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
ADMA Biologics Inc COM 000899104 1,991 203,158 SH   SOLE   203,158 0 0
AMAG Pharms Inc COM 00163U106 40,995 750,000 SH   SOLE   750,000 0 0
AbbVie Inc. COM 00287Y109 243,064 4,152,100 SH   SOLE   4,152,100 0 0
Acadia Pharms Inc COM 004225108 8,148 250,000 SH   SOLE   250,000 0 0
Acceleron Pharma Inc COM 00434H108 18,079 475,000 SH   SOLE   475,000 0 0
Air Products & Chems Inc COM 009158106 61,647 407,500 SH   SOLE   407,500 0 0
Alexion Pharms Inc COM 015351109 19,063 110,000 SH   SOLE   110,000 0 0
Alibaba Grp Hldng Ltd. SPON ADS 01609W102 1,681 20,200 SH   SOLE   20,200 0 0
Anadarko Pet'm Corp COM 032511107 9,647 116,500 SH   SOLE   116,500 0 0
Applied Materials Inc COM 038222105 59,175 2,623,000 SH   SOLE   2,623,000 0 0
ARIAD Pharms Inc COM 04033A100 37,080 4,500,000 SH   SOLE   4,500,000 0 0
Armstrong World Ind's, Inc COM 04247X102 29,459 512,600 SH   SOLE   512,600 0 0
Baxter Int'l Inc COM 071813109 17,125 250,000 SH   SOLE   250,000 0 0
Bellicum Pharms Inc COM 079481107 4,634 200,000 SH   SOLE   200,000 0 0
Best Buy Co Inc COM 086516101 26,453 700,000 SH   SOLE   700,000 0 0
BioDelivery Sciences Int'l Inc COM 09060J106 3,675 350,000 SH   SOLE   350,000 0 0
Biogen Idec Inc COM 09062X103 193,386 458,000 SH   SOLE   458,000 0 0
Brookdale Snr Living Inc COM 112463104 35,872 950,000 SH   SOLE   950,000 0 0
CF Industries Hldgs Inc COM 125269100 24,304 85,674 SH   SOLE   85,674 0 0
CIGNA Corp COM 125509109 22,652 175,000 SH   SOLE   175,000 0 0
Canadian Pac Railway Ltd COM 13645T100 93,914 512,600 SH   SOLE   512,600 0 0
Cardiome Pharma Corp COM NO PAR 14159U301 2,893 312,437 SH   SOLE   312,437 0 0
Celldex Therapeutics Inc COM 15117B103 5,574 200,000 SH   SOLE   200,000 0 0
Charter Comms Inc CL A 16117M305 8,072 41,800 SH   SOLE   41,800 0 0
Cheniere Energy, Inc COM 16411R208 514,563 6,648,098 SH   SOLE   6,648,098 0 0
Cheniere Engy Ptns LP Hlds LLC COM REP LLC IN 16411W108 2,297 95,823 SH   SOLE   95,823 0 0
Citizens Fin'l Grp Inc COM 174610105 100,340 4,158,300 SH   SOLE   4,158,300 0 0
Clovis Oncology Inc COM 189464100 14,846 200,000 SH   SOLE   200,000 0 0
Comcast Corp CL A 20030N101 183,618 3,251,610 SH   SOLE   3,251,610 0 0
Delta Airlines Inc COM 247361702 86,867 1,932,086 SH   SOLE   1,932,086 0 0
Devon Energy Corp COM 25179M103 70,716 1,172,550 SH   SOLE   1,172,550 0 0
Diamondback Energy Inc COM 25278X109 18,503 240,800 SH   SOLE   240,800 0 0
DISH Network Corp CL A 25470M109 13,963 199,300 SH   SOLE   199,300 0 0
Dow Chemical Co COM 260543103 169,581 3,534,415 SH   SOLE   3,534,415 0 0
EOG Resources Inc COM 26875P101 115,291 1,257,400 SH   SOLE   1,257,400 0 0
E*TRADE Fin'l Corp COM 269246401 27,082 948,400 SH   SOLE   948,400 0 0
Facebook Inc CL A 30303M102 987 12,000 SH   SOLE   12,000 0 0
Fibrogen Inc COM 31572Q808 22,069 879,120 SH   SOLE   879,120 0 0
Fidelity Nat'l Fin'l Inc FNF GROUP 31620R303 2,268 61,700 SH   SOLE   61,700 0 0
GNC Hldgs Inc COM CL A 36191G107 45,920 935,800 SH   SOLE   935,800 0 0
