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
3-D SYS CORP DEL COM NEW 88554D205 1,857 31,400 SH   SOLE   31,400 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 35,278 676,213 SH   SOLE   676,213 0 0
ALTISOURCE ASSET MGMT CORP COM 02153X108 30,151 28,057 SH   SOLE   28,057 0 0
ALTISOURCE PORTFOLIO SOLNS S REG SHS L0175J104 9,168 75,357 SH   SOLE   75,357 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 92,295 6,583,095 SH   SOLE   6,583,095 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 29,440 2,099,900 SH Call SOLE   2,099,900 0 0
ANADARKO PETE CORP COM 032511107 18,930 223,340 SH   SOLE   223,340 0 0
ANADARKO PETE CORP COM 032511107 15,384 181,500 SH Call SOLE   181,500 0 0
BAIDU INC SPON ADR REP A 056752108 5,539 36,376 SH   SOLE   36,376 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 3,877 74,000 SH Put SOLE   74,000 0 0
CABOT OIL & GAS CORP COM 127097103 24,764 730,934 SH   SOLE   730,934 0 0
CARBO CERAMICS INC COM 140781105 5,520 40,000 SH Put SOLE   40,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 10,835 195,747 SH   SOLE   195,747 0 0
CHENIERE ENERGY INC COM NEW 16411R208 16,356 295,500 SH Call SOLE   295,500 0 0
COMMONWEALTH REIT COM SH BEN INT 203233101 38,068 1,447,448 SH   SOLE   1,447,448 0 0
DOLLAR GEN CORP NEW COM 256677105 31,180 562,000 SH Call SOLE   562,000 0 0
EASTMAN CHEM CO COM 277432100 28,306 328,339 SH   SOLE   328,339 0 0
FACEBOOK INC CL A 30303M102 7,584 125,900 SH Call SOLE   125,900 0 0
FACEBOOK INC CL A 30303M102 28,049 465,623 SH   SOLE   465,623 0 0
FAMILY DLR STORES INC COM 307000109 17,374 299,500 SH Call SOLE   299,500 0 0
GENERAL MTRS CO COM 37045V100 51,219 1,488,048 SH   SOLE   1,488,048 0 0
GENERAL MTRS CO COM 37045V100 15,107 438,900 SH Call SOLE   438,900 0 0
KRONOS WORLDWIDE INC COM 50105F105 3,699 221,738 SH   SOLE   221,738 0 0
OCWEN FINL CORP COM NEW 675746309 54,618 1,394,016 SH   SOLE   1,394,016 0 0
PLUG POWER INC COM NEW 72919P202 1,349 190,000 SH Put SOLE   190,000 0 0
SERVICE CORP INTL COM 817565104 19,513 981,533 SH   SOLE   981,533 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 75,926 406,000 SH Put SOLE   406,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 33,028 1,171,623 SH   SOLE   1,171,623 0 0
STURM RUGER & CO INC COM 864159108 8,970 150,000 SH Put SOLE   150,000 0 0
STURM RUGER & CO INC COM 864159108 3,496 58,462 SH   SOLE   58,462 0 0
TIME WARNER INC COM NEW 887317303 39,489 604,455 SH   SOLE   604,455 0 0
TIME WARNER INC COM NEW 887317303 8,075 123,600 SH Call SOLE   123,600 0 0
TRIUMPH GROUP INC NEW COM 896818101 27,848 431,214 SH   SOLE   431,214 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 30,380 950,267 SH   SOLE   950,267 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 23,153 743,978 SH   SOLE   743,978 0 0
WILLIAMS COS INC DEL COM 969457100 49,293 1,214,700 SH Call SOLE   1,214,700 0 0
WILLIAMS COS INC DEL COM 969457100 70,258 1,731,353 SH   SOLE   1,731,353 0 0