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
hours per response: 23.8
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
AETNA INC NEW COM 00817Y108 154,813 2,065,000 SH   SOLE   2,065,000 0 0
AETNA INC NEW COM 00817Y108 34,503 460,230 SH   SOLE 1 460,230 0 0
AETNA INC NEW COM 00817Y108 52,120 695,210 SH   SOLE 2 695,210 0 0
AMDOCS LTD SHS G02602103 69,042 1,486,045 SH   SOLE   1,486,045 0 0
AMDOCS LTD SHS G02602103 15,253 328,300 SH   SOLE 1 328,300 0 0
AMDOCS LTD SHS G02602103 22,668 487,900 SH   SOLE 2 487,900 0 0
AMERICAN CAPITAL AGENCY CORP COM 02503X105 72,576 3,377,208 SH   SOLE   3,377,208 0 0
AMERICAN CAPITAL AGENCY CORP COM 02503X105 16,180 752,900 SH   SOLE 1 752,900 0 0
AMERICAN CAPITAL AGENCY CORP COM 02503X105 23,815 1,108,200 SH   SOLE 2 1,108,200 0 0
ANADARKO PETE CORP COM 032511107 121,936 1,438,600 SH   SOLE   1,438,600 0 0
ANADARKO PETE CORP COM 032511107 27,293 322,000 SH   SOLE 1 322,000 0 0
ANADARKO PETE CORP COM 032511107 39,786 469,400 SH   SOLE 2 469,400 0 0
APPLE INC COM 037833100 701,793 1,307,511 SH   SOLE   1,307,511 0 0
APPLE INC COM 037833100 124,621 232,181 SH   SOLE 1 232,181 0 0
APPLE INC COM 037833100 229,936 428,394 SH   SOLE 2 428,394 0 0
APPLE INC COM 037833100 13,751 25,620 SH   SOLE 3 25,620 0 0
APPLE INC COM 037833100 45,891 85,500 SH Call SOLE 3 85,500 0 0
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 6,731 169,549 SH   SOLE   169,549 0 0
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 151 3,792 SH   SOLE 1 3,792 0 0
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 2,275 57,304 SH   SOLE 2 57,304 0 0
BABCOCK & WILCOX CO NEW COM 05615F102 85,208 2,566,518 SH   SOLE   2,566,518 0 0
BABCOCK & WILCOX CO NEW COM 05615F102 13,180 397,000 SH   SOLE 1 397,000 0 0
BABCOCK & WILCOX CO NEW COM 05615F102 28,757 866,186 SH   SOLE 2 866,186 0 0
BIOFUEL ENERGY CORP COM NEW 09064Y307 7,881 1,079,638 SH   SOLE   1,079,638 0 0
BIOFUEL ENERGY CORP COM NEW 09064Y307 1,940 265,748 SH   SOLE 1 265,748 0 0
BIOFUEL ENERGY CORP COM NEW 09064Y307 602 82,439 SH   SOLE 2 82,439 0 0
BLACKHAWK NETWORK HLDGS INC CL A 09238E104 3,416 140,077 SH   SOLE   140,077 0 0
BLACKHAWK NETWORK HLDGS INC CL A 09238E104 627 25,700 SH   SOLE 1 25,700 0 0
BLACKHAWK NETWORK HLDGS INC CL A 09238E104 1,141 46,800 SH   SOLE 2 46,800 0 0
BLACKHAWK NETWORK HLDGS INC CL A 09238E104 41 1,700 SH   SOLE 3 1,700 0 0
BP PLC SPONSORED ADR 055622104 45,820 952,600 SH   SOLE   952,600 0 0
BP PLC SPONSORED ADR 055622104 10,173 211,500 SH   SOLE 1 211,500 0 0
BP PLC SPONSORED ADR 055622104 15,195 315,900 SH   SOLE 2 315,900 0 0
CHICOS FAS INC COM 168615102 27,288 1,702,308 SH   SOLE   1,702,308 0 0
CHICOS FAS INC COM 168615102 6,107 381,000 SH   SOLE 1 381,000 0 0
CHICOS FAS INC COM 168615102 8,903 555,400 SH   SOLE 2 555,400 0 0
CIGNA CORPORATION COM 125509109 226,206 2,701,618 SH   SOLE   2,701,618 0 0
CIGNA CORPORATION COM 125509109 50,606 604,400 SH   SOLE 1 604,400 0 0
CIGNA CORPORATION COM 125509109 75,793 905,212 SH   SOLE 2 905,212 0 0
COMPUTER SCIENCES CORP COM 205363104 121,632 1,999,864 SH   SOLE   1,999,864 0 0
COMPUTER SCIENCES CORP COM 205363104 27,223 447,600 SH   SOLE 1 447,600 0 0
COMPUTER SCIENCES CORP COM 205363104 39,687 652,536 SH   SOLE 2 652,536 0 0
CONNS INC COM 208242107 82,234 2,116,700 SH   SOLE   2,116,700 0 0
