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
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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
ALCOA INC COM 013817101 15,444 1,200,000 SH   SOLE   1,200,000 0 0
ALCOA INC COM 013817101 12,870 1,000,000 SH Call SOLE   1,000,000 0 0
ALCOA INC COM 013817101 44 3,400 SH Call SOLE   3,400 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 36,600 1,000,000 SH   SOLE   1,000,000 0 0
AOL INC COM 00184X105 45,521 1,040,000 SH Call SOLE   1,040,000 0 0
AOL INC COM 00184X105 21,885 500,000 SH Call SOLE   500,000 0 0
APPLE INC COM 037833100 107,348 200,000 SH Call SOLE   200,000 0 0
ARCH COAL INC COM 039380100 4,820 1,000,000 SH Call SOLE   1,000,000 0 0
AT&T INC COM 00206R102 35,070 1,000,000 SH Call SOLE   1,000,000 0 0
CHEVRON CORP NEW COM 166764100 222,481 1,871,000 SH Call SOLE   1,871,000 0 0
CISCO SYS INC COM 17275R102 22,415 1,000,000 SH Call SOLE   1,000,000 0 0
CITIGROUP INC COM NEW 172967424 6,112 128,400 SH Call SOLE   128,400 0 0
CITIGROUP INC COM NEW 172967424 50,932 1,070,000 SH Call SOLE   1,070,000 0 0
CITIGROUP INC COM NEW 172967424 47,600 1,000,000 SH Call SOLE   1,000,000 0 0
CITIGROUP INC COM NEW 172967424 143,776 3,020,500 SH Call SOLE   3,020,500 0 0
CITIGROUP INC COM NEW 172967424 47,600 1,000,000 SH Call SOLE   1,000,000 0 0
CITRIX SYS INC COM 177376100 57,440 1,000,000 SH Call SOLE   1,000,000 0 0
CREE INC COM 225447101 28,280 500,000 SH Call SOLE   500,000 0 0
CREE INC COM 225447101 28,280 500,000 SH Call SOLE   500,000 0 0
CREE INC COM 225447101 28,280 500,000 SH Call SOLE   500,000 0 0
CREE INC COM 225447101 28,280 500,000 SH Call SOLE   500,000 0 0
CREE INC COM 225447101 28,280 500,000 SH Call SOLE   500,000 0 0
CREE INC COM 225447101 28,280 500,000 SH Call SOLE   500,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 34,650 1,000,000 SH Call SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 39,213 1,131,678 SH   SOLE   1,131,678 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 44,830 1,000,000 SH Call SOLE   1,000,000 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 22,415 500,000 SH Call SOLE   500,000 0 0
EOG RES INC COM 26875P101 98,085 500,000 SH Put SOLE   500,000 0 0
EXXON MOBIL CORP COM 30231G102 48,840 500,000 SH Call SOLE   500,000 0 0
EXXON MOBIL CORP COM 30231G102 97,680 1,000,000 SH Call SOLE   1,000,000 0 0
FIRST SOLAR INC COM 336433107 34,895 500,000 SH Call SOLE   500,000 0 0
FIRST SOLAR INC COM 336433107 7,677 110,000 SH Call SOLE   110,000 0 0
FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 12,205 500,000 SH   SOLE   500,000 0 0
FUSION-IO INC COM 36112J107 7,364 700,000 SH   SOLE   700,000 0 0
GENERAL MTRS CO COM 37045V100 68,840 2,000,000 SH Call SOLE   2,000,000 0 0
HALLIBURTON CO COM 406216101 30,034 510,000 SH Call SOLE   510,000 0 0
HERCULES OFFSHORE INC COM 427093109 5,065 1,103,387 SH   SOLE   1,103,387 0 0
HEWLETT PACKARD CO COM 428236103 32,402 1,001,300 SH Call SOLE   1,001,300 0 0
