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
AbbVie Inc. COM 00287Y109 179,855 4,020,900 SH   SOLE   4,020,900 0 0
Adobe Systems Inc COM 00724F101 12,917 248,700 SH   SOLE   248,700 0 0
Allergan Inc. COM 018490102 217,295 2,402,380 SH   SOLE   2,402,380 0 0
Amazon.com Inc. COM 023135106 15,663 50,100 SH   SOLE   50,100 0 0
Amazon.com Inc. CALL 023135906 5,471 17,500 SH Call SOLE   17,500 0 0
American Int'l Grp Inc. COM 026874784 152,358 3,133,000 SH   SOLE   3,133,000 0 0
American Tower Corp COM 03027X100 7,413 100,000 SH   SOLE   100,000 0 0
Amgen Inc. COM 031162100 93,491 835,300 SH   SOLE   835,300 0 0
Anadarko Pete Corp CALL 032511907 28,594 307,500 SH Call SOLE   307,500 0 0
ARIAD Pharm's Inc. COM 04033A100 3,680 200,000 SH   SOLE   200,000 0 0
Arrowhead Research Corp COM 042797209 3,201 562,500 SH   SOLE   562,500 0 0
ArthroCare Corp COM 043136100 17,790 500,000 SH   SOLE   500,000 0 0
AutoZone, Inc. COM 053332102 4,058 9,600 SH   SOLE   9,600 0 0
Auxilium Pharm's Inc. COM 05334D107 5,005 275,000 SH   SOLE   275,000 0 0
Avis Budget Group COM 053774105 69,243 2,401,783 SH   SOLE   2,401,783 0 0
Beam Inc. COM 073730103 33,908 524,483 SH   SOLE   524,483 0 0
H&R Block Inc. COM 093671105 17,577 659,300 SH   SOLE   659,300 0 0
Bluebird Bio Inc. COM 09609G100 5,392 200,000 SH   SOLE   200,000 0 0
Boeing Co COM 097023105 180,598 1,537,000 SH   SOLE   1,537,000 0 0
CBS Corp CL B 124857202 469,490 8,511,416 SH   SOLE   8,511,416 0 0
CF Ind's Hldgs Inc. COM 125269100 17,957 85,174 SH   SOLE   85,174 0 0
Cabot Oil & Gas Corp COM 127097103 70,684 1,894,000 SH   SOLE   1,894,000 0 0
Caesars Entmt Corp. COM 127686103 2,112 107,300 SH   SOLE   107,300 0 0
Canadian Pac Railway Ltd. COM 13645T100 7,068 57,300 SH   SOLE   57,300 0 0
Cemex SAB SPON ADR NEW 151290889 52,981 4,738,900 SH   SOLE   4,738,900 0 0
Cheniere Energy, Inc. COM 16411R208 452,198 13,245,387 SH   SOLE   13,245,387 0 0
Chicago Bridge & Iron Co NV COM 167250109 1,694 25,000 SH   SOLE   25,000 0 0
Cimarex Energy Co. COM 171798101 8,165 84,700 SH   SOLE   84,700 0 0
Citigroup Inc. COM 172967424 126,010 2,597,610 SH   SOLE   2,597,610 0 0
Clovis Oncology Inc. COM 189464100 3,952 65,000 SH   SOLE   65,000 0 0
Comcast Corp CL A 20030N101 197,744 4,383,110 SH   SOLE   4,383,110 0 0
Continental Res's Inc. COM 212015101 9,997 93,200 SH   SOLE   93,200 0 0
Coronado Biosciences Inc. COM 21976U109 617 88,025 SH   SOLE   88,025 0 0
Crown Castle Int'l Corp. COM 228227104 7,303 100,000 SH   SOLE   100,000 0 0
Cubist Pharm's Inc. COM 229678107 49,251 775,000 SH   SOLE   775,000 0 0
D.R. Horton Inc. COM 23331A109 29,629 1,524,900 SH   SOLE   1,524,900 0 0
Darden Restaurants Inc. COM 237194105 3,472 75,000 SH   SOLE   75,000 0 0
Diamondback Energy Inc. COM 25278X109 26,808 628,700 SH   SOLE   628,700 0 0
Disney, Walt & Co. COM 254687106 9,802 152,000 SH   SOLE   152,000 0 0
DISH Network Corp. CL A 25470M109 10,280 228,400 SH   SOLE   228,400 0 0
Dollar General Corp COM 256677105 15,391 272,600 SH   SOLE   272,600 0 0
EOG Resources Inc. COM 26875P101 94,814 560,100 SH   SOLE   560,100 0 0
EQT Corp COM 26884L109 193,873 2,185,228 SH   SOLE   2,185,228 0 0
