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 107,719 1,900,473 SH   SOLE   1,900,473 0 0
ALLERGAN INC COM 018490102 464,304 2,743,791 SH   SOLE   2,743,791 0 0
ANADARKO PETE CORP COM 032511107 379,451 3,466,252 SH   SOLE   3,466,252 0 0
APPLIED MATLS INC COM 038222105 180,450 8,002,200 SH   SOLE   8,002,200 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 248,625 3,345,785 SH   SOLE   3,345,785 0 0
CAESARS ACQUISITION CO CL A 12768T103 36,345 2,938,139 SH   SOLE   2,938,139 0 0
CAESARS ENTMT CORP COM 127686103 66,757 3,692,325 SH   SOLE   3,692,325 0 0
CLEAR CHANNEL OUTDOOR HLDGS CL A 18451C109 34,135 4,172,946 SH   SOLE   4,172,946 0 0
COVIDIEN PLC SHS G2554F113 170,711 1,893,000 SH   SOLE   1,893,000 0 0
CUMULUS MEDIA INC CL A 231082108 167 25,326 SH   SOLE   25,326 0 0
DIRECTV COM 25490A309 277,803 3,267,888 SH   SOLE   3,267,888 0 0
DOW CHEM CO COM 260543103 192,636 3,743,406 SH   SOLE   3,743,406 0 0
E M C CORP MASS COM 268648102 208,305 7,908,317 SH   SOLE   7,908,317 0 0
ENERGIZER HLDGS INC COM 29266R108 39,013 319,700 SH   SOLE   319,700 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 550,313 9,336,829 SH   SOLE   9,336,829 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 192,727 3,324,597 SH   SOLE   3,324,597 0 0
FOREST LABS INC COM 345838106 360,720 3,643,635 SH   SOLE   3,643,635 0 0
GOLDEN ENTERPRISES INC COM 381010107 1,896 440,875 SH   SOLE   440,875 0 0
HUBBELL INC CL A 443510102 78,682 630,489 SH   SOLE   630,489 0 0
HUBBELL INC CL B 443510201 184,417 1,497,503 SH   SOLE   1,497,503 0 0
KNOWLES CORP COM 49926D109 93,041 3,026,719 SH   SOLE   3,026,719 0 0
LORILLARD INC COM 544147101 211,770 3,473,343 SH   SOLE   3,473,343 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 119,200 1,489,625 SH   SOLE   1,489,625 0 0
MCDONALDS CORP COM 580135101 196,078 1,946,376 SH   SOLE   1,946,376 0 0
MENS WEARHOUSE INC COM 587118100 65,720 1,177,771 SH   SOLE   1,177,771 0 0
MICRON TECHNOLOGY INC COM 595112103 349,011 10,592,146 SH   SOLE   10,592,146 0 0
MOLSON COORS BREWING CO CL B 60871R209 114,262 1,540,744 SH   SOLE   1,540,744 0 0
NAVISTAR INTL CORP NEW COM 63934E108 73,371 1,957,593 SH   SOLE   1,957,593 0 0
OI S.A. SPN ADR REP PFD 670851203 38,159 44,469,206 SH   SOLE   44,469,206 0 0
OI S.A. SPONSORED ADR 670851104 28,225 29,187,965 SH   SOLE   29,187,965 0 0
PFIZER INC COM 717081103 198,756 6,696,615 SH   SOLE   6,696,615 0 0
REGENCY ENERGY PARTNERS L P COM UNITS L P 75885Y107 353,902 10,987,327 SH   SOLE   10,987,327 0 0
SCORPIO TANKERS INC SHS Y7542C106 71,383 7,019,000 SH   SOLE   7,019,000 0 0
SEARS HLDGS CORP COM 812350106 65,697 1,644,075 SH   SOLE   1,644,075 0 0
SHIRE PLC SPONSORED ADR 82481R106 5,867 24,913 SH   SOLE   24,913 0 0
TARGA RES CORP COM 87612G101 50,943 365,000 SH   SOLE   365,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 211,328 1,790,915 SH   SOLE   1,790,915 0 0
TURQUOISE HILL RES LTD COM 900435108 229,980 68,856,218 SH   SOLE   68,856,218 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 557,252 16,279,652 SH   SOLE   16,279,652 0 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857W308 155,687 4,662,682 SH   SOLE   4,662,682 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 513,598 15,715,962 SH   SOLE   15,715,962 0 0
KINDER MORGAN INC DEL *W EXP 05/25/2017 49456B119 36,739 13,215,520 SH   SOLE   13,215,520 0 0
SANOFI RIGHT 12/31/2020 80105N113 7,526 15,051,779 SH   SOLE   15,051,779 0 0
AT&T INC PUT 00206R952 220,293 6,230,000 SH Put SOLE   0 0 0
ANADARKO PETE CORP CALL 032511907 656,820 6,000,000 SH Call SOLE   0 0 0