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
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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
3M CO COM 88579Y101 14,324 100,000 SH Call SOLE   100,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 3,903 175,000 SH   SOLE   175,000 0 0
AERCAP HOLDINGS NV SHS N00985106 7,516 164,103 SH   SOLE   164,103 0 0
AMBEV SA SPONSORED ADR 02319V103 9,152 1,300,000 SH   SOLE   1,300,000 0 0
AMERICAN EXPRESS CO COM 025816109 9,487 100,000 SH Call SOLE   100,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 19,862 363,902 SH   SOLE   363,902 0 0
ANADARKO PETE CORP COM 032511107 25,725 235,000 SH   SOLE   235,000 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 5,249 305,000 SH   SOLE   305,000 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 24,955 1,450,000 SH Call SOLE   1,450,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 2,874 25,000 SH   SOLE   25,000 0 0
ANNIES INC COM 03600T104 1,691 50,000 SH   SOLE   50,000 0 0
ARAMARK COM 03852U106 20,704 800,000 SH   SOLE   800,000 0 0
AUTONAVI HLDGS LTD SPONSORED ADR 05330F106 2,169 103,777 SH   SOLE   103,777 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 3,964 55,000 SH   SOLE   55,000 0 0
AVERY DENNISON CORP COM 053611109 10,250 200,000 SH Call SOLE   200,000 0 0
BAIDU INC SPON ADR REP A 056752108 392 2,100 SH   SOLE   2,100 0 0
BANK OF AMERICA CORPORATION COM 060505104 4,611 300,000 SH   SOLE   300,000 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06742E711 2,860 100,000 SH   SOLE   100,000 0 0
BEST BUY INC COM 086516101 5,427 175,000 SH Call SOLE   175,000 0 0
BEST BUY INC COM 086516101 30,545 985,000 SH   SOLE   985,000 0 0
BLOOMIN BRANDS INC COM 094235108 3,925 175,000 SH   SOLE   175,000 0 0
BRINKER INTL INC COM 109641100 4,379 90,000 SH   SOLE   90,000 0 0
CARDINAL HEALTH INC COM 14149Y108 8,831 128,800 SH Call SOLE   128,800 0 0
CBRE GROUP INC CL A 12504L109 4,005 125,000 SH   SOLE   125,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 7,170 100,000 SH   SOLE   100,000 0 0
CIT GROUP INC COM NEW 125581801 2,288 50,000 SH   SOLE   50,000 0 0
CLEAN HARBORS INC COM 184496107 3,855 60,000 SH   SOLE   60,000 0 0
COGNEX CORP COM 192422103 1,651 43,000 SH   SOLE   43,000 0 0
COLONY FINL INC COM 19624R106 1,742 75,000 SH   SOLE   75,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 1,588 35,000 SH   SOLE   35,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 2,953 250,000 SH   SOLE   250,000 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 6,213 135,000 SH   SOLE   135,000 0 0
CREDICORP LTD COM G2519Y108 264 1,700 SH   SOLE   1,700 0 0
CUMMINS INC COM 231021106 2,314 15,000 SH   SOLE   15,000 0 0
CVS CAREMARK CORPORATION COM 126650100 7,537 100,000 SH Call SOLE   100,000 0 0
D R HORTON INC COM 23331A109 11,000 447,500 SH   SOLE   447,500 0 0
DIRECTV COM 25490A309 20,700 243,500 SH   SOLE   243,500 0 0
DISH NETWORK CORP CL A 25470M109 39,048 600,000 SH   SOLE   600,000 0 0
DISNEY WALT CO COM DISNEY 254687106 10,237 119,400 SH   SOLE   119,400 0 0
DOLLAR TREE INC COM 256746108 6,808 125,000 SH   SOLE   125,000 0 0
