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
ADVANCE AUTO PARTS INC COM 00751Y106 2,606 20,000 SH   SOLE   20,000 0 0
AERCAP HOLDINGS NV SHS N00985106 8,757 214,103 SH   SOLE   214,103 0 0
AIR PRODS & CHEMS INC COM 009158106 2,604 20,000 SH   SOLE   20,000 0 0
AK STL HLDG CORP COM 001547108 12,816 1,600,000 SH   SOLE   1,600,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10,040 113,000 SH   SOLE   113,000 0 0
AMERICAN CAP LTD COM 02503Y103 4,248 300,000 SH Call SOLE   300,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 10,410 192,700 SH   SOLE   192,700 0 0
AMERICAN TOWER CORP NEW COM 03027X100 936 10,000 SH   SOLE   10,000 0 0
AMPHENOL CORP NEW CL A 032095101 2,497 25,000 SH   SOLE   25,000 0 0
ANADARKO PETE CORP COM 032511107 20,288 200,000 SH   SOLE   200,000 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 1,260 105,000 SH   SOLE   105,000 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 17,400 1,450,000 SH Call SOLE   1,450,000 0 0
APACHE CORP COM 037411105 1,192 12,700 SH   SOLE   12,700 0 0
BANK AMER CORP COM 060505104 15,089 885,000 SH   SOLE   885,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 2,928 75,600 SH   SOLE   75,600 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06742E711 152,466 4,890,000 SH Put SOLE   4,890,000 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06742E711 9,354 300,000 SH   SOLE   300,000 0 0
BELMOND LTD CL A G1154H107 2,951 253,109 SH   SOLE   253,109 0 0
BEST BUY INC COM 086516101 5,878 175,000 SH Call SOLE   175,000 0 0
BEST BUY INC COM 086516101 59,454 1,770,000 SH   SOLE   1,770,000 0 0
BLOOMIN BRANDS INC COM 094235108 4,585 250,000 SH   SOLE   250,000 0 0
BOULDER BRANDS INC COM 101405108 1,279 93,802 SH   SOLE   93,802 0 0
BRUNSWICK CORP COM 117043109 2,528 60,000 SH   SOLE   60,000 0 0
BUFFALO WILD WINGS INC COM 119848109 7,721 57,500 SH   SOLE   57,500 0 0
BURGER KING WORLDWIDE INC COM 121220107 5,191 175,000 SH   SOLE   175,000 0 0
CARTER INC COM 146229109 3,101 40,000 SH   SOLE   40,000 0 0
CENTURYLINK INC COM 156700106 4,322 105,700 SH   SOLE   105,700 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 2,456 41,800 SH   SOLE   41,800 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 7,666 11,500 SH   SOLE   11,500 0 0
CITIGROUP INC COM NEW 172967424 6,192 119,500 SH   SOLE   119,500 0 0
CITRIX SYS INC COM 177376100 7,134 100,000 SH   SOLE   100,000 0 0
CNOOC LTD SPONSORED ADR 126132109 1,139 6,600 SH   SOLE   6,600 0 0
COCA COLA CO COM 191216100 2,133 50,000 SH   SOLE   50,000 0 0
COGNEX CORP COM 192422103 2,014 50,000 SH   SOLE   50,000 0 0
COLONY FINL INC COM 19624R106 3,245 145,000 SH   SOLE   145,000 0 0
COMCAST CORP NEW CL A 20030N101 107,560 2,000,000 SH Call SOLE   2,000,000 0 0
COMERICA INC COM 200340107 3,241 65,000 SH   SOLE   65,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 3,561 65,000 SH   SOLE   65,000 0 0
COMMVAULT SYSTEMS INC COM 204166102 6,048 120,000 SH   SOLE   120,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 1,448 125,000 SH   SOLE   125,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 8,062 92,500 SH   SOLE   92,500 0 0
D R HORTON INC COM 23331A109 10,180 496,100 SH   SOLE   496,100 0 0
DANAHER CORP DEL COM 235851102 7,598 100,000 SH Call SOLE   100,000 0 0
DISH NETWORK CORP CL A 25470M109 64,580 1,000,000 SH   SOLE   1,000,000 0 0
DISNEY WALT CO COM DISNEY 254687106 5,279 59,300 SH   SOLE   59,300 0 0
DISNEY WALT CO COM DISNEY 254687106 20,032 225,000 SH Call SOLE   225,000 0 0