Echostar Corp CL A 278768106 3,036 69,100 SH   SOLE   69,100 0 0
Emerald Oil Inc. COM 29101U209 10,332 1,437,000 SH   SOLE   1,437,000 0 0
Endo Health Sol'ns Inc. COM 29264F205 38,624 850,000 SH   SOLE   850,000 0 0
Energen Corp COM 29265N108 40,063 524,450 SH   SOLE   524,450 0 0
Express Scripts Hldg Co. COM 30219G108 21,630 350,000 SH   SOLE   350,000 0 0
Fedex Corp COM 31428X106 188,453 1,651,500 SH   SOLE   1,651,500 0 0
Foot Locker Inc. COM 344849104 3,394 100,000 SH   SOLE   100,000 0 0
Freeport McMor Cop&Gld, Inc. COM 35671D857 24,248 733,000 SH   SOLE   733,000 0 0
General Motors Co. COM 37045V100 32,085 892,000 SH   SOLE   892,000 0 0
GenMark Diagnostics Inc. COM 372309104 3,630 298,976 SH   SOLE   298,976 0 0
Google Inc. CL A 38259P508 19,971 22,800 SH   SOLE   22,800 0 0
Gulfport Energy Corp COM 402635304 23,658 367,700 SH   SOLE   367,700 0 0
HCA Hldgs, Inc. COM 40412C101 12,825 300,000 SH   SOLE   300,000 0 0
Hertz Global Hldgs COM 42805T105 110,692 4,995,133 SH   SOLE   4,995,133 0 0
HollyFrontier Corp COM 436106108 5,937 140,983 SH   SOLE   140,983 0 0
Home Depot Inc PUT 437076952 8,344 110,000 SH Put SOLE   110,000 0 0
Illumina Inc. COM 452327109 25,057 310,000 SH   SOLE   310,000 0 0
Intercept Pharm's Inc. COM 45845P108 20,709 300,000 SH   SOLE   300,000 0 0
Isis Pharmaceuticals Inc. COM 464330109 27,217 725,000 SH   SOLE   725,000 0 0
JP Morgan Chase & Co. COM 46625H100 75,514 1,460,900 SH   SOLE   1,460,900 0 0
Johnson Controls, Inc. COM 478366107 8,707 209,800 SH   SOLE   209,800 0 0
KAR Auction Services Inc. COM 48238T109 4,023 142,600 SH   SOLE   142,600 0 0
Las Vegas Sands Corp CALL 517834907 4,982 75,000 SH Call SOLE   75,000 0 0
Lennar Corp CL A 526057104 31,343 885,400 SH   SOLE   885,400 0 0
Liberty Interactive Corp INT COM SER A 53071M104 21,771 927,600 SH   SOLE   927,600 0 0
Liberty Media Corp CL A 531229102 16,687 113,400 SH   SOLE   113,400 0 0
Lowes Cos Inc PUT 548661957 10,474 220,000 SH Put SOLE   220,000 0 0
Marathon Petroleum Corp COM 56585A102 50,613 786,898 SH   SOLE   786,898 0 0
MAXIMUS Inc. COM 577933104 11,305 251,000 SH   SOLE   251,000 0 0
Medicines Co COM 584688105 78,772 2,350,000 SH   SOLE   2,350,000 0 0
Medivation Inc. COM 58501N101 14,985 250,000 SH   SOLE   250,000 0 0
Monsanto Co COM 61166W101 69,323 664,200 SH   SOLE   664,200 0 0
NRG Yield Inc. COM CL A 62942X108 909 30,000 SH   SOLE   30,000 0 0
Nektar Therapeutics COM 640268108 6,006 575,000 SH   SOLE   575,000 0 0
Neurocrine Biosciences Inc. COM 64125C109 5,660 500,000 SH   SOLE   500,000 0 0
NewLink Genetics Corp COM 651511107 18,780 1,000,000 SH   SOLE   1,000,000 0 0
News Corp CL A 65249B109 3,042 189,424 SH   SOLE   189,424 0 0
Nordstrom Inc. COM 655664100 5,558 98,899 SH   SOLE   98,899 0 0
Nu Skin Enterprises Inc. CL A 67018T105 4,787 50,000 SH   SOLE   50,000 0 0
Nu Skin Enterprises Inc. CALL 67018T905 4,787 50,000 SH Call SOLE   50,000 0 0
Oncothyreon Inc. COM 682324108 1,030 500,000 SH   SOLE   500,000 0 0
Onyx Pharm's Inc CALL 683399909 12,470 100,000 SH Call SOLE   100,000 0 0
PDC Energy Inc. COM 69327R101 34,642 581,834 SH   SOLE   581,834 0 0
PPG Industries Inc. COM 693506107 52,464 314,043 SH   SOLE   314,043 0 0
