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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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
BARRICK GOLD CORP COM 067901108 4,377 273,887 SH   SOLE   273,887 0 0
ALON USA ENERGY INC COM 020520102 1,971 173,162 SH   SOLE   173,162 0 0
CF INDS HLDGS INC COM 125269100 6,139 195,011 SH   SOLE   195,011 0 0
CIVEO CORP CDA COM 17878Y108 1,070 486,444 SH   SOLE   486,444 0 0
CVR ENERGY INC COM 12662P108 7,161 282,058 SH   SOLE   282,058 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100 573 24,923 SH   SOLE   24,923 0 0
DEVRY ED GROUP INC COM 251893103 18,898 605,702 SH   SOLE   605,702 0 0
DYNEGY INC NEW DEL COM 26817R108 4,179 493,944 SH   SOLE   493,944 0 0
DORIAN LPG LTD SHS USD Y2106R110 150 18,288 SH   SOLE   18,288 0 0
NRG ENERGY INC COM NEW 629377508 5,017 409,196 SH   SOLE   409,196 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 3,069 330,008 SH   SOLE   330,008 0 0
OCWEN FINL CORP COM NEW 675746309 2,988 554,439 SH   SOLE   554,439 0 0
PBF ENERGY INC CL A 69318G106 3,161 113,367 SH   SOLE   113,367 0 0
RESOLUTE FST PRODS INC COM 76117W109 1,372 256,457 SH   SOLE   256,457 0 0
RUBY TUESDAY INC COM 781182100 336 104,100 SH   SOLE   104,100 0 0
SILVER WHEATON CORP COM 828336107 6,650 344,195 SH   SOLE   344,195 0 0
SOUTHWESTERN ENERGY CO COM 845467109 2,027 187,355 SH   SOLE   187,355 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 6,723 1,339,298 SH   SOLE   1,339,298 0 0
UNISYS CORP COM NEW 909214306 8,802 588,754 SH   SOLE   588,754 0 0
VONAGE HLDGS CORP COM 92886T201 7,962 1,162,383 SH   SOLE   1,162,383 0 0
WALTER INVT MGMT CORP COM 93317W102 1,030 216,855 SH   SOLE   216,855 0 0
AMAZON.COM INC CMN COM 023135106 201,715 269,000 SH Put SOLE   269,000 0 0
BOEING COMPANY CMN COM 097023105 21,795 140,000 SH Put SOLE   140,000 0 0
ALIBABA GROUP HOLDING LIMITED SPONSORED ADR CMN SPONSORED ADS 01609W102 68,922 784,900 SH Put SOLE   784,900 0 0
BHP BILLITON LIMITED SPONSORED ADR CMN SPONSORED ADR 088606108 6,548 183,000 SH Put SOLE   183,000 0 0
CF INDS HLDGS INC COM 125269100 11,779 374,200 SH Call SOLE   374,200 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A CL A 192446102 24,026 428,800 SH Put SOLE   428,800 0 0
CVR ENERGY INC COM 12662P108 9,681 381,300 SH Call SOLE   381,300 0 0
DEVRY ED GROUP INC COM 251893103 4,561 146,200 SH Call SOLE   146,200 0 0
DYNEGY INC NEW DEL COM 26817R108 4,047 478,400 SH Call SOLE   478,400 0 0
FACEBOOK, INC. CMN CLASS A CL A 30303M102 53,453 464,600 SH Put SOLE   464,600 0 0
FLOWERS FOODS INC CMN COM 343498101 4,202 210,400 SH Put SOLE   210,400 0 0
iShares China Large-Cap ETF CHINA LG-CAP ETF 464287184 8,664 249,600 SH Put SOLE   249,600 0 0
SPDR GOLD TRUST ETF GOLD SHS 78463V107 61,941 565,100 SH Call SOLE   565,100 0 0
HANESBRANDS INC. CMN COM 410345102 9,470 439,000 SH Put SOLE   439,000 0 0
HORMEL FOODS CORP CMN COM 440452100 10,067 289,200 SH Put SOLE   289,200 0 0
ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 77,997 578,400 SH Put SOLE   578,400 0 0
KANSAS CITY SOUTHERN CMN COM NEW 485170302 14,255 168,000 SH Put SOLE   168,000 0 0
LAS VEGAS SANDS CORP. CMN COM 517834107 21,129 395,600 SH Put SOLE   395,600 0 0
NETEASE INC SPONSORED ADR CMN SPONSORED ADR 64110W102 16,323 75,800 SH Put SOLE   75,800 0 0
NVIDIA CORP CMN COM 67066G104 7,472 70,000 SH Put SOLE   70,000 0 0
OMNICOM GROUP CMN COM 681919106 15,847 186,200 SH Put SOLE   186,200 0 0
O'REILLY AUTOMOTIVE INC CMN COM 67103H107 15,257 54,800 SH Put SOLE   54,800 0 0
POWERSHARES QQQ TRUST ETF INDEX TRACKING STOCK UNIT SER 1 73935A104 43,778 369,500 SH Put SOLE   369,500 0 0
REGENERON PHARMACEUTICAL INC CMN COM 75886F107 10,279 28,000 SH Put SOLE   28,000 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 9,986 265,100 SH Put SOLE   265,100 0 0
CONSTELLATION BRANDS INC CMN CLASS A CL A 21036P108 25,909 169,000 SH Put SOLE   169,000 0 0
TRANSDIGM GROUP INCORPORATED CMN COM 893641100 9,062 36,400 SH Put SOLE   36,400 0 0
TEVA PHARMACEUTICAL IND LTD ADS ADR 881624209 18,202 502,100 SH Put SOLE   502,100 0 0
TYSON FOODS INC CL-A CMN CLASS A CL A 902494103 12,521 203,000 SH Put SOLE   203,000 0 0
UNIVERSAL HEALTH SVC CL B CMN CLASS B CL B 913903100 25,956 244,000 SH Put SOLE   244,000 0 0
ULTIMATE SOFTWARE GROUP INC CMN COM 90385D107 16,247 89,100 SH Put SOLE   89,100 0 0
VALE S.A. ADR ADR 91912E105 7,727 1,014,000 SH Put SOLE   1,014,000 0 0
WYNN RESORTS, LIMITED CMN COM 983134107 18,427 213,000 SH Put SOLE   213,000 0 0