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
Schlumberger Ltd COM 806857108 14,156 215,000 SH   SOLE NONE 215,000 0 0
Brookfield Asset Management In COM 112585104 25,577 652,316 SH   SOLE NONE 652,316 0 0
Potash Corp of Saskatchewan In COM 73755L107 812 49,811 SH   SOLE NONE 49,811 0 0
Transocean Ltd COM H8817H100 690 83,843 SH   SOLE NONE 83,843 0 0
Johnson Controls International COM G51502105 59,490 1,371,998 SH   SOLE NONE 1,371,998 0 0
Allergan PLC COM G0177J108 15,801 65,000 SH   SOLE NONE 65,000 0 0
Advisory Board Co/The COM 00762W107 10,815 210,000 SH   SOLE NONE 210,000 0 0
Aetna Inc COM 00817Y108 30,366 200,000 SH   SOLE NONE 200,000 0 0
Albemarle Corp COM 012653101 512 4,851 SH   SOLE NONE 4,851 0 0
Amazon.com Inc COM 023135106 2,402 2,481 SH   SOLE NONE 2,481 0 0
Apple Inc COM 037833100 21,376 148,424 SH   SOLE NONE 148,424 0 0
Applied Materials Inc COM 038222105 18,406 445,564 SH   SOLE NONE 445,564 0 0
Ball Corp COM 058498106 4,221 100,000 SH   SOLE NONE 100,000 0 0
Beacon Roofing Supply Inc COM 073685109 8,820 180,000 SH   SOLE NONE 180,000 0 0
BorgWarner Inc COM 099724106 283 6,684 SH   SOLE NONE 6,684 0 0
CF Industries Holdings Inc COM 125269100 16,077 575,000 SH   SOLE NONE 575,000 0 0
Caterpillar Inc COM 149123101 798 7,428 SH   SOLE NONE 7,428 0 0
CenterPoint Energy Inc COM 15189T107 5,476 200,000 SH   SOLE NONE 200,000 0 0
Cintas Corp COM 172908105 7,562 60,000 SH   SOLE NONE 60,000 0 0
Citrix Systems Inc COM 177376100 69,633 875,000 SH   SOLE NONE 875,000 0 0
Coach Inc COM 189754104 136 2,869 SH   SOLE NONE 2,869 0 0
Coca-Cola Co/The COM 191216100 10,091 225,000 SH   SOLE NONE 225,000 0 0
Cognizant Technology Solutions COM 192446102 73,040 1,100,000 SH   SOLE NONE 1,100,000 0 0
ConocoPhillips COM 20825C104 26,376 600,000 SH   SOLE NONE 600,000 0 0
CONSOL Energy Inc COM 20854P109 9,308 623,000 SH   SOLE NONE 623,000 0 0
Costco Wholesale Corp COM 22160K105 9,596 60,000 SH   SOLE NONE 60,000 0 0
Delta Air Lines Inc COM 247361702 285 5,307 SH   SOLE NONE 5,307 0 0
Dow Chemical Co/The COM 260543103 14,191 225,000 SH   SOLE NONE 225,000 0 0
Exxon Mobil Corp COM 30231G102 41,723 516,822 SH   SOLE NONE 516,822 0 0
Facebook Inc COM 30303M102 1,480 9,805 SH   SOLE NONE 9,805 0 0
FireEye Inc COM 31816Q101 2,944 193,571 SH   SOLE NONE 193,571 0 0
Freeport-McMoRan Inc COM 35671D857 533 44,358 SH   SOLE NONE 44,358 0 0
General Dynamics Corp COM 369550108 9,905 50,000 SH   SOLE NONE 50,000 0 0
General Electric Co COM 369604103 14,180 525,000 SH   SOLE NONE 525,000 0 0
General Motors Co COM 37045V100 2,379 68,098 SH   SOLE NONE 68,098 0 0
Gilead Sciences Inc COM 375558103 416 5,880 SH   SOLE NONE 5,880 0 0
GoPro Inc COM 38268T103 710 87,355 SH   SOLE NONE 87,355 0 0
Hain Celestial Group Inc/The COM 405217100 12,422 320,000 SH   SOLE NONE 320,000 0 0
Hyatt Hotels Corp COM 448579102 5,902 105,000 SH   SOLE NONE 105,000 0 0
Intel Corp COM 458140100 397 11,764 SH   SOLE NONE 11,764 0 0
JPMorgan Chase & Co COM 46625H100 382 4,179 SH   SOLE NONE 4,179 0 0
Johnson & Johnson COM 478160104 33,073 250,000 SH   SOLE NONE 250,000 0 0
Macquarie Infrastructure Corp COM 55608B105 6,272 80,000 SH   SOLE NONE 80,000 0 0
Masco Corp COM 574599106 10,508 275,000 SH   SOLE NONE 275,000 0 0
Microsoft Corp COM 594918104 58,591 850,000 SH   SOLE NONE 850,000 0 0