Pioneer Natural Res's Co COM 723787107 56,220 297,775 SH   SOLE   297,775 0 0
Priceline.com Inc COM 741503403 11,626 11,500 SH   SOLE   11,500 0 0
Realogy Holdings Corp. COM 75605Y106 4,878 113,400 SH   SOLE   113,400 0 0
Rent-A-Center Inc. COM 76009N100 2,968 77,880 SH   SOLE   77,880 0 0
Rockwood Hldgs Inc. COM 774415103 37,170 555,600 SH   SOLE   555,600 0 0
SBA Comm's Corp COM 78388J106 24,202 300,800 SH   SOLE   300,800 0 0
SPDR S&P 500 ETF TR PUT 78462F953 191,951 1,142,500 SH Put SOLE   1,142,500 0 0
SPDR Series Trust PUT 78464A954 41,009 500,000 SH Put SOLE   500,000 0 0
Salix Pharm's Ltd. COM 795435106 35,446 530,000 SH   SOLE   530,000 0 0
Sangamo Biosciences, Inc. COM 800677106 2,906 277,300 SH   SOLE   277,300 0 0
Sarepta Therapeutics Inc. COM 803607100 22,907 485,000 SH   SOLE   485,000 0 0
Charles Schwab Corp COM 808513105 7,942 375,700 SH   SOLE   375,700 0 0
Select Comfort Corp COM 81616X103 2,825 116,000 SH   SOLE   116,000 0 0
Semgroup Corp. CL A 81663A105 5,579 97,838 SH   SOLE   97,838 0 0
Shutterstock Inc. COM 825690100 1,818 25,000 SH   SOLE   25,000 0 0
Silver Spring Networks Inc. COM 82817Q103 37,288 2,151,673 SH   SOLE   2,151,673 0 0
Spectrum Pharm's Inc. COM 84763A108 8,380 1,000,000 SH   SOLE   1,000,000 0 0
Standard Pacific Corp COM 85375C101 788 99,663 SH   SOLE   99,663 0 0
Synageva BioPharma Corp. COM 87159A103 10,777 170,000 SH   SOLE   170,000 0 0
TRW Auto Hldgs Corp. COM 87264S106 1,925 27,000 SH   SOLE   27,000 0 0
Tempur-Pedic Int'l Inc. COM 88023U101 5,495 125,000 SH   SOLE   125,000 0 0
Theravance Inc. COM 88338T104 10,218 250,004 SH   SOLE   250,004 0 0
Toll Brothers, Inc. COM 889478103 1,965 60,600 SH   SOLE   60,600 0 0
Twenty-First Cent'y Fox Inc. CL A 90130A101 255,063 7,611,540 SH   SOLE   7,611,540 0 0
United Cont'l Hldgs Inc. COM 910047109 31,582 1,028,400 SH   SOLE   1,028,400 0 0
Viacom Inc. CL B 92553P201 18,354 219,600 SH   SOLE   219,600 0 0
Viropharma Inc. COM 928241108 87,047 2,217,200 SH   SOLE   2,217,200 0 0
Visa Inc. COM CL A 92826C839 25,875 135,400 SH   SOLE   135,400 0 0
Walgreen Co COM 931422109 261,578 4,862,044 SH   SOLE   4,862,044 0 0
WebMD Health Corp. COM 94770V102 24,727 866,100 SH   SOLE   866,100 0 0
Westlake Chemical Corp COM 960413102 46,491 444,212 SH   SOLE   444,212 0 0
Wyndham Worldwide Corp COM 98310W108 7,554 123,900 SH   SOLE   123,900 0 0
Xoom Corp COM 98419Q101 17,254 543,200 SH   SOLE   543,200 0 0
YY Inc ADS REPCOM CLA 98426T106 6,961 148,800 SH   SOLE   148,800 0 0
Zoetis Inc. CL A 98978V103 14,316 460,020 SH   SOLE   460,020 0 0
Alkermes Plc SHS G01767105 16,810 500,000 SH   SOLE   500,000 0 0
Assured Guaranty Ltd. COM G0585R106 25,333 1,351,100 SH   SOLE   1,351,100 0 0
Delphi Automotive Plc SHS G27823106 5,053 86,500 SH   SOLE   86,500 0 0
Herbalife Ltd. COM USD SHS G4412G101 64,412 923,200 SH   SOLE   923,200 0 0
Kosmos Energy Ltd. SHS G5315B107 8,263 803,800 SH   SOLE   803,800 0 0
Liberty Global Plc SHS CL A G5480U104 38,978 491,214 SH   SOLE   491,214 0 0
Warner Chilcott PLC SHS A G94368100 68,790 3,000,000 SH   SOLE   3,000,000 0 0
LyondellBassell Ind's NV SHS - A - N53745100 201,538 2,752,128 SH   SOLE   2,752,128 0 0