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
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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
ANADARKO PETE CORP COM 032511107 2,512 29,000 SH   SOLE N/A 29,000 0 0
APPLE INC COM 037833100 17,681 45,000 SH   SOLE N/A 45,000 0 0
CATERPILLAR INC DEL COM 149123101 16,538 200,000 SH   SOLE N/A 200,000 0 0
CHANNELADVISOR CORP COM 159179100 1,921 125,000 SH   SOLE N/A 125,000 0 0
CITIGROUP INC COM NEW 172967424 13,485 280,000 SH   SOLE N/A 280,000 0 0
CNH GLOBAL N V SHS NEW N20935206 4,206 100,592 SH   SOLE N/A 100,592 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 3,537 100,000 SH   SOLE N/A 100,000 0 0
COTY INC COM CL A 222070203 3,432 200,000 SH   SOLE N/A 200,000 0 0
DISCOVER FINL SVCS COM 254709108 12,995 274,032 SH   SOLE N/A 274,032 0 0
E M C CORP MASS COM 268648102 10,086 429,000 SH   SOLE N/A 429,000 0 0
EBAY INC COM 278642103 21,770 418,900 SH   SOLE N/A 418,900 0 0
ERICSSON ADR B SEK 10 294821608 5,655 500,000 SH   SOLE N/A 500,000 0 0
FACEBOOK INC CL A 30303M102 5,157 209,020 SH   SOLE N/A 209,020 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 12,090 440,100 SH   SOLE N/A 440,100 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 14,192 459,300 SH   SOLE N/A 459,300 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 2,388 50,000 SH   SOLE N/A 50,000 0 0
INTERCONTINENTALEXCHANGE INC COM 45865V100 10,741 60,000 SH   SOLE N/A 60,000 0 0
ISHARES TR MSCI EMERG MKT 464287234 68,976 1,800,000 SH   SOLE N/A 1,800,000 0 0
JOY GLOBAL INC COM 481165108 4,945 100,000 SH   SOLE N/A 100,000 0 0
JPMORGAN CHASE & CO COM 46625H100 14,302 270,662 SH   SOLE N/A 270,662 0 0
MARKETO INC COM 57063L107 1,222 50,000 SH   SOLE N/A 50,000 0 0
MERCADOLIBRE INC COM 58733R102 13,559 125,000 SH   SOLE N/A 125,000 0 0
MORGAN STANLEY COM NEW 617446448 6,527 265,000 SH   SOLE N/A 265,000 0 0
NAVIOS MARITIME ACQUIS CORP SHS Y62159101 2,848 824,248 SH   SOLE N/A 824,248 0 0
NIKE INC CL B 654106103 9,911 162,500 SH   SOLE N/A 162,500 0 0
PEABODY ENERGY CORP COM 704549104 2,639 179,800 SH   SOLE N/A 179,800 0 0
QUALCOMM INC COM 747525103 5,618 91,814 SH   SOLE N/A 91,814 0 0
SALESFORCE COM INC COM 79466L302 2,143 55,900 SH   SOLE N/A 55,900 0 0
SCORPIO TANKERS INC SHS Y7542C106 2,063 225,000 SH   SOLE N/A 225,000 0 0
SLM CORP COM 78442P106 13,632 600,000 SH   SOLE N/A 600,000 0 0
STATE STR CORP COM 857477103 3,716 57,000 SH   SOLE N/A 57,000 0 0
STILLWATER MNG CO COM 86074Q102 1,264 121,148 SH   SOLE N/A 121,148 0 0
TALISMAN ENERGY INC COM 87425E103 34,881 3,025,265 SH   SOLE N/A 3,025,265 0 0
VIMPELCOM LTD SPONSORED ADR 92719A106 5,844 579,748 SH   SOLE N/A 579,748 0 0
VISA INC COM CL A 92826C839 7,332 40,000 SH   SOLE N/A 40,000 0 0