DOLLAR TREE INC COM 256746108 8,411 150,000 SH   SOLE   150,000 0 0
DRESSER-RAND GROUP INC COM 261608103 1,413 17,180 SH   SOLE   17,180 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 7,342 325,000 SH   SOLE   325,000 0 0
ECOLAB INC COM 278865100 4,019 35,000 SH   SOLE   35,000 0 0
EXPRESS INC COM 30219E103 781 50,000 SH   SOLE   50,000 0 0
EXXON MOBIL CORP COM 30231G102 1,448 15,400 SH   SOLE   15,400 0 0
FACEBOOK INC CL A 30303M102 6,465 81,800 SH   SOLE   81,800 0 0
FEDEX CORP COM 31428X106 1,615 10,000 SH   SOLE   10,000 0 0
FIREEYE INC COM 31816Q101 3,820 125,000 SH   SOLE   125,000 0 0
FIRST NBC BK HLDG CO COM 32115D106 2,784 85,000 SH   SOLE   85,000 0 0
FOOT LOCKER INC COM 344849104 1,113 20,000 SH   SOLE   20,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 22,185 1,500,000 SH Call SOLE   1,500,000 0 0
FORTINET INC COM 34959E109 253 10,000 SH   SOLE   10,000 0 0
FOSTER WHEELER AG COM H27178104 5,631 178,076 SH   SOLE   178,076 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 5,717 185,000 SH   SOLE   185,000 0 0
GAP INC DEL COM 364760108 1,668 40,000 SH   SOLE   40,000 0 0
GEO GROUP INC NEW COM 36162J106 4,969 130,000 SH   SOLE   130,000 0 0
GOOGLE INC CL A 38259P508 2,059 3,500 SH   SOLE   3,500 0 0
GRUPO AVAL ACCIONES Y VALORE SPONSORED ADS 40053W101 8,808 650,000 SH   SOLE   650,000 0 0
HARLEY DAVIDSON INC COM 412822108 3,492 60,000 SH   SOLE   60,000 0 0
HCA HOLDINGS INC COM 40412C101 1,763 25,000 SH   SOLE   25,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 40,890 1,500,000 SH   SOLE   1,500,000 0 0
HERSHEY CO COM 427866108 10,340 108,350 SH   SOLE   108,350 0 0
HEWLETT PACKARD CO COM 428236103 3,873 109,200 SH   SOLE   109,200 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 12,931 525,000 SH   SOLE   525,000 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 2,599 256,100 SH   SOLE   256,100 0 0
HOME DEPOT INC COM 437076102 27,522 300,000 SH Call SOLE   300,000 0 0
HOMEAWAY INC COM 43739Q100 3,550 100,000 SH   SOLE   100,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104 4,266 200,000 SH   SOLE   200,000 0 0
HOWARD HUGHES CORP COM 44267D107 2,413 16,084 SH   SOLE   16,084 0 0
ICON PLC SHS G4705A100 2,862 50,000 SH   SOLE   50,000 0 0
INFOBLOX INC COM 45672H104 4,056 275,000 SH   SOLE   275,000 0 0
INTEL CORP COM 458140100 2,960 85,000 SH   SOLE   85,000 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 4,057 162,592 SH   SOLE   162,592 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 10,377 53,200 SH   SOLE   53,200 0 0
ISHARES MSCI GERMANY ETF 464286806 4,155 150,000 SH   SOLE   150,000 0 0
ISHARES MSCI JAPAN ETF 464286848 8,121 690,000 SH   SOLE   690,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 11,484 300,000 SH Call SOLE   300,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 21,552 563,000 SH   SOLE   563,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 82,302 2,150,000 SH Put SOLE   2,150,000 0 0
ISHARES TR MSCI UTD KNGDM 46434V548 58,140 3,000,000 SH Call SOLE   3,000,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287135 26,454 300,000 SH Call SOLE   300,000 0 0
JARDEN CORP COM 471109108 7,640 127,108 SH   SOLE   127,108 0 0
JPMORGAN CHASE & CO COM 46625H100 4,976 82,600 SH   SOLE   82,600 0 0
KEYCORP NEW COM 493267108 3,333 250,000 SH   SOLE   250,000 0 0
KINDER MORGAN INC DEL COM 49456B101 23,963 625,000 SH   SOLE   625,000 0 0
LAS VEGAS SANDS CORP COM 517834107 34,216 550,000 SH Call SOLE   550,000 0 0
