The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 AIRLINES GROUP | COM | 02376R102 | 6,444 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | |
APPLE COMPUTER - G7 EQ | COM | 037833100 | 117,092 | 1,260,000 | SH | SOLE | 0 | 1,260,000 | 0 | 0 | |
ARCELOR MITTAL G7 EQUITIES | NY REGISTRY SH | 03938L104 | 15,002 | 1,004,800 | SH | SOLE | 0 | 1,004,800 | 0 | 0 | |
CABLEVISION SYSTEMS NEW | CL A NY CABLVS | 12686C109 | 15,620 | 885,000 | SH | SOLE | 0 | 885,000 | 0 | 0 | |
CENTURY LINK INC | COM | 156700106 | 9,050 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | |
COMCAST CORP-CLASS A GLOBAL EQUITY | CL A | 20030N101 | 32,208 | 600,000 | SH | SOLE | 0 | 600,000 | 0 | 0 | |
CROWN CASTLE INTERNATIONAL CORP | COM | 228227104 | 22,278 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
DISH NETWORK CORP - A | CL A | 25470M109 | 4,881 | 75,000 | SH | SOLE | 0 | 75,000 | 0 | 0 | |
GOLDMAN SACHS - G7 EQ | COM | 38141G104 | 518 | 3,096 | SH | SOLE | 0 | 3,096 | 0 | 0 | |
JETBLUE AIRWAYS CORP | COM | 477143101 | 8,680 | 800,000 | SH | SOLE | 0 | 800,000 | 0 | 0 | |
MELCO CROWN ENTERTAINMENT -ADR | ADR | 585464100 | 24,283 | 680,000 | SH | SOLE | 0 | 680,000 | 0 | 0 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 18,480 | 700,000 | SH | SOLE | 0 | 700,000 | 0 | 0 | |
RSX RUSSIA ETF - MACRO EQ | RUSSIA ETF | 57060U506 | 31,291 | 1,188,435 | SH | SOLE | 0 | 1,188,435 | 0 | 0 | |
TELEFONICA BRASIL ADR | SPONSORED ADR | 87936R106 | 10,050 | 490,000 | SH | SOLE | 0 | 490,000 | 0 | 0 | |
TELEPHONE AND DATA SYSTEMS | COM NEW | 879433829 | 18,930 | 725,000 | SH | SOLE | 0 | 725,000 | 0 | 0 | |
TIM PARTICIPACOES SA-ADR NEW | SPONSORED ADR | 88706P205 | 2,903 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
TIME WARNER CABLE | COM | 88732J207 | 19,886 | 135,000 | SH | SOLE | 0 | 135,000 | 0 | 0 | |
T-MOBILE US INC | COM | 872590104 | 34,965 | 1,040,000 | SH | SOLE | 0 | 1,040,000 | 0 | 0 | |
UNITED CONTINENTAL HOLDINGS | COM | 910047109 | 14,375 | 350,000 | SH | SOLE | 0 | 350,000 | 0 | 0 | |
VERIZON COMM INC | COM | 92343V104 | 12,233 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | |
YPF S.A.-SPONSORED ADR -G7 EQ | SPON ADR CL D | 984245100 | 10,380 | 317,626 | SH | SOLE | 0 | 317,626 | 0 | 0 | |
YPF S.A.-SPONSORED ADR -G7 EQ | CALL | 984245900 | 2,200 | 500,000 | SH | Call | SOLE | 0 | 500,000 | 0 | 0 |