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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ACTAVIS PLCSHSG0083B10883,479496,898SH SOLE 496,89800
ALLEGION PUB LTD COORD SHSG0176J109190,5234,311,442SH SOLE 4,311,44200
AMERICAN AXLE & MFG HLDGS INCOM024061103136,2736,663,698SH SOLE 6,663,69800
AMERICAN INTL GROUP INCCOM NEW0268747842,54549,852SH SOLE 49,85200
ANADARKO PETE CORPCOM03251110719,449245,200SHCallSOLE 000
ASHLAND INC NEWCOM044209104648,8476,686,382SH SOLE 6,686,38200
AUTODESK INCCOM0527691062,05950,000SH SOLE 50,00000
CAMERON INTERNATIONAL CORPCOM13342B105374,6266,293,060SH SOLE 6,293,06000
CHARTER COMMUNICATIONS INC DCL A NEW16117M305291,2092,129,342SH SOLE 2,129,34200
CROWN HOLDINGS INCCOM22836810694,5402,121,147SH SOLE 2,121,14700
EDWARDS LIFESCIENCES CORPCOM28176E108102,1611,553,543SH SOLE 1,553,54300
ENDO HEALTH SOLUTIONS INCCOM29264F205195,4592,897,410SH SOLE 2,897,41000
ENERGY TRANSFER EQUITY L PCOM UT LTD PTN29273V1005,64269,023SH SOLE 69,02300
EQUINIX INCCOM NEW29444U502534,1603,010,199SH SOLE 3,010,19900
GENERAL MTRS COCOM37045V100325,7877,971,287SH SOLE 7,971,28700
GENERAL MTRS CO*W EXP 07/10/20137045V1185,179166,319SH SOLE 166,31900
GENERAL MTRS CO*W EXP 07/10/20137045V1263,845166,319SH SOLE 166,31900
GOGO INCCOM38046C1092,482100,000SH SOLE 100,00000
GOLAR LNG LTD BERMUDASHSG9456A10081,1002,234,788SH SOLE 2,234,78800
GROUPON INCCOM CL A399473107364,89331,015,101SH SOLE 31,015,10100
HALLIBURTON COCOM4062161015,07399,958SH SOLE 99,95800
HUNTSMAN CORPCOM447011107258,26810,498,708SH SOLE 10,498,70800
ISHARESCHINA LG-CAP ETF4642871843,76098,000SHCallSOLE 000
ISHARESMSCI HONG KG ETF4642868716,058294,100SHCallSOLE 000
JUNIPER NETWORKS INCCOM48203R104303,17713,432,722SH SOLE 13,432,72200
KINDER MORGAN INC DELCOM49456B10191,0242,528,457SH SOLE 2,528,45700
KINDER MORGAN INC DEL*W EXP 05/25/20149456B11963,16315,557,415SH SOLE 15,557,41500
LIBERTY MEDIA CORP DELAWARECL A53122910277,678530,976SH SOLE 530,97600
LIBERTY INTERACTIVE CORPLBT VENT COM A53071M880237,6951,938,940SH SOLE 1,938,94000
MALLINCKRODT PUB LTD COSHSG5785G107173,1143,312,546SH SOLE 3,312,54600
MANITOWOC INCCOM5635711081,16449,916SH SOLE 49,91600
MONDELEZ INTL INCCL A609207105163,9444,644,309SH SOLE 4,644,30900
OIL STS INTL INCCOM678026105622,6166,120,880SH SOLE 6,120,88000
OPKO HEALTH INCCOM68375N1038,316985,343SH SOLE 985,34300
OUTERWALL INCCOM690070107250,3823,722,041SH SOLE 3,722,04100
OWENS CORNING NEWCOM6907421012,85070,002SH SOLE 70,00200
QEP RES INCCOM74733V100421,95713,766,948SH SOLE 13,766,94800
SAFEWAY INCCOM NEW786514208314,4969,656,004SH SOLE 9,656,00400
SEARS HLDGS CORPCOM8123501064,90099,917SH SOLE 99,91700
SIRIUS XM HLDGS INCCOM82968B103174,50050,000,000SH SOLE 50,000,00000
SUPERVALU INCCOM868536103124,47917,075,275SH SOLE 17,075,27500
TEEKAY CORPORATIONCOMY8564W103103,4452,154,658SH SOLE 2,154,65800
URS CORP NEWCOM903236107380,6467,183,363SH SOLE 7,183,36300
VISTEON CORPCOM NEW92839U206227,2692,775,297SH SOLE 2,775,29700
WALGREEN COCOM931422109422,0347,347,395SH SOLE 7,347,39500