LOCKHEED MARTIN CORP COM 539830109 5,483 30,000 SH   SOLE   30,000 0 0
LOCKHEED MARTIN CORP COM 539830109 13,709 75,000 SH Call SOLE   75,000 0 0
LULULEMON ATHLETICA INC COM 550021109 1,470 35,000 SH   SOLE   35,000 0 0
M & T BK CORP COM 55261F104 2,466 20,000 SH   SOLE   20,000 0 0
MARKET VECTORS ETF TR OIL SVCS ETF 57060U191 1,439 29,000 SH   SOLE   29,000 0 0
MCDONALDS CORP COM 580135101 4,741 50,000 SH   SOLE   50,000 0 0
MERITAGE HOMES CORP COM 59001A102 1,775 50,000 SH   SOLE   50,000 0 0
METLIFE INC COM 59156R108 2,149 40,000 SH   SOLE   40,000 0 0
MGIC INVT CORP WIS COM 552848103 2,343 300,000 SH   SOLE   300,000 0 0
MICHAELS COS INC COM 59408Q106 47,533 2,719,300 SH   SOLE   2,719,300 0 0
MICRON TECHNOLOGY INC COM 595112103 5,139 150,000 SH   SOLE   150,000 0 0
MICRON TECHNOLOGY INC COM 595112103 34,260 1,000,000 SH Call SOLE   1,000,000 0 0
MONDELEZ INTL INC CL A 609207105 2,570 75,000 SH   SOLE   75,000 0 0
MONSANTO CO NEW COM 61166W101 4,500 40,000 SH Call SOLE   40,000 0 0
MORGAN STANLEY COM NEW 617446448 202,541 5,858,880 SH   SOLE   5,858,880 0 0
NASDAQ OMX GROUP INC COM 631103108 5,650 133,200 SH   SOLE   133,200 0 0
NETEASE INC SPONSORED ADR 64110W102 2,707 31,600 SH   SOLE   31,600 0 0
NEW RESIDENTIAL INVT CORP COM 64828T102 1,166 200,000 SH   SOLE   200,000 0 0
NIKE INC CL B 654106103 1,784 20,000 SH   SOLE   20,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 8,370 75,000 SH Call SOLE   75,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 10,541 80,000 SH   SOLE   80,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 16,470 125,000 SH Call SOLE   125,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 7,384 205,000 SH   SOLE   205,000 0 0
NVIDIA CORP COM 67066G104 2,721 147,500 SH   SOLE   147,500 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 7,518 50,000 SH Call SOLE   50,000 0 0
PALO ALTO NETWORKS INC COM 697435105 13,773 140,400 SH   SOLE   140,400 0 0
PANERA BREAD CO CL A 69840W108 814 5,000 SH   SOLE   5,000 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 1,452 11,300 SH   SOLE   11,300 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 149,208 10,515,000 SH Call SOLE   10,515,000 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 4,730 333,300 SH Put SOLE   333,300 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 105,917 7,464,200 SH   SOLE   7,464,200 0 0
PINNACLE ENTMT INC COM 723456109 1,255 50,000 SH   SOLE   50,000 0 0
POLARIS INDS INC COM 731068102 14,230 95,000 SH   SOLE   95,000 0 0
PRECISION CASTPARTS CORP COM 740189105 11,844 50,000 SH Call SOLE   50,000 0 0
PRICELINE GRP INC COM NEW 741503403 3,476 3,000 SH   SOLE   3,000 0 0
PROTECTIVE LIFE CORP COM 743674103 6,907 99,505 SH   SOLE   99,505 0 0
QUALCOMM INC COM 747525103 14,954 200,000 SH Put SOLE   200,000 0 0
REGIONS FINL CORP NEW COM 7591EP100 6,825 679,800 SH   SOLE   679,800 0 0
ROPER INDS INC NEW COM 776696106 5,852 40,000 SH   SOLE   40,000 0 0
ROPER INDS INC NEW COM 776696106 14,629 100,000 SH Call SOLE   100,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 8,075 120,000 SH Call SOLE   120,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 10,766 160,000 SH   SOLE   160,000 0 0
RUCKUS WIRELESS INC COM 781220108 13,360 1,000,000 SH   SOLE   1,000,000 0 0
SAFEWAY INC COM NEW 786514208 622 18,129 SH   SOLE   18,129 0 0
SBA COMMUNICATIONS CORP COM 78388J106 665 6,000 SH   SOLE   6,000 0 0
