The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AIR PRODS & CHEMS INC COM 009158106 52,039 399,749 SH   SOLE   399,749 0 0
ANADARKO PETE CORP COM 032511107 21,401 210,969 SH   SOLE   210,969 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 10,203 92,042 SH   SOLE   92,042 0 0
BURLINGTON STORES INC COM 122017106 21,734 545,270 SH   SOLE   545,270 0 0
CLIFFS NAT RES INC COM 18683K101 13,494 1,300,000 SH   SOLE   1,300,000 0 0
COCA COLA CO COM 191216100 21,330 500,000 SH Put SOLE   500,000 0 0
CONOCOPHILLIPS COM 20825C104 38,260 500,000 SH Put SOLE   500,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 77,961 1,373,515 SH   SOLE   1,373,515 0 0
DOLLAR TREE INC COM 256746108 11,259 200,800 SH Call SOLE   200,800 0 0
DOLLAR TREE INC COM 256746108 32,236 574,927 SH   SOLE   574,927 0 0
GREEN PLAINS INC COM 393222104 9,348 250,000 SH Call SOLE   250,000 0 0
GREEN PLAINS INC COM 393222104 73,244 1,958,926 SH   SOLE   1,958,926 0 0
HALLIBURTON CO COM 406216101 51,608 800,000 SH Call SOLE   800,000 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 1,328 50,000 SH   SOLE   50,000 0 0
HOME DEPOT INC COM 437076102 43,415 473,244 SH   SOLE   473,244 0 0
LENNAR CORP CL A 526057104 25,042 644,915 SH   SOLE   644,915 0 0
LOWES COS INC COM 548661107 21,538 406,983 SH   SOLE   406,983 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 8,664 311,323 SH   SOLE   311,323 0 0
MONSANTO CO NEW COM 61166W101 65,051 578,183 SH   SOLE   578,183 0 0
NVR INC COM 62944T105 61,412 54,346 SH   SOLE   54,346 0 0
OCEANEERING INTL INC COM 675232102 68,494 1,051,000 SH   SOLE   1,051,000 0 0
PHILLIPS 66 COM 718546104 20,556 252,813 SH   SOLE   252,813 0 0
RANGE RES CORP COM 75281A109 27,289 402,428 SH   SOLE   402,428 0 0
REALOGY HLDGS CORP COM 75605Y106 54,996 1,478,378 SH   SOLE   1,478,378 0 0
REALOGY HLDGS CORP COM 75605Y106 69,006 1,855,000 SH Call SOLE   1,855,000 0 0
ROSS STORES INC COM 778296103 50,521 668,444 SH   SOLE   668,444 0 0
ROSS STORES INC COM 778296103 56,685 750,000 SH Call SOLE   750,000 0 0
SCHLUMBERGER LTD COM 806857108 50,845 500,000 SH Call SOLE   500,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 42,090 1,000,000 SH Put SOLE   1,000,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 2,278 20,000 SH   SOLE   20,000 0 0
STARBUCKS CORP COM 855244109 12,564 166,504 SH   SOLE   166,504 0 0
VISA INC COM CL A 92826C839 41,665 195,273 SH   SOLE   195,273 0 0
WHOLE FOODS MKT INC COM 966837106 9,528 250,000 SH Put SOLE   250,000 0 0
WILLIAMS COS INC DEL COM 969457100 101,126 1,827,021 SH   SOLE   1,827,021 0 0