CONNS INC COM 208242107 18,322 471,600 SH   SOLE 1 471,600 0 0
CONNS INC COM 208242107 27,650 711,700 SH   SOLE 2 711,700 0 0
E M C CORP MASS COM 268648102 104,328 3,806,200 SH   SOLE   3,806,200 0 0
E M C CORP MASS COM 268648102 23,351 851,900 SH   SOLE 1 851,900 0 0
E M C CORP MASS COM 268648102 34,040 1,241,900 SH   SOLE 2 1,241,900 0 0
EINSTEIN NOAH REST GROUP INC COM 28257U104 80,269 4,876,611 SH   SOLE   4,876,611 0 0
EINSTEIN NOAH REST GROUP INC COM 28257U104 12,345 750,000 SH   SOLE 1 750,000 0 0
EINSTEIN NOAH REST GROUP INC COM 28257U104 18,219 1,106,858 SH   SOLE 2 1,106,858 0 0
FIFTH STREET FINANCE CORP COM 31678A103 11,921 1,260,170 SH   SOLE   1,260,170 0 0
FIFTH STREET FINANCE CORP COM 31678A103 2,789 294,835 SH   SOLE 1 294,835 0 0
FIFTH STREET FINANCE CORP COM 31678A103 4,197 443,687 SH   SOLE 2 443,687 0 0
HATTERAS FINL CORP COM 41902R103 4,882 258,967 SH   SOLE   258,967 0 0
HATTERAS FINL CORP COM 41902R103 1,084 57,500 SH   SOLE 1 57,500 0 0
HATTERAS FINL CORP COM 41902R103 1,610 85,400 SH   SOLE 2 85,400 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 65,921 923,392 SH   SOLE   923,392 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 9,231 129,300 SH   SOLE 1 129,300 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 22,645 317,200 SH   SOLE 2 317,200 0 0
ING U S INC COM 45685E106 99,390 2,740,268 SH   SOLE   2,740,268 0 0
ING U S INC COM 45685E106 13,641 376,100 SH   SOLE 1 376,100 0 0
ING U S INC COM 45685E106 33,550 925,000 SH   SOLE 2 925,000 0 0
INTREXON CORP COM 46122T102 23,826 906,275 SH   SOLE   906,275 0 0
INTREXON CORP COM 46122T102 3,312 125,980 SH   SOLE 1 125,980 0 0
INTREXON CORP COM 46122T102 9,116 346,759 SH   SOLE 2 346,759 0 0
LAM RESEARCH CORP COM 512807108 43,225 785,900 SH   SOLE   785,900 0 0
LAM RESEARCH CORP COM 512807108 9,625 175,000 SH   SOLE 1 175,000 0 0
LAM RESEARCH CORP COM 512807108 14,531 264,200 SH   SOLE 2 264,200 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 33,241 799,067 SH   SOLE   799,067 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 7,413 178,209 SH   SOLE 1 178,209 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 11,217 269,642 SH   SOLE 2 269,642 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 81,111 1,992,403 SH   SOLE   1,992,403 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 18,089 444,347 SH   SOLE 1 444,347 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 27,371 672,330 SH   SOLE 2 672,330 0 0
LORILLARD INC COM 544147901 41,685 770,800 SH Put SOLE   770,800 0 0
LORILLARD INC COM 544147901 9,302 172,000 SH Put SOLE 1 172,000 0 0
LORILLARD INC COM 544147901 13,953 258,000 SH Put SOLE 2 258,000 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 130,453 5,527,680 SH   SOLE   5,527,680 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 28,569 1,210,550 SH   SOLE 1 1,210,550 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 45,210 1,915,666 SH   SOLE 2 1,915,666 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 392,008 24,889,388 SH   SOLE   24,889,388 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 99,625 6,325,400 SH   SOLE 1 6,325,400 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 125,629 7,976,440 SH   SOLE 2 7,976,440 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 3,750 238,100 SH   SOLE 3 238,100 0 0