SCHLUMBERGER LTD COM 806857108 7,627 75,000 SH Call SOLE   75,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 46,915 1,596,290 SH   SOLE   1,596,290 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 16,006 240,000 SH   SOLE   240,000 0 0
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 5,437 60,000 SH   SOLE   60,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 34,081 1,470,926 SH   SOLE   1,470,926 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 92,680 4,000,000 SH Call SOLE   4,000,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y506 181,240 2,000,000 SH Put SOLE   2,000,000 0 0
SIGMA ALDRICH CORP COM 826552101 1,049 7,714 SH   SOLE   7,714 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 2,576 84,900 SH   SOLE   84,900 0 0
SNAP ON INC COM 833034101 363 3,000 SH   SOLE   3,000 0 0
SOHU COM INC COM 83408W103 1,612 32,100 SH   SOLE   32,100 0 0
SOTHEBYS COM 835898107 12,502 350,000 SH Call SOLE   350,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 256,126 1,300,000 SH Put SOLE   1,300,000 0 0
SPDR SERIES TRUST S&P BK ETF 78464A797 2,393 75,000 SH   SOLE   75,000 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 4,879 164,900 SH   SOLE   164,900 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 9,465 250,000 SH   SOLE   250,000 0 0
SPRINGLEAF HLDGS INC COM 85172J101 4,509 141,203 SH   SOLE   141,203 0 0
ST JOE CO COM 790148100 7,426 372,600 SH   SOLE   372,600 0 0
STARBUCKS CORP COM 855244109 5,660 75,000 SH   SOLE   75,000 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 3,744 45,000 SH   SOLE   45,000 0 0
SYNCHRONY FINL COM 87165B103 2,455 100,000 SH   SOLE   100,000 0 0
SYNOVUS FINL CORP COM NEW 87161C501 6,273 265,342 SH   SOLE   265,342 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 638 31,600 SH   SOLE   31,600 0 0
TATA MTRS LTD SPONSORED ADR 876568502 1,010 23,100 SH   SOLE   23,100 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 41,864 1,254,550 SH   SOLE   1,254,550 0 0
TE CONNECTIVITY LTD REG SHS H84989104 16,587 300,000 SH Call SOLE   300,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,477 45,000 SH   SOLE   45,000 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 2,013 76,831 SH   SOLE   76,831 0 0
TIME WARNER CABLE INC COM 88732J207 196,894 1,372,178 SH   SOLE   1,372,178 0 0
TIME WARNER INC COM NEW 887317303 7,145 95,000 SH   SOLE   95,000 0 0
T-MOBILE US INC COM 872590104 4,143 143,500 SH   SOLE   143,500 0 0
TOTAL SYS SVCS INC COM 891906109 7,571 244,500 SH   SOLE   244,500 0 0
TRW AUTOMOTIVE HLDGS CORP COM 87264S106 1,417 13,999 SH   SOLE   13,999 0 0
TYSON FOODS INC CL A 902494103 2,362 60,000 SH   SOLE   60,000 0 0
ULTRAPETROL BAHAMAS LTD COM P94398107 271 86,911 SH   SOLE   86,911 0 0
UMPQUA HLDGS CORP COM 904214103 2,906 176,461 SH   SOLE   176,461 0 0
UNION PAC CORP COM 907818108 10,073 92,908 SH   SOLE   92,908 0 0
UNION PAC CORP COM 907818108 37,947 350,000 SH Call SOLE   350,000 0 0
VEECO INSTRS INC DEL COM 922417100 1,789 51,200 SH   SOLE   51,200 0 0
VOYA FINL INC COM 929089100 9,783 250,200 SH   SOLE   250,200 0 0
WCI CMNTYS INC COM PAR $0.01 92923C807 3,727 202,100 SH   SOLE   202,100 0 0
WHITEWAVE FOODS CO COM 966244105 6,539 180,000 SH   SOLE   180,000 0 0
WILSHIRE BANCORP INC COM 97186T108 1,506 163,117 SH   SOLE   163,117 0 0
WYNN RESORTS LTD COM 983134107 14,499 77,500 SH Call SOLE   77,500 0 0
YAHOO INC COM 984332106 6,113 150,000 SH   SOLE   150,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 3,572 96,563 SH   SOLE   96,563 0 0
ZIONS BANCORPORATION COM 989701107 9,445 325,000 SH   SOLE   325,000 0 0