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
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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
ACTAVIS PLC SHS G0083B108 1,063,992 3,575,000 SH   SOLE   3,575,000 0 0
ALLY FINL INC COM 02005N100 545,480 26,000,000 SH   SOLE   26,000,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 191,765 3,500,000 SH   SOLE   3,500,000 0 0
AMGEN INC COM 031162100 1,598,500 10,000,000 SH   SOLE   10,000,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 243,820 2,000,000 SH   SOLE   2,000,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 91,432 750,000 SH Call SOLE   750,000 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 14,600 20,000,000 SH   SOLE   20,000,000 0 0
COBALT INTL ENERGY INC NOTE 2.625%12/0 19075FAA4 58,089 80,000,000 PRN   SOLE   80,000,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 232,420 2,000,000 SH   SOLE   2,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 236,040 5,250,000 SH   SOLE   5,250,000 0 0
DOLLAR GEN CORP NEW COM 256677105 301,520 4,000,000 SH   SOLE   4,000,000 0 0
DOW CHEM CO COM 260543103 1,055,560 22,000,000 SH   SOLE   22,000,000 0 0
EBAY INC COM 278642103 519,120 9,000,000 SH   SOLE   9,000,000 0 0
EBAY INC COM 278642103 144,200 2,500,000 SH Call SOLE   2,500,000 0 0
ENERGIZER HLDGS INC COM 29266R108 138,050 1,000,000 SH   SOLE   1,000,000 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 17,107 270,000 SH   SOLE   270,000 0 0
ENPHASE ENERGY INC COM 29355A107 82,424 6,248,987 SH   SOLE   6,248,987 0 0
FEDEX CORP COM 31428X106 148,905 900,000 SH   SOLE   900,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 105,644 700,000 SH   SOLE   700,000 0 0
GREEN BRICK PARTNERS INC COM 392709101 43,379 5,242,124 SH   SOLE   5,242,124 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 160,916 2,385,000 SH   SOLE   2,385,000 0 0
INTREXON CORP COM 46122T102 122,499 2,700,000 SH   SOLE   2,700,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 497,480 4,000,000 SH Put SOLE   4,000,000 0 0
JD COM INC SPON ADR CL A 47215P106 2,633 89,626 SH   SOLE   89,626 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 288,898 5,800,000 SH   SOLE   5,800,000 0 0
MASCO CORP COM 574599106 267,000 10,000,000 SH   SOLE   10,000,000 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 121,835 3,500,000 SH   SOLE   3,500,000 0 0
MCKESSON CORP COM 58155Q103 141,511 625,600 SH   SOLE   625,600 0 0
MOELIS & CO CL A 60786M105 5,114 170,523 SH   SOLE   170,523 0 0
MOHAWK INDS INC COM 608190104 338,994 1,825,000 SH   SOLE   1,825,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 159,894 1,593,200 SH   SOLE   1,593,200 0 0
PHILLIPS 66 COM 718546104 314,400 4,000,000 SH   SOLE   4,000,000 0 0
PRECISION CASTPARTS CORP COM 740189105 105,000 500,000 SH   SOLE   500,000 0 0
ROPER INDS INC NEW COM 776696106 275,200 1,600,000 SH   SOLE   1,600,000 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 229,800 4,000,000 SH   SOLE   4,000,000 0 0
SMUCKER J M CO COM NEW 832696405 133,090 1,150,000 SH   SOLE   1,150,000 0 0
SOTHEBYS COM 835898107 281,029 6,650,000 SH   SOLE   6,650,000 0 0
SUNEDISON INC COM 86732Y109 240,000 10,000,000 SH   SOLE   10,000,000 0 0
SUNEDISON INC COM 86732Y109 3,360 140,000 SH Call SOLE   140,000 0 0
THIRD PT REINS LTD COM G8827U100 129,890 9,179,511 SH   SOLE   9,179,511 0 0
WILLIAMS CLAYTON ENERGY INC COM 969490101 40,504 800,000 SH   SOLE   800,000 0 0
YUM BRANDS INC COM 988498101 1,181 15,000 SH Call SOLE   15,000 0 0
YUM BRANDS INC COM 988498101 259,776 3,300,000 SH   SOLE   3,300,000 0 0