DOMINOS PIZZA INC COM 25754A201 2,558 35,000 SH   SOLE   35,000 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 2,658 125,000 SH   SOLE   125,000 0 0
FACEBOOK INC CL A 30303M102 336 5,000 SH   SOLE   5,000 0 0
FIFTH THIRD BANCORP COM 316773100 4,270 200,000 SH   SOLE   200,000 0 0
FIRST NBC BK HLDG CO COM 32115D106 2,848 85,000 SH   SOLE   85,000 0 0
FISERV INC COM 337738108 603 10,000 SH   SOLE   10,000 0 0
FOSTER WHEELER AG COM H27178104 9,894 290,409 SH   SOLE   290,409 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 16,985 500,000 SH   SOLE   500,000 0 0
GARMIN LTD SHS H2906T109 2,436 40,000 SH   SOLE   40,000 0 0
GENERAL DYNAMICS CORP COM 369550108 11,655 100,000 SH Call SOLE   100,000 0 0
GIANT INTERACTIVE GROUP INC ADR 374511103 852 71,924 SH   SOLE   71,924 0 0
GILEAD SCIENCES INC COM 375558103 8,291 100,000 SH Call SOLE   100,000 0 0
GOOGLE INC CL A 38259P508 4,870 8,330 SH   SOLE   8,330 0 0
GOOGLE INC CL C 38259P706 1,266 2,200 SH   SOLE   2,200 0 0
GOOGLE INC CL C 38259P706 8,629 15,000 SH Call SOLE   15,000 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 3,858 87,571 SH   SOLE   87,571 0 0
HCA HOLDINGS INC COM 40412C101 5,638 100,000 SH Call SOLE   100,000 0 0
HCA HOLDINGS INC COM 40412C101 5,638 100,000 SH   SOLE   100,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 37,333 1,315,000 SH   SOLE   1,315,000 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 309 6,600 SH   SOLE   6,600 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 30,132 1,075,000 SH   SOLE   1,075,000 0 0
HESS CORP COM 42809H107 989 10,000 SH   SOLE   10,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 125,065 5,367,597 SH   SOLE   5,367,597 0 0
HITTITE MICROWAVE CORP COM 43365Y104 1,617 20,746 SH   SOLE   20,746 0 0
HOME DEPOT INC COM 437076102 3,238 40,000 SH   SOLE   40,000 0 0
HOWARD HUGHES CORP COM 44267D107 9,325 59,084 SH   SOLE   59,084 0 0
ICICI BK LTD ADR 45104G104 245 4,900 SH   SOLE   4,900 0 0
IDEX CORP COM 45167R104 525 6,500 SH   SOLE   6,500 0 0
ILLINOIS TOOL WKS INC COM 452308109 2,189 25,000 SH   SOLE   25,000 0 0
INTEL CORP COM 458140100 7,725 250,000 SH Call SOLE   250,000 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 3,787 162,592 SH   SOLE   162,592 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 10,049 53,200 SH   SOLE   53,200 0 0
INTERNATIONAL GAME TECHNOLOG COM 459902102 1,591 100,000 SH Call SOLE   100,000 0 0
ISHARES MSCI SPAN CP ETF 464286764 240 5,600 SH   SOLE   5,600 0 0
ISHARES MSCI GERMANY ETF 464286806 307 9,800 SH   SOLE   9,800 0 0
ISHARES MSCI EAFE ETF 464287465 540 7,900 SH   SOLE   7,900 0 0
ISHARES MSCI MALAYSI ETF 464286830 218 13,700 SH   SOLE   13,700 0 0
ISHARES MSCI UK ETF 464286699 230 11,000 SH   SOLE   11,000 0 0
ISHARES MSCI TAIWAN ETF 464286731 248 15,700 SH   SOLE   15,700 0 0
ISHARES MSCI HONG KG ETF 464286871 269 12,900 SH   SOLE   12,900 0 0
ISHARES MSCI CDA ETF 464286509 390 12,100 SH   SOLE   12,100 0 0
ISHARES MSCI BRZ CAP ETF 464286400 478 10,000 SH   SOLE   10,000 0 0
ISHARES JP MOR EM MK ETF 464288281 1,591 13,800 SH   SOLE   13,800 0 0
ISHARES MSCI EMG MKT ETF 464287234 8,270 191,300 SH   SOLE   191,300 0 0
ISHARES MSCI MEX CAP ETF 464286822 10,646 157,000 SH   SOLE   157,000 0 0
