The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ACTAVIS INC | COM | 00507K103 | 1,968 | 15,590 | SH | SOLE | 15,590 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 478 | 33,500 | SH | SOLE | 33,500 | 0 | 0 | ||
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 2,450 | 57,293 | SH | SOLE | 57,293 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 33,361 | 84,133 | SH | SOLE | 84,133 | 0 | 0 | ||
| ASHLAND INC NEW | COM | 044209104 | 44,245 | 529,877 | SH | SOLE | 529,877 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 22,557 | 461,562 | SH | SOLE | 461,562 | 0 | 0 | ||
| COMMONWEALTH REIT | COM SH BEN INT | 203233101 | 2,109 | 91,200 | SH | Put | SOLE | 91,200 | 0 | 0 | |
| COPART INC | COM | 217204106 | 21,560 | 700,000 | SH | Call | SOLE | 700,000 | 0 | 0 | |
| COVIDIEN PLC | SHS | G2554F113 | 3,077 | 53,824 | SH | SOLE | 53,824 | 0 | 0 | ||
| ENPRO INDS INC | COM | 29355X107 | 1,036 | 20,400 | SH | SOLE | 20,400 | 0 | 0 | ||
| EQUINIX INC | COM NEW | 29444U502 | 1,038 | 5,619 | SH | SOLE | 5,619 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 1,679 | 27,200 | SH | SOLE | 27,200 | 0 | 0 | ||
| FORESTAR GROUP INC | COM | 346233109 | 3,067 | 152,910 | SH | SOLE | 152,910 | 0 | 0 | ||
| HESS CORP | COM | 42809H107 | 18,646 | 280,436 | SH | SOLE | 280,436 | 0 | 0 | ||
| IRON MTN INC | COM | 462846106 | 95,530 | 3,590,000 | SH | Call | SOLE | 3,590,000 | 0 | 0 | |
| LAMAR ADVERTISING CO | CL A | 512815101 | 1,077 | 24,830 | SH | SOLE | 24,830 | 0 | 0 | ||
| MATTRESS FIRM HLDG CORP | COM | 57722W106 | 73,023 | 1,811,979 | SH | SOLE | 1,811,979 | 0 | 0 | ||
| MORGANS HOTEL GROUP CO | COM | 61748W108 | 3,909 | 485,022 | SH | SOLE | 485,022 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 2,531 | 47,044 | SH | SOLE | 47,044 | 0 | 0 | ||
| NEWS CORP | CL A | 65248E104 | 8,934 | 585,860 | SH | SOLE | 585,860 | 0 | 0 | ||
| NOBLE CORPORATION BAAR | NAMEN -AKT | H5833N103 | 1,455 | 38,710 | SH | SOLE | 38,710 | 0 | 0 | ||
| OCCIDENTAL PETE CORP DEL | COM | 674599105 | 1,564 | 17,526 | SH | SOLE | 17,526 | 0 | 0 | ||
| OFFICE DEPOT INC | COM | 676220106 | 437 | 113,000 | SH | SOLE | 113,000 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 2,728 | 51,544 | SH | SOLE | 51,544 | 0 | 0 | ||
| RAYONIER INC | COM | 754907103 | 1,490 | 26,900 | SH | SOLE | 26,900 | 0 | 0 | ||
| RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 | 11,972 | 306,897 | SH | SOLE | 306,897 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 282,660 | 1,762,000 | SH | Call | SOLE | 1,762,000 | 0 | 0 | |
| SUNCOKE ENERGY INC | COM | 86722A103 | 2,599 | 185,349 | SH | SOLE | 185,349 | 0 | 0 | ||
| TEMPUR PEDIC INTL INC | COM | 88023U101 | 25,243 | 575,000 | SH | Call | SOLE | 575,000 | 0 | 0 | |
| TEMPUR PEDIC INTL INC | COM | 88023U101 | 35,811 | 815,744 | SH | SOLE | 815,744 | 0 | 0 | ||
| TIVO INC | COM | 888706108 | 1,876 | 169,800 | SH | SOLE | 169,800 | 0 | 0 | ||
| TRONOX LTD | SHS CL A | Q9235V101 | 19,143 | 950,000 | SH | Call | SOLE | 950,000 | 0 | 0 | |
| TYCO INTERNATIONAL LTD | SHS | H89128104 | 8,172 | 248,000 | SH | SOLE | 248,000 | 0 | 0 | ||
| VODAFONE GROUP PLC NEW | SPONS ADR NEW | 92857W209 | 452 | 15,710 | SH | SOLE | 15,710 | 0 | 0 | ||
| VODAFONE GROUP PLC NEW | SPONS ADR NEW | 92857W209 | 6,445 | 224,200 | SH | Call | SOLE | 224,200 | 0 | 0 | |
| YAHOO INC | COM | 984332106 | 15,391 | 612,437 | SH | SOLE | 612,437 | 0 | 0 | ||