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
American Eagle Energy Corp COM 02554F300 269 1,491,961 SH   SOLE   1,491,961 0 0
ARUBA NETWORKS COM 043176106 16,629 679,011 SH   SOLE   679,011 0 0
ASHFORD HOSPITALITY PRIME INC COM 044102101 11,579 690,447 SH   SOLE   690,447 0 0
ASHLAND INC COM 044209104 21,389 168,006 SH   SOLE   168,006 0 0
BOB EVANS FARMS COM 096761101 75,604 1,634,329 SH   SOLE   1,634,329 0 0
BROOKDALE SENIOR LIVING INC COM 112463104 84,303 2,232,593 SH   SOLE   2,232,593 0 0
CHENIERE ENERGY PARTNERS LP COM 16411W108 15,675 653,923 SH   SOLE   653,923 0 0
CIT Group Inc COM 125581801 32,096 711,355 SH   SOLE   711,355 0 0
CITY NATIONAL CORP COM 178566105 726 8,147 SH   SOLE   8,147 0 0
CUMULUS MEDIA INC CL A 231082108 7,976 3,229,137 SH   SOLE   3,229,137 0 0
DIRECTV COM 25490A309 47,248 555,200 SH   SOLE   555,200 0 0
DRESSER-RAND GROUP INC COM 261608103 19,331 240,590 SH   SOLE   240,590 0 0
ETHAN ALLEN INTERIORS COM 297602104 12,049 435,933 SH   SOLE   435,933 0 0
FAMILY DOLLAR STORES COM 307000109 54,196 683,950 SH   SOLE   683,950 0 0
HOSPIRA COM 441060100 25,890 294,738 SH   SOLE   294,738 0 0
HUDSON CITY BANCORP INC COM 443683107 3,735 356,400 SH   SOLE   356,400 0 0
INTERNATIONAL PAPER CO COM 460146103 13,767 248,090 SH   SOLE   248,090 0 0
JDS UNIPHASE CORP COM 46612J507 31,529 2,403,156 SH   SOLE   2,403,156 0 0
KAPSTONE PAPER AND PACKAGING COM 48562P103 21,263 647,483 SH   SOLE   647,483 0 0
LA QUINTA HOLDINGS INC COM 50420D108 31,722 1,339,598 SH   SOLE   1,339,598 0 0
MERITOR INC COM 59001K100 21,024 1,667,270 SH   SOLE   1,667,270 0 0
MOTORCAR PARTS OF AMERICA COM 620071100 13,041 469,260 SH   SOLE   469,260 0 0
PHARMACYCLICS INC COM 716933106 18,994 74,211 SH   SOLE   74,211 0 0
QEP RESOURCES INC COM 74733V100 15,648 750,517 SH   SOLE   750,517 0 0
REMY INTERNATIONAL INC COM 75971M108 17,154 772,354 SH   SOLE   772,354 0 0
RIO ALTO MINING LTD COM 76689T104 8,556 3,473,600 SH   SOLE   3,473,600 0 0
RIVERBED TECHNOLOGY INC COM 768573107 26,769 1,280,204 SH   SOLE   1,280,204 0 0
SIGMA-ALDRICH COM 826552101 23,367 169,023 SH   SOLE   169,023 0 0
SUNCOKE ENERGY PARTNERS LP COM 86722Y101 101 4,740 SH   SOLE   4,740 0 0
SUNEDISON INC COM 86732Y109 28,429 1,184,535 SH   SOLE   1,184,535 0 0
TMST TMST COM 887399103 10,402 392,973 SH   SOLE   392,973 0 0
TRAVELPORT WORLDWIDE LTD COM G9019D104 15,900 952,119 SH   SOLE   952,119 0 0
TRW AUTOMOTIVE HOLDINGS CORP COM 87264S106 27,516 262,434 SH   SOLE   262,434 0 0
YAHOO INC COM 984332106 39,578 890,690 SH   SOLE   890,690 0 0
BOB EVANS FARMS CALL 096761101 11,630 251,400 SH   SOLE   251,400 0 0
DOMTAR CORP CALL 257559203 17,263 373,500 SH   SOLE   373,500 0 0
iShares Russell 2000 Index Fund PUT 464287655 94,521 760,000 SH   SOLE   760,000 0 0
SPDR Trust Series 1 PUT 78462F103 103,215 500,000 SH   SOLE   500,000 0 0