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
Acorda Therapeutics Inc. COM 00484M106 10,113 300,000 SH   SOLE   300,000 0 0
Activision Blizzard Inc. COM 00507V109 4,275 191,700 SH   SOLE   191,700 0 0
Adobe Systems Inc COM 00724F101 90,359 1,248,743 SH   SOLE   1,248,743 0 0
Advance Auto Parts Inc. COM 00751Y106 5,694 42,200 SH   SOLE   42,200 0 0
Aegerion Pharms Inc COM 00767E102 8,023 250,000 SH   SOLE   250,000 0 0
Alder Biopharm's Inc COM 014339105 5,519 275,000 SH   SOLE   275,000 0 0
Allergan Inc. COM 018490102 39,090 231,000 SH   SOLE   231,000 0 0
Allison Transmission Hldg Inc COM 01973R101 149,677 4,812,774 SH   SOLE   4,812,774 0 0
Amazon.com Inc. COM 023135106 5,716 17,600 SH   SOLE   17,600 0 0
American Air Group Inc. COM 02376R102 39,805 926,554 SH   SOLE   926,554 0 0
Amgen Inc. COM 031162100 71,022 600,000 SH   SOLE   600,000 0 0
Anadarko Petroleum Corp COM 032511107 8,232 75,200 SH   SOLE   75,200 0 0
Applied Materials Inc. COM 038222105 3,383 150,000 SH   SOLE   150,000 0 0
ARIAD Pharms Inc. COM 04033A100 12,422 1,950,000 SH   SOLE   1,950,000 0 0
Ashland Inc. COM 044209104 106,837 982,500 SH   SOLE   982,500 0 0
Avis Budget Group COM 053774105 1,271 21,300 SH   SOLE   21,300 0 0
B/E Aerospace Inc. COM 073302101 38,938 421,000 SH   SOLE   421,000 0 0
Best Buy Co Inc. COM 086516101 2,326 75,000 SH   SOLE   75,000 0 0
Bluebird Bio Inc. COM 09609G100 10,607 275,000 SH   SOLE   275,000 0 0
Brookdale Snr Living Inc. COM 112463104 10,002 300,000 SH   SOLE   300,000 0 0
CBS Corp CL B 124857202 503,774 8,107,084 SH   SOLE   8,107,084 0 0
CBS Corp CALL 124857903 15,535 250,000 SH Call SOLE   250,000 0 0
CF Ind's Hldgs Inc. COM 125269100 30,980 128,800 SH   SOLE   128,800 0 0
Caesars Entmt Corp. COM 127686103 14,271 789,300 SH   SOLE   789,300 0 0
Canadian Pac Railway Ltd COM 13645T100 72,155 398,100 SH   SOLE   398,100 0 0
Cempra, Inc. COM 15130J109 8,048 750,000 SH   SOLE   750,000 0 0
Charter Comms Inc CL A 16117M305 74,154 468,200 SH   SOLE   468,200 0 0
Cheniere Engy, Inc. COM 16411R208 445,663 6,215,660 SH   SOLE   6,215,660 0 0
Cheniere Engy Ptnrs LP Hldg LLC COM REP LLC IN 16411W108 30,471 1,226,679 SH   SOLE   1,226,679 0 0
Cimarex Energy Co. COM 171798101 18,205 126,900 SH   SOLE   126,900 0 0
Clovis Oncology Inc. COM 189464100 2,071 50,000 SH   SOLE   50,000 0 0
Comcast Corp CL A 20030N101 184,300 3,433,310 SH   SOLE   3,433,310 0 0
Community Health Sys Inc COM 203668108 20,417 450,000 SH   SOLE   450,000 0 0
Cubist Pharm's Inc. COM 229678107 50,270 720,000 SH   SOLE   720,000 0 0
DSW Inc CL A 23334L102 2,794 100,000 SH   SOLE   100,000 0 0
Delta Airlines Inc. COM 247361702 114,689 2,962,000 SH   SOLE   2,962,000 0 0
Delta Airlines Inc. CALL 247361902 3,872 100,000 SH Call SOLE   100,000 0 0
Devon Energy Corp COM 25179M103 38,041 479,100 SH   SOLE   479,100 0 0
DISH Network Corp. CL A 25470M109 23,637 363,200 SH   SOLE   363,200 0 0
Dollar General Corp COM 256677105 8,615 150,200 SH   SOLE   150,200 0 0
Dyax Corp. COM 26746E103 4,800 500,000 SH   SOLE   500,000 0 0
EOG Resources Inc. COM 26875P101 16,279 139,300 SH   SOLE   139,300 0 0
