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
AIRGAS INC COM 009363102 57,721 417,300 SH   SOLE   417,300 0 0
ALCATEL-LUCENT SPONSORED ADR 013904305 75,880 19,812,077 SH   SOLE   19,812,077 0 0
ASTORIA FINL CORP COM 046265104 3,736 235,700 SH   SOLE   235,700 0 0
ATMEL CORP COM 049513104 94,484 10,973,723 SH   SOLE   10,973,723 0 0
BAKER HUGHES INC COM 057224107 65,349 1,416,009 SH   SOLE   1,416,009 0 0
BIOMED REALTY TRUST INC COM 09063H107 33,116 1,397,871 SH   SOLE   1,397,871 0 0
BOULDER BRANDS INC COM 101405108 28,468 2,592,728 SH   SOLE   2,592,728 0 0
BROADCOM CORP CL A 111320107 180,439 3,120,696 SH   SOLE   3,120,696 0 0
CIGNA CORPORATION COM 125509109 49,312 336,993 SH   SOLE   336,993 0 0
CHUBB CORP COM 171232101 175,739 1,324,933 SH   SOLE   1,324,933 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 58,377 1,830,000 SH   SOLE   1,830,000 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 159,624 2,525,700 SH   SOLE   2,525,700 0 0
COMMUNITY HEALTH SYS INC NEW RIGHT 99/99/9999 203668116 37 4,156,900 SH   SOLE   4,156,900 0 0
CONSTANT CONTACT INC COM 210313102 61,905 2,117,149 SH   SOLE   2,117,149 0 0
DOW CHEM CO COM 260543103 14,265 277,100 SH   SOLE   277,100 0 0
DYAX CORP COM 26746E103 70,914 1,885,000 SH   SOLE   1,885,000 0 0
E M C CORP MASS COM 268648102 81,105 3,158,300 SH   SOLE   3,158,300 0 0
ENCORE CAP GROUP INC NOTE 3.000%11/2 292554AD4 5,256 5,000,000 PRN   SOLE   5,000,000 0 0
ENCORE CAP GROUP INC NOTE 3.000% 7/0 292554AF9 6,394 7,500,000 PRN   SOLE   7,500,000 0 0
ENVESTNET INC COM 29404K106 104 3,500 SH Call SOLE   3,500 0 0
FAIRCHILD SEMICONDUCTOR INTL COM 303726103 81,022 3,912,195 SH   SOLE   3,912,195 0 0
HEALTH NET INC COM 42222G108 82,166 1,200,210 SH   SOLE   1,200,210 0 0
HEARTLAND PMT SYS INC COM 42235N108 6,372 67,200 SH   SOLE   67,200 0 0
HUMANA INC COM 444859102 178,268 998,645 SH   SOLE   998,645 0 0
INLAND REAL ESTATE CORP COM NEW 457461200 5,414 509,785 SH   SOLE   509,785 0 0
JARDEN CORP COM 471109108 69,184 1,211,200 SH   SOLE   1,211,200 0 0
KLA-TENCOR CORP COM 482480100 99,177 1,430,088 SH   SOLE   1,430,088 0 0
KEURIG GREEN MTN INC COM 49271M100 180 2,000 SH Call SOLE   2,000 0 0
KEURIG GREEN MTN INC COM 49271M100 88,054 978,600 SH   SOLE   978,600 0 0
OCATA THERAPEUTICS INC COM 67457L100 20,288 2,409,553 SH   SOLE   2,409,553 0 0
OFFICE DEPOT INC COM 676220106 57,594 10,211,675 SH   SOLE   10,211,675 0 0
OFFICE DEPOT INC COM 676220106 1,424 252,400 SH Call SOLE   252,400 0 0
OFFICE DEPOT INC COM 676220106 1,430 253,600 SH Put SOLE   253,600 0 0
PMC-SIERRA INC COM 69344F106 106,392 9,155,958 SH   SOLE   9,155,958 0 0
PEPCO HOLDINGS INC COM 713291102 47,081 1,810,100 SH   SOLE   1,810,100 0 0
PINNACLE ENTMT INC COM 723456109 27,874 895,700 SH   SOLE   895,700 0 0
PRECISION CASTPARTS CORP COM 740189105 159,901 689,200 SH   SOLE   689,200 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 49,760 683,421 SH   SOLE   683,421 0 0
RITE AID CORP COM 767754104 52,240 6,663,300 SH   SOLE   6,663,300 0 0
SANDISK CORP COM 80004C101 55,511 730,500 SH   SOLE   730,500 0 0
SEQUENTIAL BRNDS GROUP INC N COM 81734P107 1,132 143,070 SH   SOLE   143,070 0 0
SOLARWINDS INC COM 83416B109 33,420 567,400 SH   SOLE   567,400 0 0
SOLERA HOLDINGS INC COM 83421A104 48,848 890,900 SH   SOLE   890,900 0 0
STANCORP FINL GROUP INC COM 852891100 94,498 829,804 SH   SOLE   829,804 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 56,740 819,000 SH   SOLE   819,000 0 0
SUNEDISON INC COM 86732Y109 1,701 334,200 SH   SOLE   334,200 0 0
SYMETRA FINL CORP COM 87151Q106 22,579 710,700 SH   SOLE   710,700 0 0
TIME WARNER CABLE INC COM 88732J207 86,448 465,800 SH   SOLE   465,800 0 0
VERISIGN INC SDCV 3.250% 8/1 92343EAD4 32,287 12,609,000 PRN   SOLE   12,609,000 0 0
VIVINT SOLAR INC COM 92854Q106 6,903 722,032 SH   SOLE   722,032 0 0
WESCO INTL INC DBCV 6.000% 9/1 95082PAH8 15,583 10,070,000 PRN   SOLE   10,070,000 0 0
WILLIAMS COS INC DEL COM 969457100 23,063 897,400 SH   SOLE   897,400 0 0
YAHOO INC COM 984332106 3,625 109,000 SH Call SOLE   109,000 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 77,856 2,869,723 SH   SOLE   2,869,723 0 0
ALLERGAN PLC SHS G0177J108 56,750 181,600 SH   SOLE   181,600 0 0
AVOLON HLDGS LTD COM G52237107 9,417 304,178 SH   SOLE   304,178 0 0
KING DIGITAL ENTMT PLC ORD SHS G5258J109 29,562 1,653,340 SH   SOLE   1,653,340 0 0
PARTNERRE LTD COM G6852T105 21,096 150,967 SH   SOLE   150,967 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 1,452 10,000 SH Put SOLE   10,000 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 12,880 943,587 SH   SOLE   943,587 0 0