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

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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
ALLIANCE ONE INTL INC COM 018772103 18,640 6,383,641 SH   SOLE   6,383,641 0 0
ALON USA PARTNERS LP UT LTDPART INT 02052T109 5,484 329,188 SH   SOLE   329,188 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 13,418 656,443 SH   SOLE   656,443 0 0
AVEO PHARMACEUTICALS INC COM 053588109 5,725 3,829,350 SH   SOLE   3,829,350 0 0
BP PLC SPONSORED ADR 055622104 152,304 3,166,413 SH   SOLE   3,166,413 0 0
CHENIERE ENERGY INC COM NEW 16411R208 313,281 5,660,000 SH   SOLE   5,660,000 0 0
CHIPMOS TECH BERMUDA LTD SHS G2110R114 72,428 3,283,235 SH   SOLE   3,283,235 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 66,926 104,246,007 SH   SOLE   104,246,007 0 0
IDENIX PHARMACEUTICALS INC COM 45166R204 302,844 53,331,109 SH   SOLE   53,331,109 0 0
KERYX BIOPHARMACEUTICALS INC COM 492515101 107,537 6,310,850 SH   SOLE   6,310,850 0 0
KINDRED BIOSCIENCES INC COM 494577109 51,214 2,763,848 SH   SOLE   2,763,848 0 0
MICRON TECHNOLOGY INC COM 595112103 1,222,168 51,655,434 SH   SOLE   51,655,434 0 0
NOVACOPPER INC COM 66988K102 6,757 5,005,298 SH   SOLE   5,005,298 0 0
NOVAGOLD RES INC COM NEW 66987E206 78,295 21,688,300 SH   SOLE   21,688,300 0 0
PBF ENERGY INC CL A 69318G106 139,748 5,416,606 SH   SOLE   5,416,606 0 0
RF MICRODEVICES INC COM 749941100 51,890 6,585,000 SH   SOLE   6,585,000 0 0
SYNERON MEDICAL LTD ORD SHS M87245102 49,800 4,000,000 SH   SOLE   4,000,000 0 0
THERAVANCE INC COM 88338T104 640,637 20,705,801 SH   SOLE   20,705,801 0 0
TRINQUINT SEMICONDUCTOR INC COM 89674K103 51,217 3,825,000 SH   SOLE   3,825,000 0 0
VIASAT INC COM 92552V100 786,773 11,395,900 SH   SOLE   11,395,900 0 0