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
ABENGOA YIELD PLC ORD SHS G00349103 29,977 792,614 SH   SOLE   792,614 0 0
ACTAVIS PLC SHS G0083B108 388,399 1,741,308 SH   SOLE   1,741,308 0 0
ACXIOM CORP COM 005125109 49,087 2,263,106 SH   SOLE   2,263,106 0 0
AERCAP HOLDINGS NV SHS N00985106 145,243 3,171,241 SH   SOLE   3,171,241 0 0
AIR PRODS & CHEMS INC COM 009158106 37,957 295,107 SH   SOLE   295,107 0 0
ALLERGAN INC COM 018490102 322,740 1,907,219 SH   SOLE   1,907,219 0 0
BROOKDALE SR LIVING INC COM 112463104 107,360 3,220,160 SH   SOLE   3,220,160 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 75,051 1,108,422 SH   SOLE   1,108,422 0 0
CF INDS HLDGS INC COM 125269100 134,547 559,379 SH   SOLE   559,379 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 72,160 455,616 SH   SOLE   455,616 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 8,443 125,961 SH   SOLE   125,961 0 0
CHENIERE ENERGY INC COM NEW 16411R208 136,522 1,904,072 SH   SOLE   1,904,072 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 86,244 1,264,570 SH   SOLE   1,264,570 0 0
COMCAST CORP NEW CL A 20030N101 105,611 1,967,410 SH   SOLE   1,967,410 0 0
CORINTHIAN COLLEGES INC COM 218868107 138 466,236 SH   SOLE   466,236 0 0
DELEK US HLDGS INC COM 246647101 94,196 3,336,728 SH   SOLE   3,336,728 0 0
ENDO INTL PLC SHS G30401106 89,763 1,281,959 SH   SOLE   1,281,959 0 0
FACEBOOK INC CL A 30303M102 118,899 1,766,964 SH   SOLE   1,766,964 0 0
FACEBOOK INC CL A 30303M102 124,984 1,857,400 SH Call SOLE   1,857,400 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 103,488 785,187 SH   SOLE   785,187 0 0
HESS CORP COM 42809H107 236,258 2,389,095 SH   SOLE   2,389,095 0 0
IMS HEALTH HLDGS INC COM 44970B109 31,708 1,234,744 SH   SOLE   1,234,744 0 0
IPG PHOTONICS CORP COM 44980X109 23,457 340,943 SH   SOLE   340,943 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 21,273 1,050,500 SH Call SOLE   1,050,500 0 0
ITC HLDGS CORP COM 465685105 63,644 1,744,628 SH   SOLE   1,744,628 0 0
KING DIGITAL ENTMT PLC ORD SHS G5258J109 176,654 8,596,281 SH   SOLE   8,596,281 0 0
KING DIGITAL ENTMT PLC ORD SHS G5258J109 12,248 596,000 SH Call SOLE   596,000 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 278,502 6,342,553 SH   SOLE   6,342,553 0 0
MARATHON PETE CORP COM 56585A102 57,637 738,277 SH   SOLE   738,277 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 2,526 95,501 SH   SOLE   95,501 0 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109 16,285 668,525 SH   SOLE   668,525 0 0
MONDELEZ INTL INC CL A 609207105 49,436 1,314,442 SH   SOLE   1,314,442 0 0
NEXTERA ENERGY INC COM 65339F101 164,636 1,606,515 SH   SOLE   1,606,515 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 298,354 17,166,538 SH   SOLE   17,166,538 0 0
NOVAGOLD RES INC COM NEW 66987E206 12,181 2,893,426 SH   SOLE   2,893,426 0 0
NOW INC COM 67011P100 39,043 1,078,225 SH   SOLE   1,078,225 0 0
NRG YIELD INC COM CL A 62942X108 76,517 1,470,075 SH   SOLE   1,470,075 0 0
NXP SEMICONDUCTORS N V COM N6596X109 73,491 1,110,471 SH   SOLE   1,110,471 0 0
PIONEER NAT RES CO COM 723787107 70,689 307,598 SH   SOLE   307,598 0 0
PTC INC COM 69370C100 99,259 2,558,211 SH   SOLE   2,558,211 0 0
PVH CORP COM 693656100 53,083 455,256 SH   SOLE   455,256 0 0
REALOGY HLDGS CORP COM 75605Y106 24,202 641,792 SH   SOLE   641,792 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 65,054 508,078 SH   SOLE   508,078 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 700,912 3,581,200 SH Put SOLE   3,581,200 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 74,765 382,000 SH Call SOLE   382,000 0 0
SUNEDISON INC COM 86732Y109 98,982 4,379,735 SH   SOLE   4,379,735 0 0
TESORO CORP COM 881609101 227,416 3,876,192 SH   SOLE   3,876,192 0 0
TRIPADVISOR INC COM 896945201 249,917 2,299,990 SH   SOLE   2,299,990 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 92,543 733,772 SH   SOLE   733,772 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 1,834 47,952 SH   SOLE   47,952 0 0
VISA INC COM CL A 92826C839 75,074 356,290 SH   SOLE   356,290 0 0
WILLIAMS COS INC DEL COM 969457100 451,237 7,751,885 SH   SOLE   7,751,885 0 0