CBRE GROUP INC CL A 12504L109 7171 284000 SH SOLE 284000 0 0 CLEAN HARBORS INC COM 184496107 8591 147889 SH SOLE 147889 0 0 COLONY FINL INC COM 19624R106 30803 1387500 SH SOLE 1387500 0 0 DIGITALGLOBE INC COM NEW 25389M877 28910 1000000 SH SOLE 1000000 0 0 GAMESTOP CORP NEW CL A 36467W109 4475 160000 SH SOLE 160000 0 0 GAMESTOP CORP NEW CL A 36467W109 2797 100000 SH Call SOLE 100000 0 0 GAMESTOP CORP NEW CL A 36467W109 8391 300000 SH Put SOLE 300000 0 0 HARRIS TEETER SUPERMARKETS I COM 414585109 8375 196100 SH SOLE 196100 0 0 HERTZ GLOBAL HOLDINGS INC COM 42805T105 19478 875000 SH SOLE 875000 0 0 INTERCONTINENTALEXCHANGE INC COM 45865V100 9377 57500 SH SOLE 57500 0 0 ISHARES TR RUSSELL 2000 464287655 28329 300000 SH Put SOLE 300000 0 0 ISHARES TR DJ US REAL EST 464287739 41688 600000 SH Put SOLE 600000 0 0 KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 9291 1807500 SH Call SOLE 1807500 0 0 NEW YORK CMNTY BANCORP INC COM 649445103 3631 253000 SH SOLE 253000 0 0 NICE SYS LTD SPONSORED ADR 653656108 14983 406811 SH SOLE 406811 0 0 SAFEWAY INC COM NEW 786514208 27272 1035000 SH SOLE 1035000 0 0 SAFEWAY INC COM NEW 786514208 13175 500000 SH Call SOLE 500000 0 0 SNAP ON INC COM 833034101 6244 75500 SH SOLE 75500 0 0 SUPERVALU INC COM 868536103 6229 1236000 SH SOLE 1236000 0 0 VERINT SYS INC COM 92343X100 11696 320000 SH SOLE 320000 0 0 W P CAREY INC COM 92936U109 15597 231414 SH SOLE 231414 0 0