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
ACTAVIS PLC SHS G0083B108 83,479 496,898 SH   SOLE   496,898 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 190,523 4,311,442 SH   SOLE   4,311,442 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 136,273 6,663,698 SH   SOLE   6,663,698 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 2,545 49,852 SH   SOLE   49,852 0 0
ANADARKO PETE CORP COM 032511107 19,449 245,200 SH Call SOLE   0 0 0
ASHLAND INC NEW COM 044209104 648,847 6,686,382 SH   SOLE   6,686,382 0 0
AUTODESK INC COM 052769106 2,059 50,000 SH   SOLE   50,000 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 374,626 6,293,060 SH   SOLE   6,293,060 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 291,209 2,129,342 SH   SOLE   2,129,342 0 0
CROWN HOLDINGS INC COM 228368106 94,540 2,121,147 SH   SOLE   2,121,147 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 102,161 1,553,543 SH   SOLE   1,553,543 0 0
ENDO HEALTH SOLUTIONS INC COM 29264F205 195,459 2,897,410 SH   SOLE   2,897,410 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 5,642 69,023 SH   SOLE   69,023 0 0
EQUINIX INC COM NEW 29444U502 534,160 3,010,199 SH   SOLE   3,010,199 0 0
GENERAL MTRS CO COM 37045V100 325,787 7,971,287 SH   SOLE   7,971,287 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V118 5,179 166,319 SH   SOLE   166,319 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 3,845 166,319 SH   SOLE   166,319 0 0
GOGO INC COM 38046C109 2,482 100,000 SH   SOLE   100,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 81,100 2,234,788 SH   SOLE   2,234,788 0 0
GROUPON INC COM CL A 399473107 364,893 31,015,101 SH   SOLE   31,015,101 0 0
HALLIBURTON CO COM 406216101 5,073 99,958 SH   SOLE   99,958 0 0
HUNTSMAN CORP COM 447011107 258,268 10,498,708 SH   SOLE   10,498,708 0 0
ISHARES CHINA LG-CAP ETF 464287184 3,760 98,000 SH Call SOLE   0 0 0
ISHARES MSCI HONG KG ETF 464286871 6,058 294,100 SH Call SOLE   0 0 0
JUNIPER NETWORKS INC COM 48203R104 303,177 13,432,722 SH   SOLE   13,432,722 0 0
KINDER MORGAN INC DEL COM 49456B101 91,024 2,528,457 SH   SOLE   2,528,457 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 63,163 15,557,415 SH   SOLE   15,557,415 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 77,678 530,976 SH   SOLE   530,976 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 237,695 1,938,940 SH   SOLE   1,938,940 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 173,114 3,312,546 SH   SOLE   3,312,546 0 0
MANITOWOC INC COM 563571108 1,164 49,916 SH   SOLE   49,916 0 0
MONDELEZ INTL INC CL A 609207105 163,944 4,644,309 SH   SOLE   4,644,309 0 0
OIL STS INTL INC COM 678026105 622,616 6,120,880 SH   SOLE   6,120,880 0 0
OPKO HEALTH INC COM 68375N103 8,316 985,343 SH   SOLE   985,343 0 0
OUTERWALL INC COM 690070107 250,382 3,722,041 SH   SOLE   3,722,041 0 0
OWENS CORNING NEW COM 690742101 2,850 70,002 SH   SOLE   70,002 0 0
QEP RES INC COM 74733V100 421,957 13,766,948 SH   SOLE   13,766,948 0 0
SAFEWAY INC COM NEW 786514208 314,496 9,656,004 SH   SOLE   9,656,004 0 0
SEARS HLDGS CORP COM 812350106 4,900 99,917 SH   SOLE   99,917 0 0
SIRIUS XM HLDGS INC COM 82968B103 174,500 50,000,000 SH   SOLE   50,000,000 0 0
SUPERVALU INC COM 868536103 124,479 17,075,275 SH   SOLE   17,075,275 0 0
TEEKAY CORPORATION COM Y8564W103 103,445 2,154,658 SH   SOLE   2,154,658 0 0
URS CORP NEW COM 903236107 380,646 7,183,363 SH   SOLE   7,183,363 0 0
VISTEON CORP COM NEW 92839U206 227,269 2,775,297 SH   SOLE   2,775,297 0 0
WALGREEN CO COM 931422109 422,034 7,347,395 SH   SOLE   7,347,395 0 0