General Dynamics Corp COM 369550108 207,297 1,527,275 SH   SOLE   1,527,275 0 0
Google Inc CL A 38259P508 217,442 392,000 SH   SOLE   392,000 0 0
Helmerich & Payne Inc COM 423452101 62,502 918,200 SH   SOLE   918,200 0 0
Hilton Worldwide Hldgs Inc COM 43300A104 10,376 350,300 SH   SOLE   350,300 0 0
IAC/InterActiveCorp COM PAR $.001 44919P508 81,909 1,214,000 SH   SOLE   1,214,000 0 0
Illumina Inc COM 452327109 137,429 740,298 SH   SOLE   740,298 0 0
Russell 2000 Idx Fnd Ishares CALL 464287905 6,044 48,600 SH Call SOLE   48,600 0 0
Ishares MSCI Emerg Mkt Idx PUT 464287954 4,856 121,000 SH Put SOLE   121,000 0 0
Russell 2000 Idx Fnd Ishares PUT 464287955 100,740 810,000 SH Put SOLE   810,000 0 0
IShs Dow Jns US Hm Const'n Idx Fd US HOME CONS ETF 464288752 54,442 1,928,500 SH   SOLE   1,928,500 0 0
JD.com Inc SPON ADR CL A 47215P106 2,356 80,200 SH   SOLE   80,200 0 0
Kansas City Southern COM 485170302 4,002 39,200 SH   SOLE   39,200 0 0
Karyopharm Therapeutics Inc COM 48576U106 4,592 150,000 SH   SOLE   150,000 0 0
Lab Corp of America Hldgs COM 50540R409 114,023 904,300 SH   SOLE   904,300 0 0
Lear Corp COM 521865204 2,560 23,100 SH   SOLE   23,100 0 0
Liberty Ventures LBT VENT COM A 53071M880 2,361 56,200 SH   SOLE   56,200 0 0
Liberty TripAdvisor Hldng COM SER A 531465102 22,730 715,000 SH   SOLE   715,000 0 0
Lockheed Martin Corp COM 539830109 92,306 454,800 SH   SOLE   454,800 0 0
Magna Int'l Inc COM 559222401 499 9,300 SH   SOLE   9,300 0 0
Medicines Co COM 584688105 67,946 2,424,928 SH   SOLE   2,424,928 0 0
Men's Wearhouse Inc COM 587118100 35,235 675,000 SH   SOLE   675,000 0 0
Mirati Therapeutics Inc COM 60468T105 733 25,000 SH   SOLE   25,000 0 0
Mohawk Industries Inc COM 608190104 29,739 160,100 SH   SOLE   160,100 0 0
Nektar Therapeutics COM 640268108 6,600 600,000 SH   SOLE   600,000 0 0
Neurocrine Biosciences Inc COM 64125C109 104,572 2,633,400 SH   SOLE   2,633,400 0 0
Newfield Exploration Company COM 651290108 23,528 670,500 SH   SOLE   670,500 0 0
NewLink Genetics Corp COM 651511107 16,687 305,000 SH   SOLE   305,000 0 0
NewLink Genetics Corp CALL 651511907 2,462 45,000 SH Call SOLE   45,000 0 0
Northrup Grumman Corp COM 666807102 159,882 993,300 SH   SOLE   993,300 0 0
PDC Energy Inc COM 69327R101 48,112 890,300 SH   SOLE   890,300 0 0
PPG Industries Inc COM 693506107 118,895 527,155 SH   SOLE   527,155 0 0
PVH Corp COM 693656100 26,640 250,000 SH   SOLE   250,000 0 0
Pacira Pharms Inc COM 695127100 20,436 230,000 SH   SOLE   230,000 0 0
Pampa Energia SA SPONS ADR LVL I 697660207 18,229 1,031,655 SH   SOLE   1,031,655 0 0
Pampa Energia SA SPONS ADR LVL I 697660207 4,423 250,300 SH   SOLE   250,300 0 0
Patterson-UTI Energy Inc COM 703481101 35,915 1,912,900 SH   SOLE   1,912,900 0 0
Pioneer Natural Resources Co COM 723787107 212,010 1,296,617 SH   SOLE   1,296,617 0 0
Plains Holdings LP SHS A REP LTPN 72651A108 50,527 1,781,000 SH   SOLE   1,781,000 0 0
Priceline Group Inc COM 741503403 38,533 33,100 SH   SOLE   33,100 0 0
