 0 0 MONSANTO CO NEW COM 61166W101 84671 678778 SH SOLE 678778 0 0 NVR INC COM 62944T105 69428 60341 SH SOLE 60341 0 0 OCEANEERING INTL INC COM 675232102 80543 1030887 SH SOLE 1030887 0 0 PHILLIPS 66 COM 718546104 13321 165625 SH SOLE 165625 0 0 REALOGY HLDGS CORP COM 75605Y106 47288 1254000 SH Call SOLE 1254000 0 0 REALOGY HLDGS CORP COM 75605Y106 68280 1810660 SH SOLE 1810660 0 0 ROSS STORES INC COM 778296103 66478 1005263 SH SOLE 1005263 0 0 SALLY BEAUTY HLDGS INC COM 79546E104 40040 1596500 SH SOLE 1596500 0 0 VISA INC COM CL A 92826C839 13409 63639 SH SOLE 63639 0 0 WHOLE FOODS MKT INC COM 966837106 27041 700000 SH Call SOLE 700000 0 0 WILLIAMS COS INC DEL COM 969457100 43658 750000 SH Call SOLE 750000 0 0 WILLIAMS COS INC DEL COM 969457100 99555 1710268 SH SOLE 1710268 0 0