E*TRADE Financial Corp COM 269246401 55,192 2,596,027 SH   SOLE   2,596,027 0 0
Gap Inc. COM 364760108 2,079 50,000 SH   SOLE   50,000 0 0
General Dynamics Corp COM 369550108 101,725 872,800 SH   SOLE   872,800 0 0
Goodyear Tire & Rubr Co COM 382550101 900 32,400 SH   SOLE   32,400 0 0
Google Inc CL A 38259P508 3,391 5,800 SH   SOLE   5,800 0 0
HCA Holdings, Inc. COM 40412C101 240,883 4,272,482 SH   SOLE   4,272,482 0 0
Hertz Global Hldgs Inc COM 42805T105 4,849 173,000 SH   SOLE   173,000 0 0
Hilton Worldwide Hldgs Inc. COM 43300A104 3,775 162,000 SH   SOLE   162,000 0 0
Hospira, Inc. COM 441060100 41,096 800,000 SH   SOLE   800,000 0 0
Hubbell Inc CL B 443510201 2,512 20,400 SH   SOLE   20,400 0 0
IAC/InterActiveCorp CALL 44919P908 15,923 230,000 SH Call SOLE   230,000 0 0
Illumina Inc. COM 452327109 239,315 1,340,400 SH   SOLE   1,340,400 0 0
Impax Laboratories Inc. COM 45256B101 14,995 500,000 SH   SOLE   500,000 0 0
Intuitive Surgical Inc. COM 46120E602 51,928 126,100 SH   SOLE   126,100 0 0
Jarden Corp COM 471109108 8,694 146,486 SH   SOLE   146,486 0 0
Karyopharm Therapeutics Inc. COM 48576U106 6,983 150,000 SH   SOLE   150,000 0 0
L-3 Comms Hldgs Inc. COM 502424104 152,556 1,263,400 SH   SOLE   1,263,400 0 0
Las Vegas Sands Corp PUT 517834957 7,165 94,000 SH Put SOLE   94,000 0 0
Lear Corp COM 521865204 804 9,000 SH   SOLE   9,000 0 0
Legg Mason Inc. COM 524901105 1,175 22,900 SH   SOLE   22,900 0 0
Liberty Interactive Corp LBT VENT COM A 53071M880 1,904 25,800 SH   SOLE   25,800 0 0
MacroGenics Inc. COM 556099109 6,519 300,000 SH   SOLE   300,000 0 0
Marathon Pet'm Corp COM 56585A102 276,024 3,535,600 SH   SOLE   3,535,600 0 0
Martin Marietta Mat'ls Inc. COM 573284106 647 4,900 SH   SOLE   4,900 0 0
McDonald's Corp COM 580135101 4,433 44,000 SH   SOLE   44,000 0 0
Medicines Co COM 584688105 100,789 3,468,314 SH   SOLE   3,468,314 0 0
Microsoft Corp COM 594918104 60,515 1,451,200 SH   SOLE   1,451,200 0 0
Micron Technology, Inc. COM 595112103 59,696 1,811,700 SH   SOLE   1,811,700 0 0
Mohawk Industries Inc. COM 608190104 33,119 239,400 SH   SOLE   239,400 0 0
Monsanto Co COM 61166W101 39,306 315,100 SH   SOLE   315,100 0 0
Monster Beverage Corp COM 611740101 4,361 61,400 SH   SOLE   61,400 0 0
NPS Pharm's Inc. COM 62936P103 28,093 850,000 SH   SOLE   850,000 0 0
Navistar Int'l Corp COM 63934E108 3,073 82,000 SH   SOLE   82,000 0 0
NewLink Genetics Corp COM 651511107 21,240 800,000 SH   SOLE   800,000 0 0
NextEra Energy Inc. COM 65339F101 36,831 359,400 SH   SOLE   359,400 0 0
OGE Energy Corp. COM 670837103 10,767 275,500 SH   SOLE   275,500 0 0
O'Reilly Automotive Inc. COM 67103H107 4,518 30,000 SH   SOLE   30,000 0 0
Oceaneering Int'l Inc. COM 675232102 29,932 383,100 SH   SOLE   383,100 0 0
Office Depot, Inc. COM 676220106 2,276 400,000 SH   SOLE   400,000 0 0
PPG Industries Inc. COM 693506107 30,325 144,300 SH   SOLE   144,300 0 0
Pepsico Inc. COM 713448108 4,994 55,900 SH   SOLE   55,900 0 0
Pioneer Natural Res Co COM 723787107 148,681 646,975 SH   SOLE   646,975 0 0