Realogy Holdings Corp COM 75605Y106 107,688 2,367,800 SH   SOLE   2,367,800 0 0
Relypsa Inc COM 759531106 10,821 300,000 SH   SOLE   300,000 0 0
SBA Comms Corp COM 78388J106 11,757 100,400 SH   SOLE   100,400 0 0
SPDR S&P 500 ETF Trust PUT 78462F953 566,650 2,745,000 SH Put SOLE   2,745,000 0 0
SPDR S&P Homebuilders ETF S&P HOMEBUILD 78464A888 47,804 1,296,900 SH   SOLE   1,296,900 0 0
Sage Therapeutics Inc COM 78667J108 5,146 102,450 SH   SOLE   102,450 0 0
Sarepta Therapeutics Inc COM 803607100 9,960 750,000 SH   SOLE   750,000 0 0
Sealed Air Corp COM 81211K100 9,221 202,392 SH   SOLE   202,392 0 0
Financial Sel Sector SPDR CALL 81369Y905 7,619 316,000 SH Call SOLE   316,000 0 0
Southwest Airlines Co COM 844741108 14,535 328,100 SH   SOLE   328,100 0 0
Spectrum Pharms Inc NOTE 2.750%12/1 84763AAB4 4,618 5,000,000 PRN   SOLE   5,000,000 0 0
Stryker Corp COM 863667101 36,900 400,000 SH   SOLE   400,000 0 0
SunEdison Inc COM 86732Y109 602 25,100 SH   SOLE   25,100 0 0
T-Mobile US Inc COM 872590104 8,975 283,200 SH   SOLE   283,200 0 0
Telecom Argentina SA SPON ADR REP B 879273209 1,022 45,000 SH   SOLE   45,000 0 0
Teva Pharm Ind's Ltd ADR 881624209 642,311 10,309,965 SH   SOLE   10,309,965 0 0
Transcanada Corp COM 89353D107 179,096 4,185,567 SH   SOLE   4,185,567 0 0
Transportadora de Gas del Sur SA SPON ADR B 893870204 5,797 1,087,628 SH   SOLE   1,087,628 0 0
United Cont'l Hldgs Inc COM 910047109 110,089 1,637,012 SH   SOLE   1,637,012 0 0
United Therapeutics Corp COM 91307C102 67,526 391,600 SH   SOLE   391,600 0 0
Wells Fargo & Co COM 949746101 89,681 1,648,555 SH   SOLE   1,648,555 0 0
Wright Medical Grp Inc COM 98235T107 24,510 950,000 SH   SOLE   950,000 0 0
Xenia Hotels & Resorts Inc COM 984017103 6,868 301,900 SH   SOLE   301,900 0 0
YPF S,A. SPON ADR CL D 984245100 27,932 1,017,571 SH   SOLE   1,017,571 0 0
YPF S,A. SPON ADR CL D 984245100 26,419 962,443 SH   SOLE   962,443 0 0
Zeltiq Aesthetics Inc COM 98933Q108 42,638 1,383,000 SH   SOLE   1,383,000 0 0
C&J Energy Svcs Inc SHS G3164Q101 6,678 600,000 SH   SOLE   600,000 0 0
Horizon Pharma Plc SHS G4617B105 6,493 250,000 SH   SOLE   250,000 0 0
Ingersoll-Rand Co SHS G47791101 57,228 840,600 SH   SOLE   840,600 0 0
Jazz Pharms Plc SHS USD G50871105 34,834 201,600 SH   SOLE   201,600 0 0
Liberty Global Plc SHS CL A G5480U104 11,040 214,500 SH   SOLE   214,500 0 0
Norwegian Cruise Line Hldgs Ltd SHS G66721104 16,657 308,400 SH   SOLE   308,400 0 0
Signet Jewelers Ltd SHS G81276100 24,288 175,000 SH   SOLE   175,000 0 0
Perrigo Company PLC SHS G97822103 66,220 400,000 SH   SOLE   400,000 0 0
Mobileye NV ORD SHS N51488117 395 9,400 SH   SOLE   9,400 0 0
LyondellBassell Ind's NV SHS A N53745100 523,361 5,960,830 SH   SOLE   5,960,830 0 0
Mylan, Inc SHS EURO N59465109 47,682 803,400 SH   SOLE   803,400 0 0
Royal Carribean Cruises Ltd COM V7780T103 11,385 139,100 SH   SOLE   139,100 0 0
Avago Technologies Ltd SHS Y0486S104 9,041 71,200 SH   SOLE   71,200 0 0
DHT Holdings Inc SHS Y2065G121 2,511 359,800 SH   SOLE   359,800 0 0