ISHARES TR MSCI POL CAP ETF 46429B606 238 8,100 SH   SOLE   8,100 0 0
JACK IN THE BOX INC COM 466367109 5,984 100,000 SH   SOLE   100,000 0 0
JARDEN CORP COM 471109108 2,968 50,000 SH   SOLE   50,000 0 0
JOHNSON & JOHNSON COM 478160104 10,462 100,000 SH Call SOLE   100,000 0 0
JONES LANG LASALLE INC COM 48020Q107 341 2,700 SH   SOLE   2,700 0 0
KELLOGG CO COM 487836108 6,570 100,000 SH Call SOLE   100,000 0 0
LAUDER ESTEE COS INC CL A 518439104 1,857 25,000 SH   SOLE   25,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 30,954 700,000 SH   SOLE   700,000 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 2,286 80,000 SH   SOLE   80,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 24,690 1,000,000 SH   SOLE   1,000,000 0 0
LORILLARD INC COM 544147101 305 5,000 SH   SOLE   5,000 0 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 497 7,967 SH   SOLE   7,967 0 0
MCDONALDS CORP COM 580135101 9,067 90,000 SH   SOLE   90,000 0 0
MERITAGE HOMES CORP COM 59001A102 2,111 50,000 SH   SOLE   50,000 0 0
MGIC INVT CORP WIS COM 552848103 16,170 1,750,000 SH   SOLE   1,750,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 3,960 150,000 SH   SOLE   150,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 7,535 85,000 SH   SOLE   85,000 0 0
MICRON TECHNOLOGY INC COM 595112103 5,368 162,900 SH   SOLE   162,900 0 0
MICROSOFT CORP COM 594918104 1,043 25,000 SH   SOLE   25,000 0 0
MORGAN STANLEY COM NEW 617446448 188,383 5,826,880 SH   SOLE   5,826,880 0 0
NASDAQ OMX GROUP INC COM 631103108 5,144 133,200 SH   SOLE   133,200 0 0
NETEASE INC SPONSORED ADR 64110W102 227 2,900 SH   SOLE   2,900 0 0
NEW RESIDENTIAL INVT CORP COM 64828T102 1,260 200,000 SH   SOLE   200,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 7,657 241,561 SH   SOLE   241,561 0 0
NXP SEMICONDUCTORS N V COM N6596X109 5,294 80,000 SH   SOLE   80,000 0 0
PEPSICO INC COM 713448108 8,934 100,000 SH Call SOLE   100,000 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 239 1,900 SH   SOLE   1,900 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 7,315 500,000 SH Call SOLE   500,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,336 15,000 SH   SOLE   15,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 4,995 53,191 SH   SOLE   53,191 0 0
PROTECTIVE LIFE CORP COM 743674103 3,659 52,770 SH   SOLE   52,770 0 0
RADIAN GROUP INC COM 750236101 12,885 870,000 SH   SOLE   870,000 0 0
REALOGY HLDGS CORP COM 75605Y106 3,582 95,000 SH   SOLE   95,000 0 0
REGIONS FINL CORP NEW COM 7591EP100 10,314 971,200 SH   SOLE   971,200 0 0
RF MICRODEVICES INC COM 749941100 1,439 150,000 SH   SOLE   150,000 0 0
RUCKUS WIRELESS INC COM 781220108 7,146 600,000 SH   SOLE   600,000 0 0
SAFEWAY INC COM NEW 786514208 1,162 33,834 SH   SOLE   33,834 0 0
SCHLUMBERGER LTD COM 806857108 23,590 200,000 SH Call SOLE   200,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 29,165 1,082,990 SH   SOLE   1,082,990 0 0
SEALED AIR CORP NEW COM 81211K100 4,613 135,000 SH   SOLE   135,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 14,940 657,000 SH   SOLE   657,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 3,785 30,000 SH   SOLE   30,000 0 0
