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 3,072 66,257 SH   SOLE   66,257 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 28,800 604,524 SH   SOLE   604,524 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 28,024 2,323,714 SH   SOLE   2,323,714 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 38,663 3,205,900 SH Call SOLE   3,205,900 0 0
ANADARKO PETE CORP COM 032511107 31,817 313,651 SH   SOLE   313,651 0 0
APPLE INC COM 037833100 5,763 57,200 SH   SOLE   57,200 0 0
BABCOCK & WILCOX CO NEW COM 05615F102 4,165 150,400 SH Call SOLE   150,400 0 0
BLACKBERRY LTD COM 09228F103 2,902 292,000 SH Put SOLE   292,000 0 0
CABOT OIL & GAS CORP COM 127097103 5,354 163,789 SH   SOLE   163,789 0 0
CABOT OIL & GAS CORP COM 127097103 2,641 80,800 SH Call SOLE   80,800 0 0
CARBO CERAMICS INC COM 140781105 1,872 31,600 SH Put SOLE   31,600 0 0
CHENIERE ENERGY INC COM NEW 16411R208 3,497 43,700 SH Call SOLE   43,700 0 0
CLEAN HARBORS INC COM 184496107 27,241 505,200 SH Put SOLE   505,200 0 0
DOLLAR GEN CORP NEW COM 256677105 13,932 227,987 SH   SOLE   227,987 0 0
DOLLAR GEN CORP NEW COM 256677105 37,564 614,700 SH Call SOLE   614,700 0 0
EQT CORP COM 26884L109 11,488 125,500 SH   SOLE   125,500 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 37,412 1,455,147 SH   SOLE   1,455,147 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 18,691 727,000 SH Call SOLE   727,000 0 0
EXELON CORP COM 30161N101 3,423 100,400 SH Put SOLE   100,400 0 0
FACEBOOK INC CL A 30303M102 31,405 397,332 SH   SOLE   397,332 0 0
FACEBOOK INC CL A 30303M102 45,748 578,800 SH Call SOLE   578,800 0 0
GENERAL MTRS CO COM 37045V100 46,041 1,441,500 SH Call SOLE   1,441,500 0 0
KRONOS WORLDWIDE INC COM 50105F105 2,376 172,415 SH   SOLE   172,415 0 0
MENS WEARHOUSE INC COM 587118100 28,466 602,828 SH   SOLE   602,828 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 2,606 64,484 SH   SOLE   64,484 0 0
OCWEN FINL CORP COM NEW 675746309 47,535 1,815,700 SH Call SOLE   1,815,700 0 0
PLUG POWER INC COM NEW 72919P202 584 127,300 SH   SOLE   127,300 0 0
PLUG POWER INC COM NEW 72919P202 560 122,100 SH Put SOLE   122,100 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 1,037 15,375 SH   SOLE   15,375 0 0
REALOGY HLDGS CORP COM 75605Y106 22,868 614,721 SH   SOLE   614,721 0 0
SERVICE CORP INTL COM 817565104 17,168 812,109 SH   SOLE   812,109 0 0
SIGNET JEWELERS LIMITED SHS G81276100 26,051 228,699 SH   SOLE   228,699 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 2,913 84,711 SH   SOLE   84,711 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 36,252 952,490 SH   SOLE   952,490 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 12,370 325,000 SH Call SOLE   325,000 0 0
STRATASYS LTD SHS M85548101 2,501 20,703 SH   SOLE   20,703 0 0
STURM RUGER & CO INC COM 864159108 1,105 22,700 SH   SOLE   22,700 0 0
TEREX CORP NEW COM 880779103 5,440 171,224 SH   SOLE   171,224 0 0
TIME WARNER INC COM NEW 887317303 5,902 78,471 SH   SOLE   78,471 0 0
TRINSEO S A SHS L9340P101 5,757 365,995 SH   SOLE   365,995 0 0
TRIUMPH GROUP INC NEW COM 896818101 16,346 251,276 SH   SOLE   251,276 0 0
WILLIAMS COS INC DEL COM 969457100 50,213 907,192 SH   SOLE   907,192 0 0
WILLIAMS COS INC DEL COM 969457100 16,860 304,600 SH Call SOLE   304,600 0 0
ZIMMER HLDGS INC COM 98956P102 19,967 198,579 SH   SOLE   198,579 0 0