The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
ABBVIE INC | COM | 00287Y109 | 26,905 | 476,700 | SH | SOLE | 476,700 | 0 | 0 | ||
ACTAVIS PLC | SHS | G0083B108 | 61,339 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
ACTAVIS PLC | SHS | G0083B108 | 41,956 | 188,100 | SH | Call | SOLE | 188,100 | 0 | 0 | |
APPLE INC | COM | 037833100 | 24,264 | 261,100 | SH | Call | SOLE | 261,100 | 0 | 0 | |
ARRAY BIOPHARMA INC | COM | 04269X105 | 16,416 | 3,600,000 | SH | SOLE | 3,600,000 | 0 | 0 | ||
AVIS BUDGET GROUP | COM | 053774105 | 16,415 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
BROOKDALE SR LIVING INC | COM | 112463104 | 27,506 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
CELLDEX THERAPEUTICS INC NEW | COM | 15117B103 | 8,281 | 507,400 | SH | SOLE | 507,400 | 0 | 0 | ||
COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 6,806 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
CONCHO RES INC | COM | 20605P101 | 23,120 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
CONTAINER STORE GROUP INC | COM | 210751103 | 25,002 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
DRESSER-RAND GROUP INC | COM | 261608103 | 11,471 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
EBAY INC | COM | 278642103 | 15,018 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
EBAY INC | COM | 278642103 | 12,265 | 245,000 | SH | Call | SOLE | 245,000 | 0 | 0 | |
EOG RES INC | COM | 26875P101 | 12,761 | 109,200 | SH | SOLE | 109,200 | 0 | 0 | ||
EP ENERGY CORP | CL A | 268785102 | 6,915 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
EQUINIX INC | COM NEW | 29444U502 | 15,190 | 72,300 | SH | SOLE | 72,300 | 0 | 0 | ||
GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 23,740 | 395,000 | SH | SOLE | 395,000 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 21,107 | 36,100 | SH | SOLE | 36,100 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 72,499 | 124,000 | SH | Call | SOLE | 124,000 | 0 | 0 | |
HERBALIFE LTD | COM USD SHS | G4412G101 | 13,257 | 205,400 | SH | Put | SOLE | 205,400 | 0 | 0 | |
HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 43,996 | 1,569,600 | SH | SOLE | 1,569,600 | 0 | 0 | ||
HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 13,283 | 473,900 | SH | Call | SOLE | 473,900 | 0 | 0 | |
IMPERVA INC | COM | 45321L100 | 15,153 | 578,800 | SH | SOLE | 578,800 | 0 | 0 | ||
INTERNATIONAL GAME TECHNOLOG | COM | 459902102 | 11,131 | 699,600 | SH | SOLE | 699,600 | 0 | 0 | ||
L BRANDS INC | COM | 501797104 | 41,303 | 704,100 | SH | Call | SOLE | 704,100 | 0 | 0 | |
L BRANDS INC | COM | 501797104 | 13,891 | 236,800 | SH | SOLE | 236,800 | 0 | 0 | ||
LAREDO PETROLEUM INC | COM | 516806106 | 20,137 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
LINKEDIN CORP | COM CL A | 53578A108 | 27,281 | 159,100 | SH | SOLE | 159,100 | 0 | 0 | ||
LINKEDIN CORP | COM CL A | 53578A108 | 50,206 | 292,800 | SH | Call | SOLE | 292,800 | 0 | 0 | |
LULULEMON ATHLETICA INC | COM | 550021109 | 14,168 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
LUMBER LIQUIDATORS HLDGS INC | COM | 55003T107 | 17,089 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 24,304 | 330,800 | SH | Call | SOLE | 330,800 | 0 | 0 | |
MASTERCARD INC | CL A | 57636Q104 | 11,755 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
MCKESSON CORP | COM | 58155Q103 | 43,499 | 233,600 | SH | SOLE | 233,600 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 34,951 | 1,323,900 | SH | SOLE | 1,323,900 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 25,154 | 952,800 | SH | Call | SOLE | 952,800 | 0 | 0 | |
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 28,182 | 317,900 | SH | SOLE | 317,900 | 0 | 0 | ||
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 31,923 | 360,100 | SH | Call | SOLE | 360,100 | 0 | 0 | |
MICROSTRATEGY INC | CL A NEW | 594972408 | 65,191 | 463,600 | SH | SOLE | 463,600 | 0 | 0 | ||
NABORS INDUSTRIES LTD | SHS | G6359F103 | 10,280 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 77,303 | 175,450 | SH | SOLE | 175,450 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 52,343 | 118,800 | SH | Call | SOLE | 118,800 | 0 | 0 | |
NEWFIELD EXPL CO | COM | 651290108 | 12,173 | 275,400 | SH | SOLE | 275,400 | 0 | 0 | ||
NPS PHARMACEUTICALS INC | COM | 62936P103 | 15,699 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
PERRIGO CO PLC | SHS | G97822103 | 11,661 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
PVH CORP | COM | 693656100 | 17,490 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
RALPH LAUREN CORP | CL A | 751212101 | 15,258 | 94,950 | SH | SOLE | 94,950 | 0 | 0 | ||
RALPH LAUREN CORP | CL A | 751212101 | 30,403 | 189,200 | SH | Call | SOLE | 189,200 | 0 | 0 | |
RECEPTOS INC | COM | 756207106 | 19,170 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
RITE AID CORP | COM | 767754104 | 17,925 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
ROSS STORES INC | COM | 778296103 | 15,600 | 235,900 | SH | Call | SOLE | 235,900 | 0 | 0 | |
SCHLUMBERGER LTD | COM | 806857108 | 36,441 | 308,950 | SH | SOLE | 308,950 | 0 | 0 | ||
SERVICE CORP INTL | COM | 817565104 | 9,324 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
SOLARWINDS INC | COM | 83416B109 | 29,409 | 760,700 | SH | SOLE | 760,700 | 0 | 0 | ||
SOTHEBYS | COM | 835898107 | 23,095 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
SOUFUN HLDGS LTD | ADR | 836034108 | 8,811 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
SPECTRANETICS CORP | COM | 84760C107 | 12,001 | 524,500 | SH | SOLE | 524,500 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 46,722 | 603,800 | SH | Call | SOLE | 603,800 | 0 | 0 | |
STONE ENERGY CORP | COM | 861642106 | 14,037 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
TESARO INC | COM | 881569107 | 10,590 | 340,400 | SH | SOLE | 340,400 | 0 | 0 | ||
TIBCO SOFTWARE INC | COM | 88632Q103 | 22,427 | 1,111,900 | SH | SOLE | 1,111,900 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 19,461 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
URBAN OUTFITTERS INC | COM | 917047102 | 30,474 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
WEATHERFORD INTERNATIONAL LT | REG SHS | H27013103 | 7,641 | 332,200 | SH | SOLE | 332,200 | 0 | 0 | ||
WEATHERFORD INTERNATIONAL LT | REG SHS | H27013103 | 6,550 | 284,800 | SH | Call | SOLE | 284,800 | 0 | 0 | |
WRIGHT MED GROUP INC | COM | 98235T107 | 12,560 | 400,000 | SH | SOLE | 400,000 | 0 | 0 |