Plains Holdings L.P. SHS A REP LTPN 72651A108 6,148 192,200 SH   SOLE   192,200 0 0
Puma Biotechnology Inc. COM 74587V107 1,320 20,000 SH   SOLE   20,000 0 0
Qihoo 360 Tech Co. Ltd ADS 74734M109 1,592 17,300 SH   SOLE   17,300 0 0
Range Res Corp COM 75281A109 19,703 226,600 SH   SOLE   226,600 0 0
Relypsa Inc. COM 759531106 4,864 200,000 SH   SOLE   200,000 0 0
Rite Aid Corp COM 767754104 8,604 1,200,000 SH   SOLE   1,200,000 0 0
SPDR S&P 500 ETF Trust PUT 78462F953 996,215 5,090,000 SH Put SOLE   5,090,000 0 0
Salix Pharm's Ltd. COM 795435106 12,335 100,000 SH   SOLE   100,000 0 0
SanDisk Corp COM 80004C101 39,088 374,300 SH   SOLE   374,300 0 0
Sarepta Therapeutics Inc. COM 803607100 23,832 800,000 SH   SOLE   800,000 0 0
Semgroup Corp. CL A 81663A105 20,465 259,538 SH   SOLE   259,538 0 0
Shire Plc SPON ADR 82481R106 10,195 43,293 SH   SOLE   43,293 0 0
SolarCity Corp COM 83416T100 31,735 449,500 SH   SOLE   449,500 0 0
Southwest Airlines Co. COM 844741108 3,038 113,100 SH   SOLE   113,100 0 0
Southwestern Energy Co COM 845467109 195 4,289 SH   SOLE   4,289 0 0
SunEdison Inc. COM 86732Y109 96,344 4,262,991 SH   SOLE   4,262,991 0 0
SunPower Corp COM 867652406 643 15,700 SH   SOLE   15,700 0 0
Tesoro Corp COM 881609101 22,218 378,700 SH   SOLE   378,700 0 0
Teva Pharm'l Ind's Ltd. ADR 881624209 653,945 12,475,105 SH   SOLE   12,475,105 0 0
Tetraphase Pharm's Inc. COM 88165N105 9,443 700,000 SH   SOLE   700,000 0 0
Twenty-First Century Fox Inc. CL A 90130A101 24,000 682,776 SH   SOLE   682,776 0 0
Tyson Foods Inc. CL A 902494103 47,826 1,274,000 SH   SOLE   1,274,000 0 0
United Cont'l Hldgs Inc. COM 910047109 11,584 282,054 SH   SOLE   282,054 0 0
Valero Energy Corp COM 91913Y100 291,881 5,825,974 SH   SOLE   5,825,974 0 0
Vince Holding Corp. COM 92719W108 2,131 58,200 SH   SOLE   58,200 0 0
Visa Inc. COM CL A 92826C839 21,724 103,100 SH   SOLE   103,100 0 0
Visteon Corp COM 92839U206 12,281 126,600 SH   SOLE   126,600 0 0
Walgreen Co COM 931422109 657,737 8,872,744 SH   SOLE   8,872,744 0 0
Walgreen Co CALL 931422909 174,947 2,360,000 SH Call SOLE   2,360,000 0 0
Western Refining Inc. COM 959319104 39,983 1,064,800 SH   SOLE   1,064,800 0 0
Williams Companies Inc. COM 969457100 180,608 3,102,700 SH   SOLE   3,102,700 0 0
Wright Medical Group Inc. COM 98235T107 29,045 925,000 SH   SOLE   925,000 0 0
Wynn Resorts Ltd PUT 983134957 8,614 41,500 SH Put SOLE   41,500 0 0
YPF S,A. SPON ADR CL D 984245100 71,270 2,180,849 SH   SOLE   2,180,849 0 0
Zeltiq Aesthetics Inc. COM 98933Q108 25,291 1,665,000 SH   SOLE   1,665,000 0 0
Actavis Plc SHS G0083B108 625 2,800 SH   SOLE   2,800 0 0
Covidien PLC SHS G2554F113 18,036 200,000 SH   SOLE   200,000 0 0
Endo Int'l Plc SHS G30401106 18,548 264,900 SH   SOLE   264,900 0 0
Jazz Pharm's Plc SHS USD G50871105 58,804 400,000 SH   SOLE   400,000 0 0
Liberty Global Plc SHS CL A G5480U104 31,202 705,600 SH   SOLE   705,600 0 0
Michael Kors Hldgs Ltd SHS G60754101 1,977 22,300 SH   SOLE   22,300 0 0
Signet Jewelers Ltd. SHS G81276100 10,528 95,200 SH   SOLE   95,200 0 0
LyondellBassell Ind's NV SHS - A - N53745100 85,590 876,500 SH   SOLE   876,500 0 0