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
AMERICAN AIRLS GROUP INC COM 02376R102 25,399 1,005,898 SH   SOLE   1,005,898 0 0
APPLE INC COM 37833100 392,714 700,000 SH Call SOLE   700,000 0 0
BANK OF AMERICA CORPORATION COM 60505104 15,570 1,000,000 SH Call SOLE   1,000,000 0 0
BANK OF AMERICA CORPORATION COM 60505104 23,452 1,506,248 SH   SOLE   1,506,248 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 53,150 1,000,000 SH Call SOLE   1,000,000 0 0
BROADCOM CORP CL A 111320107 14,823 500,000 SH Call SOLE   500,000 0 0
BROADCOM CORP CL A 111320107 17,787 600,000 SH   SOLE   600,000 0 0
CHEVRON CORP NEW COM 166764100 124,910 1,000,000 SH Call SOLE   1,000,000 0 0
CHEVRON CORP NEW COM 166764100 185,179 1,482,500 SH Call SOLE   1,482,500 0 0
CITIGROUP INC COM NEW 172967424 52,110 1,000,000 SH Call SOLE   1,000,000 0 0
CITIGROUP INC COM NEW 172967424 104,220 2,000,000 SH Call SOLE   2,000,000 0 0
CITRIX SYS INC COM 177376100 15,813 250,000 SH Call SOLE   250,000 0 0
CREE INC COM 225447101 31,260 500,000 SH Call SOLE   500,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 27,470 1,000,000 SH Call SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 28,708 1,045,080 SH   SOLE   1,045,080 0 0
DEVON ENERGY CORP NEW COM 25179M103 30,935 500,000 SH Call SOLE   500,000 0 0
EXXON MOBIL CORP COM 30231G102 202,400 2,000,000 SH Call SOLE   2,000,000 0 0
FIRST SOLAR INC COM 336433107 27,320 500,000 SH Call SOLE   500,000 0 0
FIRST SOLAR INC COM 336433107 13,114 240,000 SH   SOLE   240,000 0 0
GENERAL MTRS CO COM 37045V100 40,870 1,000,000 SH Call SOLE   1,000,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 35,775 1,500,000 SH Call SOLE   1,500,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 37,292 1,029,300 SH Call SOLE   1,029,300 0 0
HERCULES OFFSHORE INC COM 427093109 10,173 1,560,000 SH   SOLE   1,560,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 4,450 200,000 SH   SOLE   200,000 0 0
INFOBLOX INC COM 45672H104 1,651 50,000 SH Call SOLE   50,000 0 0
INTEL CORP COM 458140100 25,955 1,000,000 SH Call SOLE   1,000,000 0 0
INTEL CORP COM 458140100 76,850 2,960,900 SH Call SOLE   2,960,900 0 0
INTEL CORP COM 458140100 77,865 3,000,000 SH Call SOLE   3,000,000 0 0
INTEL CORP COM 458140100 26,101 1,005,631 SH   SOLE   1,005,631 0 0
LOUISIANA PAC CORP COM 546347105 6,479 350,000 SH Call SOLE   350,000 0 0
LOUISIANA PAC CORP COM 546347105 9,338 504,477 SH   SOLE   504,477 0 0
METLIFE INC COM 59156R108 26,960 500,000 SH Call SOLE   500,000 0 0
METLIFE INC COM 59156R108 53,920 1,000,000 SH Call SOLE   1,000,000 0 0
MGIC INVT CORP WIS COM 552848103 8,598 1,018,700 SH Call SOLE   1,018,700 0 0
MGIC INVT CORP WIS COM 552848103 5,908 700,000 SH   SOLE   700,000 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADR 606822104 13,420 2,009,001 SH   SOLE   2,009,001 0 0
NEOPHOTONICS CORP COM 64051T100 13,061 1,850,000 SH   SOLE   1,850,000 0 0
NUCOR CORP COM 670346105 53,508 1,002,400 SH Call SOLE   1,002,400 0 0
PBF ENERGY INC CL A 69318G106 6,292 200,000 SH   SOLE   200,000 0 0
PHILLIPS 66 COM 718546104 53,991 700,000 SH Call SOLE   700,000 0 0
PLUG POWER INC COM NEW 72919P202 1,550 1,000,000 SH   SOLE   1,000,000 0 0
PREFERRED APT CMNTYS INC COM 74039L103 1,608 200,000 SH   SOLE   200,000 0 0
RED HAT INC COM 756577102 5,604 100,000 SH Call SOLE   100,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 7,866 200,000 SH   SOLE   200,000 0 0
SUNEDISON INC COM 86732Y109 26,100 2,000,000 SH   SOLE   2,000,000 0 0
SUNPOWER CORP COM 867652406 14,905 500,000 SH Call SOLE   500,000 0 0
SUNPOWER CORP COM 867652406 14,905 500,000 SH Call SOLE   500,000 0 0
SUNPOWER CORP COM 867652406 2,981 100,000 SH   SOLE   100,000 0 0
TESLA MTRS INC COM 88160R101 15,043 100,000 SH Call SOLE   100,000 0 0
TESLA MTRS INC COM 88160R101 75,215 500,000 SH Call SOLE   500,000 0 0
TEXTRON INC COM 883203101 12,498 340,000 SH Call SOLE   340,000 0 0
UNITED CONTL HLDGS INC COM 910047109 18,915 500,000 SH Call SOLE   500,000 0 0
UNITED CONTL HLDGS INC COM 910047109 18,915 500,000 SH Call SOLE   500,000 0 0
UNITED CONTL HLDGS INC COM 910047109 41,208 1,089,300 SH Call SOLE   1,089,300 0 0
UNITED STATES STL CORP NEW COM 912909108 14,750 500,000 SH Call SOLE   500,000 0 0
US BANCORP DEL COM NEW 902973304 20,200 500,000 SH Put SOLE   500,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 25,754 511,000 SH Call SOLE   511,000 0 0
VMWARE INC CL A COM 928563402 13,457 150,000 SH Call SOLE   150,000 0 0
VULCAN MATLS CO COM 929160109 31,837 535,800 SH Call SOLE   535,800 0 0
VULCAN MATLS CO COM 929160109 5,942 100,000 SH   SOLE   100,000 0 0
WESTPORT INNOVATIONS INC COM NEW 960908309 9,805 500,000 SH Call SOLE   500,000 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 25,979 511,000 SH Call SOLE   511,000 0 0
YRC WORLDWIDE INC COM PAR $.01 984249607 6,080 350,000 SH   SOLE   350,000 0 0