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
COBALT INTL ENERGY INC COM 19075F106 611 37,600 SH   SOLE   37,600 0 0
GENCORP INC COM 368682100 929 52,200 SH   SOLE   52,200 0 0
LORILLARD INC COM 544147101 2,838 56,000 SH Put SOLE   56,000 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 2,273 103,200 SH   SOLE   103,200 0 0
MARKET VECTORS ETF TR JR GOLD MINERS E 57061R544 360 11,000 SH   SOLE   11,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 9,604 52,000 SH Call SOLE   52,000 0 0
ST JOE CO COM 790148100 1,120 59,000 SH   SOLE   59,000 0 0