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
ALERE INC COM 01449J105 8,528 224,421 SH   SOLE   224,421 0 0
ASSURED GUARANTY LTD COM G0585R106 17,222 662,647 SH   SOLE   662,647 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06742E711 8,057 255,708 SH   SOLE   255,708 0 0
COMVERSE INC COM 20585P105 1,397 74,390 SH   SOLE   74,390 0 0
FAMILY DLR STORES INC COM 307000109 7,580 95,697 SH   SOLE   95,697 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 6,769 230,697 SH   SOLE   230,697 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 11,033 228,383 SH   SOLE   228,383 0 0
MICRON TECHNOLOGY INC COM 595112103 9,006 257,235 SH   SOLE   257,235 0 0
NATIONAL BK GREECE S A ADR PRF SER A 633643507 10,500 755,195 SH   SOLE   755,195 0 0
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 13,954 793,770 SH   SOLE   793,770 0 0
PEPSICO INC COM 713448108 11,537 122,011 SH   SOLE   122,011 0 0
SOTHEBYS COM 835898107 5,341 123,700 SH   SOLE   123,700 0 0
TIFFANY & CO NEW COM 886547108 9,946 93,074 SH   SOLE   93,074 0 0
TIME WARNER INC COM NEW 887317303 10,117 118,433 SH   SOLE   118,433 0 0
VERINT SYS INC COM 92343X100 16,798 288,235 SH   SOLE   288,235 0 0
VISTEON CORP COM NEW 92839U206 12,441 116,424 SH   SOLE   116,424 0 0
WESTERN DIGITAL CORP COM 958102105 12,561 113,470 SH   SOLE   113,470 0 0