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
APPLE INC COM 37833100 79,306 200,000 SH Call SOLE   200,000 0 0
APPLE INC COM 37833100 396,530 1,000,000 SH Call SOLE   1,000,000 0 0
ARCHER DANIELS MIDLAND CO COM 39483102 13,564 400,000 SH Call SOLE   400,000 0 0
ASHLAND INC NEW COM 44209104 29,968 358,900 SH Call SOLE   358,900 0 0
AUXILIUM PHARMACEUTICALS INC COM 05334D107 4,989 300,000 SH   SOLE   300,000 0 0
BANK OF AMERICA CORPORATION COM 60505104 12,860 1,000,000 SH Call SOLE   1,000,000 0 0
CHEMTURA CORP COM NEW 163893209 6,090 300,000 SH   SOLE   300,000 0 0
CORNING INC COM 219350105 7,400 520,000 SH Call SOLE   520,000 0 0
CYAN INC COM 23247W104 2,194 209,979 SH   SOLE   209,979 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 38,356 2,050,000 SH   SOLE   2,050,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 39,759 2,125,000 SH Call SOLE   2,125,000 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 43,607 1,039,500 SH Call SOLE   1,039,500 0 0
FEDEX CORP COM 31428X106 9,858 100,000 SH Call SOLE   100,000 0 0
FEDEX CORP COM 31428X106 29,574 300,000 SH Call SOLE   300,000 0 0
FIRST SOLAR INC COM 336433107 6,722 150,000 SH Call SOLE   150,000 0 0
FIRST SOLAR INC COM 336433107 17,476 390,000 SH Call SOLE   390,000 0 0
FIRST SOLAR INC COM 336433107 22,445 500,900 SH Call SOLE   500,900 0 0
FUSION-IO INC COM 36112J107 10,360 727,500 SH Call SOLE   727,500 0 0
GENERAL MTRS CO COM 37045V100 33,310 1,000,000 SH Call SOLE   1,000,000 0 0
GENERAL MTRS CO COM 37045V100 33,310 1,000,000 SH Call SOLE   1,000,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 15,903 1,039,500 SH Call SOLE   1,039,500 0 0
HARRIS & HARRIS GROUP INC COM 413833104 2,705 889,700 SH   SOLE   889,700 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 15,414 498,500 SH Call SOLE   498,500 0 0
KODIAK OIL & GAS CORP COM 50015Q100 4,445 500,000 SH Call SOLE   500,000 0 0
METLIFE INC COM 59156R108 9,152 200,000 SH Call SOLE   200,000 0 0
MGIC INVT CORP WIS COM 552848103 12,659 2,085,500 SH   SOLE   2,085,500 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 32,250 520,000 SH Call SOLE   520,000 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADR 606822104 12,917 2,080,000 SH   SOLE   2,080,000 0 0
NEOPHOTONICS CORP COM 64051T100 16,250 1,870,000 SH   SOLE   1,870,000 0 0
PHILLIPS 66 COM 718546104 29,455 500,000 SH Call SOLE   500,000 0 0
PHILLIPS 66 COM 718546104 30,633 520,000 SH Call SOLE   520,000 0 0
PHILLIPS 66 COM 718546104 60,088 1,020,000 SH Call SOLE   1,020,000 0 0
SUNEDISON INC COM 86732Y109 6,618 810,000 SH Call SOLE   810,000 0 0
SUNEDISON INC COM 86732Y109 2,451 300,000 SH   SOLE   300,000 0 0
TESLA MTRS INC COM 88160R101 22,116 206,000 SH Call SOLE   206,000 0 0
U S AIRWAYS GROUP INC COM 90341W108 16,405 999,100 SH Call SOLE   999,100 0 0
U S AIRWAYS GROUP INC COM 90341W108 16,420 1,000,000 SH Call SOLE   1,000,000 0 0
U S AIRWAYS GROUP INC COM 90341W108 33,743 2,055,000 SH   SOLE   2,055,000 0 0
UNITED CONTL HLDGS INC COM 910047109 32,526 1,039,500 SH Call SOLE   1,039,500 0 0
UNITED CONTL HLDGS INC COM 910047109 33,527 1,071,500 SH Call SOLE   1,071,500 0 0
VALERO ENERGY CORP NEW COM 91913Y100 17,437 501,500 SH Call SOLE   501,500 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 13,700 1,000,000 SH Call SOLE   1,000,000 0 0
WISDOMTREE TRUST JAPN HEDGE EQT 97717W851 27,366 600,000 SH Call SOLE   600,000 0 0