The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
AGL RES INC | COM | 001204106 | 6,166 | 101,020 | SH | SOLE | 101,020 | 0 | 0 | ||
ALTERA CORP | COM | 021441100 | 11,252 | 224,681 | SH | SOLE | 224,681 | 0 | 0 | ||
AMGEN INC | COM | 031162100 | 1,560 | 11,276 | SH | SOLE | 11,276 | 0 | 0 | ||
BAKER HUGHES INC | COM | 057224107 | 6,058 | 116,413 | SH | SOLE | 116,413 | 0 | 0 | ||
BLOCK H & R INC | COM | 093671105 | 2,760 | 76,235 | SH | SOLE | 76,235 | 0 | 0 | ||
BROADCOM CORP | CL A | 111320107 | 12,914 | 251,100 | SH | SOLE | 251,100 | 0 | 0 | ||
CAMERON INTERNATIONAL CORP | COM | 13342B105 | 4,932 | 80,435 | SH | SOLE | 80,435 | 0 | 0 | ||
CYTEC INDS INC | COM | 232820100 | 2,298 | 31,118 | SH | SOLE | 31,118 | 0 | 0 | ||
DEALERTRACK TECHNOLOGIES INC | COM | 242309102 | 15,394 | 243,737 | SH | SOLE | 243,737 | 0 | 0 | ||
DEPOMED INC | COM | 249908104 | 943 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
DEPOMED INC | COM | 249908104 | 1,341 | 71,138 | SH | SOLE | 71,138 | 0 | 0 | ||
HCC INS HLDGS INC | COM | 404132102 | 12,471 | 160,981 | SH | SOLE | 160,981 | 0 | 0 | ||
HEALTH NET INC | COM | 42222G108 | 3,571 | 59,307 | SH | SOLE | 59,307 | 0 | 0 | ||
HUDSON CITY BANCORP | COM | 443683107 | 7,585 | 745,861 | SH | SOLE | 745,861 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 8,155 | 45,560 | SH | SOLE | 45,560 | 0 | 0 | ||
JUNIPER NETWORKS INC | COM | 48203R104 | 2,164 | 84,190 | SH | SOLE | 84,190 | 0 | 0 | ||
KYTHERA BIOPHARMACEUTICALS INC | COM | 501570105 | 2,497 | 33,300 | SH | SOLE | 33,300 | 0 | 0 | ||
LIFEPOINT HOSPITALS INC | COM | 53219L109 | 217 | 3,070 | SH | SOLE | 3,070 | 0 | 0 | ||
PERRIGO CO PLC | SHS | G97822103 | 7,706 | 49,000 | SH | SOLE | 49,000 | 0 | 0 | ||
PINNACLE ENTMT INC | COM | 723456109 | 5,548 | 163,936 | SH | SOLE | 163,936 | 0 | 0 | ||
PRECISION CASTPARTS CORP | COM | 740189105 | 13,608 | 59,239 | SH | SOLE | 59,239 | 0 | 0 | ||
SOLERA HOLDINGS INC | COM | 83421A104 | 11,308 | 209,401 | SH | SOLE | 209,401 | 0 | 0 | ||
STRATEGIC HOTELS & RESORTS INC | COM | 86272T106 | 4,665 | 338,300 | SH | SOLE | 338,300 | 0 | 0 | ||
SYNGENTA AG | SPONSORED ADR | 87160A100 | 510 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
TEREX CORP NEW | COM | 880779103 | 1,380 | 76,942 | SH | SOLE | 76,942 | 0 | 0 | ||
TIME WARNER CABLE INC | COM | 88732J207 | 11,939 | 66,559 | SH | SOLE | 66,559 | 0 | 0 | ||
WESTERN UN CO | COM | 959802109 | 2,899 | 157,883 | SH | SOLE | 157,883 | 0 | 0 | ||
XOOM CORP | COM | 98419Q101 | 624 | 25,100 | SH | SOLE | 25,100 | 0 | 0 | ||
YAHOO INC | COM | 984332106 | 940 | 32,520 | SH | SOLE | 32,520 | 0 | 0 | ||
ZULILY INC | CL A | 989774104 | 355 | 20,394 | SH | SOLE | 20,394 | 0 | 0 |