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
8POINT3 ENERGY PARTNERS LP CL A RPT LTDPT 282539105 6,052 325,000 SH   SOLE   325,000 0 0
ALCOA INC DEP SHS 1/10TH 13817309 15,812 400,000 SH   SOLE   400,000 0 0
ALCOA INC COM 13817101 23,075 2,069,500 SH Call SOLE   2,069,500 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 40,709 1,019,372 SH   SOLE   1,019,372 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 39,935 1,000,000 SH Call SOLE   1,000,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 5,317 50,000 SH Put SOLE   50,000 0 0
BANK AMER CORP COM 60505104 51,077 3,000,975 SH   SOLE   3,000,975 0 0
CISCO SYS INC COM 17275R102 27,460 1,000,000 SH Call SOLE   1,000,000 0 0
CITIGROUP INC COM NEW 172967424 55,174 998,800 SH Call SOLE   998,800 0 0
CITIGROUP INC COM NEW 172967424 165,720 3,000,000 SH Call SOLE   3,000,000 0 0
CITIGROUP INC COM NEW 172967424 54,853 993,000 SH Call SOLE   993,000 0 0
CLIFFS NAT RES INC COM 18683K101 4,330 1,000,000 SH Call SOLE   1,000,000 0 0
COACH INC COM 189754104 10,539 304,500 SH Call SOLE   304,500 0 0
CON-WAY INC COM 205944101 28,789 750,301 SH   SOLE   750,301 0 0
CON-WAY INC COM 205944101 19,185 500,000 SH Put SOLE   500,000 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 18,388 666,230 SH   SOLE   666,230 0 0
CREE INC COM 225447101 10,412 400,000 SH   SOLE   400,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 42,995 1,046,612 SH   SOLE   1,046,612 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 41,080 1,000,000 SH Call SOLE   1,000,000 0 0
FIRST SOLAR INC COM 336433107 2,349 50,000 SH   SOLE   50,000 0 0
FIRST SOLAR INC COM 336433107 23,490 500,000 SH Call SOLE   500,000 0 0
FIRST SOLAR INC COM 336433107 44,974 957,300 SH Call SOLE   957,300 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 14,908 993,210 SH   SOLE   993,210 0 0
GENERAL MTRS CO COM 37045V100 34,380 1,031,500 SH Call SOLE   1,031,500 0 0
GENERAL MTRS CO COM 37045V100 34,380 1,031,500 SH Call SOLE   1,031,500 0 0
GREEN DOT CORP CL A 39304D102 2,390 125,000 SH   SOLE   125,000 0 0
ILLUMINA INC COM 452327109 43,672 200,000 SH Put SOLE   200,000 0 0
INTL PAPER CO COM 460146103 139,453 2,930,300 SH Call SOLE   2,930,300 0 0
ISHARES TR 20+ YR TR BD ETF 464287432 117,460 1,000,000 SH Put SOLE   1,000,000 0 0
JUNIPER NETWORKS INC COM 48203R104 12,894 496,500 SH   SOLE   496,500 0 0
LEXICON PHARMACEUTICALS INC COM NEW 528872302 9,094 1,129,708 SH   SOLE   1,129,708 0 0
LINKEDIN CORP COM CL A 53578A108 20,663 100,000 SH Call SOLE   100,000 0 0
METLIFE INC COM 59156R108 3,236 57,800 SH Call SOLE   57,800 0 0
METLIFE INC COM 59156R108 56,819 1,014,800 SH Call SOLE   1,014,800 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADR 606822104 20,975 2,905,105 SH   SOLE   2,905,105 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 26,585 500,000 SH Call SOLE   500,000 0 0
NEOPHOTONICS CORP COM 64051T100 18,260 2,000,000 SH   SOLE   2,000,000 0 0
NUCOR CORP COM 670346105 87,854 1,993,500 SH Call SOLE   1,993,500 0 0
NVIDIA CORP COM 67066G104 28,407 1,412,565 SH   SOLE   1,412,565 0 0
NVIDIA CORP COM 67066G104 20,110 1,000,000 SH Call SOLE   1,000,000 0 0
PENNEY J C INC COM 708160106 8,296 979,405 SH   SOLE   979,405 0 0
PENNEY J C INC COM 708160106 20,629 2,435,500 SH Call SOLE   2,435,500 0 0
PRUDENTIAL FINL INC COM 744320102 84,982 971,000 SH Call SOLE   971,000 0 0
REGIONS FINL CORP NEW COM 7591EP100 10,287 992,920 SH   SOLE   992,920 0 0
SOLARCITY CORP COM 83416T100 26,588 496,500 SH Call SOLE   496,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 205,850 1,000,000 SH Call SOLE   1,000,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 205,850 1,000,000 SH Call SOLE   1,000,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 14,863 550,900 SH   SOLE   550,900 0 0
SPROUTS FMRS MKT INC COM 85208M102 6,745 250,000 SH Put SOLE   250,000 0 0
SUNEDISON INC COM 86732Y109 29,910 1,000,000 SH Call SOLE   1,000,000 0 0
SUNPOWER CORP COM 867652406 3,414 120,163 SH   SOLE   120,163 0 0
SUNPOWER CORP COM 867652406 14,205 500,000 SH Call SOLE   500,000 0 0
TESLA MTRS INC COM 88160R101 133,996 499,500 SH Call SOLE   499,500 0 0
TESLA MTRS INC COM 88160R101 67,065 250,000 SH Call SOLE   250,000 0 0
TESLA MTRS INC COM 88160R101 126,082 470,000 SH Call SOLE   470,000 0 0
TRANSENTERIX INC COM NEW 89366M201 7,800 2,600,000 SH   SOLE   2,600,000 0 0
TWITTER INC COM 90184L102 18,110 500,000 SH Call SOLE   500,000 0 0
UNITED CONTL HLDGS INC COM 910047109 18,554 350,000 SH Call SOLE   350,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 96,910 1,000,000 SH Call SOLE   1,000,000 0 0
VIOLIN MEMORY INC COM 92763A101 2,453 1,001,100 SH   SOLE   1,001,100 0 0
WABASH NATL CORP COM 929566107 6,270 499,966 SH   SOLE   499,966 0 0
WAL-MART STORES INC COM 931142103 14,186 200,000 SH   SOLE   200,000 0 0
WAL-MART STORES INC COM 931142103 52,949 746,500 SH Call SOLE   746,500 0 0
WAL-MART STORES INC COM 931142103 70,930 1,000,000 SH Call SOLE   1,000,000 0 0
WAL-MART STORES INC COM 931142103 70,930 1,000,000 SH Call SOLE   1,000,000 0 0
WAL-MART STORES INC COM 931142103 141,860 2,000,000 SH Call SOLE   2,000,000 0 0
WAL-MART STORES INC COM 931142103 70,930 1,000,000 SH Call SOLE   1,000,000 0 0
WAL-MART STORES INC COM 931142103 71,505 1,008,100 SH Call SOLE   1,008,100 0 0
YELP INC CL A 985817105 10,758 250,000 SH   SOLE   250,000 0 0
YRC WORLDWIDE INC COM PAR $.01 984249607 17,325 1,334,746 SH   SOLE   1,334,746 0 0