SIRIUS XM HLDGS INC COM 82968B103 4,498 1,300,000 SH   SOLE   1,300,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 5,166 110,000 SH   SOLE   110,000 0 0
SOTHEBYS COM 835898107 4,199 100,000 SH   SOLE   100,000 0 0
SOTHEBYS COM 835898107 8,398 200,000 SH Call SOLE   200,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 391,440 2,000,000 SH Put SOLE   2,000,000 0 0
SPRINGLEAF HLDGS INC COM 85172J101 3,664 141,203 SH   SOLE   141,203 0 0
ST JOE CO COM 790148100 9,475 372,600 SH   SOLE   372,600 0 0
STARBUCKS CORP COM 855244109 23,214 300,000 SH Call SOLE   300,000 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 13,048 161,440 SH   SOLE   161,440 0 0
SUNEDISON INC COM 86732Y109 1,719 76,055 SH   SOLE   76,055 0 0
SUNPOWER CORP COM 867652406 205 5,000 SH   SOLE   5,000 0 0
SYNOVUS FINL CORP COM 87161C501 6,469 265,342 SH   SOLE   265,342 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 29,278 933,900 SH   SOLE   933,900 0 0
TESLA MTRS INC COM 88160R101 4,081 17,000 SH   SOLE   17,000 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 377 7,200 SH   SOLE   7,200 0 0
TEXTRON INC COM 883203101 3,829 100,000 SH Call SOLE   100,000 0 0
TIFFANY & CO NEW COM 886547108 1,504 15,000 SH   SOLE   15,000 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 10,260 353,421 SH   SOLE   353,421 0 0
TIME WARNER CABLE INC COM 88732J207 73,650 500,000 SH   SOLE   500,000 0 0
TOTAL SYS SVCS INC COM 891906109 7,680 244,500 SH   SOLE   244,500 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 2,673 78,100 SH   SOLE   78,100 0 0
TYSON FOODS INC CL A 902494103 3,754 100,000 SH   SOLE   100,000 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 8,227 90,000 SH   SOLE   90,000 0 0
ULTRAPETROL BAHAMAS LTD COM P94398107 238 80,160 SH   SOLE   80,160 0 0
UMPQUA HLDGS CORP COM 904214103 3,162 176,461 SH   SOLE   176,461 0 0
UNION PAC CORP COM 907818108 19,950 200,000 SH Call SOLE   200,000 0 0
UNITED CONTL HLDGS INC COM 910047109 16,428 400,000 SH   SOLE   400,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 1,915 20,000 SH   SOLE   20,000 0 0
VAIL RESORTS INC COM 91879Q109 772 10,000 SH   SOLE   10,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 302 7,000 SH   SOLE   7,000 0 0
VERISK ANALYTICS INC CL A 92345Y106 1,801 30,000 SH   SOLE   30,000 0 0
VIMPELCOM LTD SPONSORED ADR 92719A106 3,284 391,000 SH   SOLE   391,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 244 1,300 SH   SOLE   1,300 0 0
VOYA FINL INC COM 929089100 6,548 180,200 SH   SOLE   180,200 0 0
WALGREEN CO COM 931422109 5,189 70,000 SH   SOLE   70,000 0 0
WCI CMNTYS INC COM PAR $0.01 92923C807 3,903 202,100 SH   SOLE   202,100 0 0
WILSHIRE BANCORP INC COM 97186T108 2,497 243,117 SH   SOLE   243,117 0 0
WYNN RESORTS LTD COM 983134107 2,076 10,000 SH   SOLE   10,000 0 0
XPO LOGISTICS INC COM 983793100 2,862 100,000 SH   SOLE   100,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 3,156 96,563 SH   SOLE   96,563 0 0
YUM BRANDS INC COM 988498101 5,684 70,000 SH   SOLE   70,000 0 0
YUM BRANDS INC COM 988498101 24,360 300,000 SH Call SOLE   300,000 0 0
ZIONS BANCORPORATION COM 989701107 2,947 100,000 SH   SOLE   100,000 0 0
ZOES KITCHEN INC COM 98979J109 5,157 150,000 SH   SOLE   150,000 0 0