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 |
| APPLE INC | COM | 037833100 | 9,758 | 105,000 | SH | SOLE | N/A | 105,000 | 0 | 0 | |
| CARNIVAL CORP | PAIRED CTF | 143658300 | 9,789 | 260,000 | SH | SOLE | N/A | 260,000 | 0 | 0 | |
| D R HORTON INC | COM | 23331A109 | 24,580 | 1,000,000 | SH | SOLE | N/A | 1,000,000 | 0 | 0 | |
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | 10,800 | 1,500,000 | SH | SOLE | N/A | 1,500,000 | 0 | 0 | |
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 15,025 | 250,000 | SH | SOLE | N/A | 250,000 | 0 | 0 | |
| GOOGLE INC | CL A | 38259P508 | 2,923 | 5,000 | SH | SOLE | N/A | 5,000 | 0 | 0 | |
| GOOGLE INC | CL C | 38259P706 | 2,876 | 5,000 | SH | SOLE | N/A | 5,000 | 0 | 0 | |
| ISHARES | MSCI EMG MKT ETF | 464287234 | 1,945 | 45,000 | SH | SOLE | N/A | 45,000 | 0 | 0 | |
| MARKET VECTORS ETF TR | GOLD MINER ETF | 57060U100 | 2,381 | 90,000 | SH | SOLE | N/A | 90,000 | 0 | 0 | |
| SOLARCITY CORP | COM | 83416T100 | 30,005 | 425,000 | SH | SOLE | N/A | 425,000 | 0 | 0 | |
| SUNEDISON INC | COM | 86732Y109 | 23,730 | 1,050,000 | SH | SOLE | N/A | 1,050,000 | 0 | 0 | |
| TESLA MTRS INC | COM | 88160R101 | 7,202 | 30,000 | SH | SOLE | N/A | 30,000 | 0 | 0 | |
| TRINA SOLAR LIMITED | SPON ADR | 89628E104 | 3,849 | 300,000 | SH | SOLE | N/A | 300,000 | 0 | 0 | |