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
ADVANCED MICRO DEVICES INC COM 007903107 4,190 1,000,000 SH   SOLE   1,000,000 0 0
ALCOA INC COM 013817101 29,780 2,000,000 SH Call SOLE   2,000,000 0 0
ALCOA INC COM 013817101 29,780 2,000,000 SH Call SOLE   2,000,000 0 0
ALCOA INC COM 013817101 29,780 2,000,000 SH   SOLE   2,000,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 42,960 1,000,000 SH   SOLE   1,000,000 0 0
APPLIED MATLS INC COM 038222105 16,913 750,000 SH Call SOLE   750,000 0 0
APPLIED MATLS INC COM 038222105 16,913 750,000 SH Call SOLE   750,000 0 0
BAKER HUGHES INC COM 057224107 39,607 532,000 SH Call SOLE   532,000 0 0
BANK OF AMERICA CORPORATION COM 060505104 15,370 1,000,000 SH   SOLE   1,000,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 12,432 400,000 SH   SOLE   400,000 0 0
CISCO SYS INC COM 17275R102 24,845 999,800 SH Call SOLE   999,800 0 0
CITIGROUP INC COM NEW 172967424 94,200 2,000,000 SH Call SOLE   2,000,000 0 0
CITIGROUP INC COM NEW 172967424 47,100 1,000,000 SH Call SOLE   1,000,000 0 0
CITIGROUP INC COM NEW 172967424 94,907 2,015,000 SH Call SOLE   2,015,000 0 0
CITIGROUP INC COM NEW 172967424 47,100 1,000,000 SH Call SOLE   1,000,000 0 0
CITIGROUP INC COM NEW 172967424 47,100 1,000,000 SH Call SOLE   1,000,000 0 0
CREE INC COM 225447101 24,975 500,000 SH Call SOLE   500,000 0 0
CREE INC COM 225447101 24,975 500,000 SH Call SOLE   500,000 0 0
CREE INC COM 225447101 50,340 1,007,800 SH Call SOLE   1,007,800 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 38,720 1,000,000 SH   SOLE   1,000,000 0 0
ENERGY XXI BERMUDA LTD USD UNRS SHS G10082140 1,850 78,300 SH Call SOLE   78,300 0 0
EXXON MOBIL CORP COM 30231G102 90,612 900,000 SH Call SOLE   900,000 0 0
EXXON MOBIL CORP COM 30231G102 100,680 1,000,000 SH Call SOLE   1,000,000 0 0
FIRST SOLAR INC COM 336433107 35,530 500,000 SH   SOLE   500,000 0 0
HALLIBURTON CO COM 406216101 35,505 500,000 SH Call SOLE   500,000 0 0
HALLIBURTON CO COM 406216101 35,505 500,000 SH Call SOLE   500,000 0 0
HERCULES OFFSHORE INC COM 427093109 4,422 1,100,000 SH   SOLE   1,100,000 0 0
INTEL CORP COM 458140100 30,900 1,000,000 SH Call SOLE   1,000,000 0 0
INTEL CORP COM 458140100 30,900 1,000,000 SH Call SOLE   1,000,000 0 0
INTEL CORP COM 458140100 92,700 3,000,000 SH Call SOLE   3,000,000 0 0
INTEL CORP COM 458140100 30,900 1,000,000 SH   SOLE   1,000,000 0 0
LINEAR TECHNOLOGY CORP COM 535678106 23,535 500,000 SH Call SOLE   500,000 0 0
LINEAR TECHNOLOGY CORP COM 535678106 23,535 500,000 SH Call SOLE   500,000 0 0
LINEAR TECHNOLOGY CORP COM 535678106 9,414 200,000 SH   SOLE   200,000 0 0
METLIFE INC COM 59156R108 33,480 602,600 SH Call SOLE   602,600 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADR 606822104 15,375 2,500,000 SH   SOLE   2,500,000 0 0
NEOPHOTONICS CORP COM 64051T100 6,864 1,649,895 SH   SOLE   1,649,895 0 0
NORANDA ALUM HLDG CORP COM 65542W107 3,530 1,000,000 SH   SOLE   1,000,000 0 0
NUCOR CORP COM 670346105 49,250 1,000,000 SH Call SOLE   1,000,000 0 0
NVIDIA CORP COM 67066G104 12,051 650,000 SH Call SOLE   650,000 0 0
NVIDIA CORP COM 67066G104 18,540 1,000,000 SH Call SOLE   1,000,000 0 0
NVIDIA CORP COM 67066G104 18,540 1,000,000 SH Call SOLE   1,000,000 0 0
NVIDIA CORP COM 67066G104 18,540 1,000,000 SH Call SOLE   1,000,000 0 0
NVIDIA CORP COM 67066G104 18,540 1,000,000 SH   SOLE   1,000,000 0 0
PBF ENERGY INC CL A 69318G106 13,325 500,000 SH Call SOLE   500,000 0 0
PBF ENERGY INC CL A 69318G106 13,325 500,000 SH   SOLE   500,000 0 0
PEABODY ENERGY CORP COM 704549104 16,350 1,000,000 SH Call SOLE   1,000,000 0 0
PEABODY ENERGY CORP COM 704549104 16,352 1,000,100 SH Call SOLE   1,000,100 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 3,658 250,000 SH   SOLE   250,000 0 0
QUANTA SVCS INC COM 74762E102 13,746 397,500 SH Call SOLE   397,500 0 0
RF MICRODEVICES INC COM 749941100 9,590 1,000,000 SH   SOLE   1,000,000 0 0
SEARS HLDGS CORP COM 812350106 15,984 400,000 SH Call SOLE   400,000 0 0
SEARS HLDGS CORP COM 812350106 3,996 100,000 SH   SOLE   100,000 0 0
SOLARCITY CORP COM 83416T100 17,099 242,200 SH Call SOLE   242,200 0 0
SUNEDISON INC COM 86732Y109 9,040 400,000 SH   SOLE   400,000 0 0
SUNPOWER CORP COM 867652406 16,392 400,000 SH   SOLE   400,000 0 0
TESLA MTRS INC COM 88160R101 144,036 600,000 SH Call SOLE   600,000 0 0
TESLA MTRS INC COM 88160R101 48,012 200,000 SH Call SOLE   200,000 0 0
TESORO CORP COM 881609101 58,670 1,000,000 SH Call SOLE   1,000,000 0 0
TRANSENTERIX INC COM NEW 89366M201 1,512 300,000 SH   SOLE   300,000 0 0
TWITTER INC COM 90184L102 20,485 500,000 SH Call SOLE   500,000 0 0
UNITED CONTL HLDGS INC COM 910047109 61,605 1,500,000 SH Call SOLE   1,500,000 0 0
UNITED CONTL HLDGS INC COM 910047109 33,760 822,000 SH Call SOLE   822,000 0 0
UNITED CONTL HLDGS INC COM 910047109 43,124 1,050,000 SH Call SOLE   1,050,000 0 0
UNITED CONTL HLDGS INC COM 910047109 12,321 300,000 SH   SOLE   300,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 50,100 1,000,000 SH Call SOLE   1,000,000 0 0
VULCAN MATLS CO COM 929160109 19,125 300,000 SH   SOLE   300,000 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 49,730 1,007,500 SH Call SOLE   1,007,500 0 0
YRC WORLDWIDE INC COM PAR $.01 984249607 5,622 200,000 SH   SOLE   200,000 0 0