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
ALLEGION PUB LTD CO ORD SHS G0176J109 32,889 580,263 SH   SOLE   580,263 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 39,476 3,150,485 SH   SOLE   3,150,485 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 45,495 3,630,900 SH Call SOLE   3,630,900 0 0
ANADARKO PETE CORP COM 032511107 35,488 324,176 SH   SOLE   324,176 0 0
BLACKBERRY LTD COM 09228F103 10,542 1,029,500 SH Put SOLE   1,029,500 0 0
CABOT OIL & GAS CORP COM 127097103 6,237 182,703 SH   SOLE   182,703 0 0
CABOT OIL & GAS CORP COM 127097103 3,117 91,300 SH Call SOLE   91,300 0 0
CARBO CERAMICS INC COM 140781105 6,627 43,000 SH Put SOLE   43,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 5,320 74,200 SH Call SOLE   74,200 0 0
CHENIERE ENERGY INC COM NEW 16411R208 4,527 63,133 SH   SOLE   63,133 0 0
COMMONWEALTH REIT COM SH BEN INT 203233101 38,930 1,479,101 SH   SOLE   1,479,101 0 0
COMMONWEALTH REIT COM SH BEN INT 203233101 19,082 725,000 SH Call SOLE   725,000 0 0
DOLLAR GEN CORP NEW COM 256677105 28,382 494,800 SH Call SOLE   494,800 0 0
EASTMAN CHEM CO COM 277432100 19,861 227,374 SH   SOLE   227,374 0 0
FACEBOOK INC CL A 30303M102 32,713 486,151 SH   SOLE   486,151 0 0
FACEBOOK INC CL A 30303M102 7,462 110,900 SH Call SOLE   110,900 0 0
GENERAL MTRS CO COM 37045V100 44,833 1,235,074 SH   SOLE   1,235,074 0 0
GENERAL MTRS CO COM 37045V100 9,590 264,200 SH Call SOLE   264,200 0 0
HOLLYFRONTIER CORP COM 436106108 3,294 75,400 SH   SOLE   75,400 0 0
KRONOS WORLDWIDE INC COM 50105F105 3,056 195,038 SH   SOLE   195,038 0 0
MARATHON PETE CORP COM 56585A102 3,380 43,300 SH   SOLE   43,300 0 0
MENS WEARHOUSE INC COM 587118100 32,441 581,387 SH   SOLE   581,387 0 0
OCWEN FINL CORP COM NEW 675746309 28,264 761,846 SH   SOLE   761,846 0 0
OCWEN FINL CORP COM NEW 675746309 39,671 1,069,300 SH Call SOLE   1,069,300 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 3,525 38,294 SH   SOLE   38,294 0 0
REALOGY HLDGS CORP COM 75605Y106 34,364 911,280 SH   SOLE   911,280 0 0
SERVICE CORP INTL COM 817565104 17,010 820,965 SH   SOLE   820,965 0 0
SIGNET JEWELERS LIMITED SHS G81276100 21,181 191,530 SH   SOLE   191,530 0 0
SIGNET JEWELERS LIMITED SHS G81276100 5,408 48,900 SH Call SOLE   48,900 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 120,466 615,500 SH Put SOLE   615,500 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 34,109 1,012,128 SH   SOLE   1,012,128 0 0
STRATASYS LTD SHS M85548101 1,334 11,737 SH   SOLE   11,737 0 0
STURM RUGER & CO INC COM 864159108 7,848 133,000 SH Put SOLE   133,000 0 0
TEREX CORP NEW COM 880779103 11,381 276,906 SH   SOLE   276,906 0 0
TRINSEO S A SHS L9340P101 8,114 390,085 SH   SOLE   390,085 0 0
TRIUMPH GROUP INC NEW COM 896818101 28,187 403,713 SH   SOLE   403,713 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 20,903 594,685 SH   SOLE   594,685 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 26,023 760,227 SH   SOLE   760,227 0 0
WILLIAMS COS INC DEL COM 969457100 23,732 407,700 SH Call SOLE   407,700 0 0
WILLIAMS COS INC DEL COM 969457100 63,568 1,092,048 SH   SOLE   1,092,048 0 0