HEWLETT PACKARD CO COM 428236103 9,708 300,000 SH   SOLE   300,000 0 0
INTEL CORP COM 458140100 87,641 3,395,100 SH Call SOLE   3,395,100 0 0
INTEL CORP COM 458140100 87,383 3,385,100 SH Call SOLE   3,385,100 0 0
INTEL CORP COM 458140100 25,814 1,000,000 SH Call SOLE   1,000,000 0 0
INTEL CORP COM 458140100 29,213 1,131,667 SH   SOLE   1,131,667 0 0
LINEAR TECHNOLOGY CORP COM 535678106 24,345 500,000 SH Call SOLE   500,000 0 0
LINEAR TECHNOLOGY CORP COM 535678106 24,661 506,500 SH Call SOLE   506,500 0 0
MARATHON PETE CORP COM 56585A102 98,199 1,128,200 SH Call SOLE   1,128,200 0 0
MARTIN MARIETTA MATLS INC COM 573284106 12,835 100,000 SH Call SOLE   100,000 0 0
MEDTRONIC INC COM 585055106 27,619 448,800 SH Call SOLE   448,800 0 0
METLIFE INC COM 59156R108 66,000 1,250,000 SH Call SOLE   1,250,000 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADR 606822104 14,405 2,600,136 SH   SOLE   2,600,136 0 0
NEOPHOTONICS CORP COM 64051T100 13,189 1,663,200 SH   SOLE   1,663,200 0 0
NORANDA ALUM HLDG CORP COM 65542W107 4,932 1,200,000 SH   SOLE   1,200,000 0 0
NUCOR CORP COM 670346105 21,035 416,200 SH Call SOLE   416,200 0 0
NVIDIA CORP COM 67066G104 17,910 1,000,000 SH Call SOLE   1,000,000 0 0
NVIDIA CORP COM 67066G104 17,910 1,000,000 SH Call SOLE   1,000,000 0 0
NVIDIA CORP COM 67066G104 18,277 1,020,500 SH Call SOLE   1,020,500 0 0
PACCAR INC COM 693718108 6,744 100,000 SH Call SOLE   100,000 0 0
PBF ENERGY INC CL A 69318G106 20,459 792,969 SH   SOLE   792,969 0 0
PEABODY ENERGY CORP COM 704549104 8,170 500,000 SH Call SOLE   500,000 0 0
PEABODY ENERGY CORP COM 704549104 16,340 1,000,000 SH Call SOLE   1,000,000 0 0
PEABODY ENERGY CORP COM 704549104 16,340 1,000,000 SH Call SOLE   1,000,000 0 0
PEABODY ENERGY CORP COM 704549104 16,340 1,000,000 SH Call SOLE   1,000,000 0 0
PEABODY ENERGY CORP COM 704549104 16,340 1,000,000 SH Call SOLE   1,000,000 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 13,150 1,000,000 SH Call SOLE   1,000,000 0 0
PHILLIPS 66 COM 718546104 77,060 1,000,000 SH Call SOLE   1,000,000 0 0
QUANTA SVCS INC COM 74762E102 13,162 356,700 SH Call SOLE   356,700 0 0
SCHLUMBERGER LTD COM 806857108 48,750 500,000 SH Call SOLE   500,000 0 0
SUNPOWER CORP COM 867652406 16,130 500,000 SH Call SOLE   500,000 0 0
TESLA MTRS INC COM 88160R101 10,423 50,000 SH Call SOLE   50,000 0 0
TESORO CORP COM 881609101 103,775 2,051,300 SH Call SOLE   2,051,300 0 0
TESORO CORP COM 881609101 9,106 180,000 SH Call SOLE   180,000 0 0
UNITED CONTL HLDGS INC COM 910047109 45,701 1,024,000 SH Call SOLE   1,024,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 53,100 1,000,000 SH Call SOLE   1,000,000 0 0
VULCAN MATLS CO COM 929160109 39,872 600,030 SH   SOLE   600,030 0 0
WAL-MART STORES INC COM 931142103 119,460 1,563,000 SH Call SOLE   1,563,000 0 0
WAL-MART STORES INC COM 931142103 84,073 1,100,000 SH Call SOLE   1,100,000 0 0
ZYNGA INC CL A 98986T108 4,300 1,000,000 SH Call SOLE   1,000,000 0 0
ZYNGA INC CL A 98986T108 4,300 1,000,000 SH   SOLE   1,000,000 0 0