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 143,025 300,000 SH Call SOLE   300,000 0 0
APPLE INC COM 37833100 95,350 200,000 SH Call SOLE   200,000 0 0
BANK OF AMERICA CORPORATION COM 60505104 27,600 2,000,000 SH Call SOLE   2,000,000 0 0
BANK OF AMERICA CORPORATION COM 60505104 27,600 2,000,000 SH Call SOLE   2,000,000 0 0
BANK OF AMERICA CORPORATION COM 60505104 13,800 1,000,000 SH   SOLE   1,000,000 0 0
BHP BILLITON LTD SPONSORED ADR 88606108 66,500 1,000,000 SH Call SOLE   1,000,000 0 0
BROADCOM CORP CL A 111320107 26,020 1,000,000 SH Call SOLE   1,000,000 0 0
CITIGROUP INC COM NEW 172967424 50,936 1,050,000 SH Call SOLE   1,050,000 0 0
CITIGROUP INC COM NEW 172967424 97,020 2,000,000 SH Call SOLE   2,000,000 0 0
COCA COLA CO COM 191216100 75,760 2,000,000 SH Call SOLE   2,000,000 0 0
CREE INC COM 225447101 30,095 500,000 SH Call SOLE   500,000 0 0
CYAN INC COM 23247W104 1,152 114,667 SH   SOLE   114,667 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 18,872 800,000 SH Call SOLE   800,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 5,898 250,000 SH Call SOLE   250,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 24,128 1,022,816 SH   SOLE   1,022,816 0 0
DEVON ENERGY CORP NEW COM 25179M103 58,338 1,010,000 SH Call SOLE   1,010,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 17,328 300,000 SH Call SOLE   300,000 0 0
FIRST SOLAR INC COM 336433107 12,063 300,000 SH Call SOLE   300,000 0 0
FUSION-IO INC COM 36112J107 6,695 500,000 SH   SOLE   500,000 0 0
GENERAL ELECTRIC CO COM 369604103 47,780 2,000,000 SH Call SOLE   2,000,000 0 0
GENERAL ELECTRIC CO COM 369604103 23,890 1,000,000 SH Call SOLE   1,000,000 0 0
GENERAL MTRS CO COM 37045V100 53,955 1,500,000 SH Call SOLE   1,500,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 22,451 1,000,000 SH Call SOLE   1,000,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 10,103 450,000 SH Call SOLE   450,000 0 0
GROUPON INC COM CL A 399473107 3,363 300,000 SH   SOLE   300,000 0 0
GT ADVANCED TECHNOLOGIES INC COM 36191U106 2,979 350,000 SH   SOLE   350,000 0 0
HARRIS & HARRIS GROUP INC COM 413833104 1,836 611,903 SH   SOLE   611,903 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 31,120 1,000,000 SH Call SOLE   1,000,000 0 0
INTEL CORP COM 458140100 45,842 2,000,000 SH Call SOLE   2,000,000 0 0
KB HOME COM 48666K109 2,703 150,000 SH Call SOLE   150,000 0 0
KB HOME COM 48666K109 2,703 150,000 SH   SOLE   150,000 0 0
LOUISIANA PAC CORP COM 546347105 12,313 700,000 SH   SOLE   700,000 0 0
MASONITE INTL CORP NEW COM 575385109 2,447 50,000 SH   SOLE   50,000 0 0
MGIC INVT CORP WIS COM 552848103 7,280 1,000,000 SH Call SOLE   1,000,000 0 0
MGIC INVT CORP WIS COM 552848103 7,358 1,010,721 SH   SOLE   1,010,721 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADR 606822104 13,437 2,096,253 SH   SOLE   2,096,253 0 0
NEOPHOTONICS CORP COM 64051T100 13,745 1,860,000 SH   SOLE   1,860,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 37,416 400,000 SH Call SOLE   400,000 0 0
PHILLIPS 66 COM 718546104 57,820 1,000,000 SH Call SOLE   1,000,000 0 0
PHILLIPS 66 COM 718546104 115,640 2,000,000 SH Call SOLE   2,000,000 0 0
PHILLIPS 66 COM 718546104 58,132 1,005,400 SH Call SOLE   1,005,400 0 0
PULTE GROUP INC COM 745867101 8,250 500,000 SH Call SOLE   500,000 0 0
PULTE GROUP INC COM 745867101 4,950 300,000 SH   SOLE   300,000 0 0
QUALCOMM INC COM 747525103 37,026 550,000 SH Call SOLE   550,000 0 0
SCHLUMBERGER LTD COM 806857108 88,360 1,000,000 SH Call SOLE   1,000,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 8,878 200,000 SH Call SOLE   200,000 0 0
SUNEDISON INC COM 86732Y109 21,121 2,650,000 SH   SOLE   2,650,000 0 0
SUNPOWER CORP COM 867652406 11,641 445,000 SH Call SOLE   445,000 0 0
SUNPOWER CORP COM 867652406 6,540 250,000 SH Call SOLE   250,000 0 0
TESLA MTRS INC COM 88160R101 20,923 108,200 SH Call SOLE   108,200 0 0
U S AIRWAYS GROUP INC COM 90341W108 7,584 400,000 SH Call SOLE   400,000 0 0
U S AIRWAYS GROUP INC COM 90341W108 18,960 1,000,000 SH Call SOLE   1,000,000 0 0
U S AIRWAYS GROUP INC COM 90341W108 18,617 981,900 SH   SOLE   981,900 0 0
UNITED CONTL HLDGS INC COM 910047109 32,264 1,050,600 SH Call SOLE   1,050,600 0 0
UNITED CONTL HLDGS INC COM 910047109 33,247 1,082,600 SH Call SOLE   1,082,600 0 0
UNITED CONTL HLDGS INC COM 910047109 23,410 762,300 SH Call SOLE   762,300 0 0
VALERO ENERGY CORP NEW COM 91913Y100 34,515 1,010,700 SH Call SOLE   1,010,700 0 0
VULCAN MATLS CO COM 929160109 25,905 500,000 SH Call SOLE   500,000 0 0
WESTPORT INNOVATIONS INC COM NEW 960908309 4,838 200,000 SH   SOLE   200,000 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 47,930 1,000,000 SH Call SOLE   1,000,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 20,130 1,000,000 SH Call SOLE   1,000,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 7,046 350,000 SH Call SOLE   350,000 0 0
YRC WORLDWIDE INC COM PAR $.01 984249607 2,532 150,000 SH   SOLE   150,000 0 0