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
ALLEGION PUB LTD CO ORD SHS G0176J109 103,335 1,980,740 SH   SOLE   1,980,740 0 0
ANADARKO PETE CORP COM 032511107 105,939 1,249,868 SH   SOLE   1,249,868 0 0
APPLIED MATLS INC COM 038222105 211,340 10,352,200 SH   SOLE   10,352,200 0 0
BABCOCK & WILCOX CO NEW COM 05615F102 358,386 10,794,745 SH   SOLE   10,794,745 0 0
BEAM INC COM 073730103 248,445 2,982,528 SH   SOLE   2,982,528 0 0
CAESARS ACQUISITION CO CL A 12768T103 41,751 2,938,139 SH   SOLE   2,938,139 0 0
CAESARS ENTMT CORP COM 127686103 69,583 3,660,328 SH   SOLE   3,660,328 0 0
CLEAR CHANNEL OUTDOOR HLDGS CL A 18451C109 38,016 4,172,946 SH   SOLE   4,172,946 0 0
E M C CORP MASS COM 268648102 216,767 7,908,317 SH   SOLE   7,908,317 0 0
ENERGY TRANSFER EQUITY LP COM UT LTD PTN 29273V100 510,718 10,924,458 SH   SOLE   10,924,458 0 0
FOREST LABS INC COM 345838106 291,654 3,160,880 SH   SOLE   3,160,880 0 0
GOLDEN ENTERPRISES INC COM 381010107 1,918 440,875 SH   SOLE   440,875 0 0
GULFPORT ENERGY CORP COM NEW 402635304 50,578 710,567 SH   SOLE   710,567 0 0
HUBBELL INC CL A 443510102 70,104 630,489 SH   SOLE   630,489 0 0
HUBBELL INC CL B 443510201 179,506 1,497,503 SH   SOLE   1,497,503 0 0
KINDER MORGAN INC DEL *W EXP 05/25/2017 49456B119 23,259 13,215,520 SH   SOLE   13,215,520 0 0
MICRON TECHNOLOGY INC COM 595112103 222,336 9,397,146 SH   SOLE   9,397,146 0 0
MYLAN INC COM 628530107 144,250 2,954,127 SH   SOLE   2,954,127 0 0
PFIZER INC COM 717081103 210,438 6,551,615 SH   SOLE   6,551,615 0 0
REGENCY ENERGY PARTNERS L P COM UNITS L P 75885Y107 90,070 3,308,975 SH   SOLE   3,308,975 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 13,684 187,303 SH   SOLE   187,303 0 0
SANOFI RIGHT 12/31/2020 80105N113 4,666 15,051,779 SH   SOLE   15,051,779 0 0
SCORPIO TANKERS INC SHS Y7542C106 69,979 7,019,000 SH   SOLE   7,019,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 307,276 2,555,521 SH   SOLE   2,555,521 0 0
TURQUOISE HILL RES LTD COM 900435108 166,500 50,000,000 SH   SOLE   50,000,000 0 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857W308 261,101 7,093,208 SH   SOLE   7,093,208 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 489,709 15,715,962 SH   SOLE   15,715,962 0 0