MCDERMOTT INTL INC COM 580037109 70,428 9,006,200 SH   SOLE   9,006,200 0 0
MCDERMOTT INTL INC COM 580037109 15,696 2,007,200 SH   SOLE 1 2,007,200 0 0
MCDERMOTT INTL INC COM 580037109 23,711 3,032,100 SH   SOLE 2 3,032,100 0 0
MICRON TECHNOLOGY INC COM 595112103 665,811 28,140,793 SH   SOLE   28,140,793 0 0
MICRON TECHNOLOGY INC COM 595112103 148,374 6,271,100 SH   SOLE 1 6,271,100 0 0
MICRON TECHNOLOGY INC COM 595112103 224,141 9,473,400 SH   SOLE 2 9,473,400 0 0
MICRON TECHNOLOGY INC COM 595112103 2,816 119,000 SH   SOLE 3 119,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 61,463 789,300 SH   SOLE   789,300 0 0
NATIONAL OILWELL VARCO INC COM 637071101 13,651 175,300 SH   SOLE 1 175,300 0 0
NATIONAL OILWELL VARCO INC COM 637071101 20,277 260,400 SH   SOLE 2 260,400 0 0
NOKIA CORP SPONSORED ADR 654902204 16,573 2,257,900 SH   SOLE   2,257,900 0 0
NOKIA CORP SPONSORED ADR 654902204 3,710 505,400 SH   SOLE 1 505,400 0 0
NOKIA CORP SPONSORED ADR 654902204 5,407 736,700 SH   SOLE 2 736,700 0 0
OIL STS INTL INC COM 678026105 171,456 1,738,900 SH   SOLE   1,738,900 0 0
OIL STS INTL INC COM 678026105 38,355 389,000 SH   SOLE 1 389,000 0 0
OIL STS INTL INC COM 678026105 61,339 622,100 SH   SOLE 2 622,100 0 0
PENN NATL GAMING INC COM 707569109 15,877 1,288,700 SH   SOLE   1,288,700 0 0
PENN NATL GAMING INC COM 707569109 3,526 286,200 SH   SOLE 1 286,200 0 0
PENN NATL GAMING INC COM 707569109 5,237 425,100 SH   SOLE 2 425,100 0 0
RITE AID CORP COM 767754104 22,681 3,617,446 SH   SOLE   3,617,446 0 0
RITE AID CORP COM 767754104 3,746 597,500 SH   SOLE 1 597,500 0 0
RITE AID CORP COM 767754104 8,128 1,296,300 SH   SOLE 2 1,296,300 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 58,637 2,080,064 SH   SOLE   2,080,064 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 13,024 462,000 SH   SOLE 1 462,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 19,460 690,300 SH   SOLE 2 690,300 0 0
SUNEDISON INC COM 86732Y109 143,158 7,598,600 SH   SOLE   7,598,600 0 0
SUNEDISON INC COM 86732Y109 31,902 1,693,300 SH   SOLE 1 1,693,300 0 0
SUNEDISON INC COM 86732Y109 48,195 2,558,100 SH   SOLE 2 2,558,100 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 67,498 3,077,900 SH   SOLE   3,077,900 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 15,042 685,900 SH   SOLE 1 685,900 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 22,724 1,036,200 SH   SOLE 2 1,036,200 0 0
TALMER BANCORP INC COM 87482X101 22,259 1,616,945 SH   SOLE   1,616,945 0 0
TALMER BANCORP INC COM 87482X101 9,488 689,213 SH   SOLE 2 689,213 0 0
TEMPUR SEALY INTL INC COM 88023U101 58,640 1,157,300 SH   SOLE   1,157,300 0 0
TEMPUR SEALY INTL INC COM 88023U101 12,956 255,700 SH   SOLE 1 255,700 0 0
TEMPUR SEALY INTL INC COM 88023U101 19,609 387,000 SH   SOLE 2 387,000 0 0
URS CORP NEW COM 903236107 58,109 1,234,779 SH   SOLE   1,234,779 0 0
URS CORP NEW COM 903236107 13,003 276,300 SH   SOLE 1 276,300 0 0
URS CORP NEW COM 903236107 18,956 402,800 SH   SOLE 2 402,800 0 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857W308 19,494 529,580 SH   SOLE   529,580 0 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857W308 4,263 115,799 SH   SOLE 1 115,799 0 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857W308 3,829 104,015 SH   SOLE 2 104,015 0 0