Mondelez International Inc COM 609207105 58,954 1,365,000 SH   SOLE NONE 1,365,000 0 0
Monsanto Co COM 61166W101 13,375 113,000 SH   SOLE NONE 113,000 0 0
Newmont Mining Corp COM 651639106 12,341 381,000 SH   SOLE NONE 381,000 0 0
Nucor Corp COM 670346105 7,234 125,000 SH   SOLE NONE 125,000 0 0
NVIDIA Corp COM 67066G104 12,241 84,679 SH   SOLE NONE 84,679 0 0
Occidental Petroleum Corp COM 674599105 5,688 95,000 SH   SOLE NONE 95,000 0 0
PepsiCo Inc COM 713448108 3,465 30,000 SH   SOLE NONE 30,000 0 0
Prudential Financial Inc COM 744320102 212 1,961 SH   SOLE NONE 1,961 0 0
QUALCOMM Inc COM 747525103 985 17,834 SH   SOLE NONE 17,834 0 0
Regeneron Pharmaceuticals Inc COM 75886F107 944 1,923 SH   SOLE NONE 1,923 0 0
Reynolds American Inc COM 761713106 19,512 300,000 SH   SOLE NONE 300,000 0 0
Skyworks Solutions Inc COM 83088M102 715 7,452 SH   SOLE NONE 7,452 0 0
TJX Cos Inc/The COM 872540109 7,217 100,000 SH   SOLE NONE 100,000 0 0
Tesla Inc COM 88160R101 9,535 26,369 SH   SOLE NONE 26,369 0 0
Time Warner Inc COM 887317303 6,527 65,000 SH   SOLE NONE 65,000 0 0
Under Armour Inc COM 904311107 670 30,805 SH   SOLE NONE 30,805 0 0
Under Armour Inc COM 904311206 624 30,938 SH   SOLE NONE 30,938 0 0
UnitedHealth Group Inc COM 91324P102 31,521 170,000 SH   SOLE NONE 170,000 0 0
Anheuser-Busch InBev SA/NV ADR 03524A108 54,076 490,000 SH   SOLE NONE 490,000 0 0
Toyota Motor Corp ADR 892331307 294 2,800 SH   SOLE NONE 2,800 0 0
Visa Inc COM 92826C839 1,103,647 11,768,474 SH   SOLE NONE 11,768,474 0 0
SUNPOWER CORP Note SPWR 0 7/8 06/01/21 867652AJ8 79,560 1,000,000 PRN   SOLE NONE 20,507 0 0
TESLA INC Note TSLA 1 1/4 03/01/21 88160RAC5 232,370 2,000,000 PRN   SOLE NONE 5,558 0 0
TWITTER INC Note TWTR 0 1/4 09/15/19 90184LAB8 188,544 2,000,000 PRN   SOLE NONE 25,759 0 0
Amazon.com Inc CALL 023135106 1,936 2,000 SH Call SOLE NONE 2,000 0 0
NVIDIA Corp CALL 67066G104 44,814 310,000 SH Call SOLE NONE 310,000 0 0
Transocean Ltd PUT H8817H100 319 38,800 SH Put SOLE NONE 38,800 0 0
Seagate Technology PLC PUT G7945M107 2,906 75,000 SH Put SOLE NONE 75,000 0 0
Mobileye NV PUT N51488117 3,140 50,000 SH Put SOLE NONE 50,000 0 0
Mobileye NV PUT N51488117 11,304 180,000 SH Put SOLE NONE 180,000 0 0
Mobileye NV PUT N51488117 10,858 172,900 SH Put SOLE NONE 172,900 0 0
Mobileye NV PUT N51488117 1,570 25,000 SH Put SOLE NONE 25,000 0 0
Amazon.com Inc PUT 023135106 1,936 2,000 SH Put SOLE NONE 2,000 0 0
Caterpillar Inc PUT 149123101 5,373 50,000 SH Put SOLE NONE 50,000 0 0
Exxon Mobil Corp PUT 30231G102 3,229 40,000 SH Put SOLE NONE 40,000 0 0
NVIDIA Corp PUT 67066G104 7,228 50,000 SH Put SOLE NONE 50,000 0 0
NVIDIA Corp PUT 67066G104 10,842 75,000 SH Put SOLE NONE 75,000 0 0
NVIDIA Corp PUT 67066G104 10,842 75,000 SH Put SOLE NONE 75,000 0 0
NVIDIA Corp PUT 67066G104 4,337 30,000 SH Put SOLE NONE 30,000 0 0
Regeneron Pharmaceuticals Inc PUT 75886F107 1,965 4,000 SH Put SOLE NONE 4,000 0 0
Tesla Inc PUT 88160R101 12,656 35,000 SH Put SOLE NONE 35,000 0 0
Tesla Inc PUT 88160R101 22,601 62,500 SH Put SOLE NONE 62,500 0 0
Tesla Inc PUT 88160R101 9,040 25,000 SH Put SOLE NONE 25,000 0 0
Tiffany & Co PUT 886547108 2,347 25,000 SH Put SOLE NONE 25,000 0 0
Tiffany & Co PUT 886547108 1,643 17,500 SH Put SOLE NONE 17,500 0 0