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
BLOCK H & R INC COM 093671105 7,252 200,334 SH   SOLE   200,334 0 0
CF INDS HLDGS INC COM 125269100 1,962 43,700 SH   SOLE   43,700 0 0
CISCO SYS INC COM 17275R102 1,313 50,000 SH   SOLE   50,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 1,112 26,000 SH   SOLE   26,000 0 0
DR REDDYS LABS LTD ADR 256135203 3,196 50,000 SH   SOLE   50,000 0 0
EPIQ SYS INC COM 26882D109 258 20,000 SH   SOLE   20,000 0 0
EXTERRAN HLDGS INC COM 30225X103 1,625 90,293 SH   SOLE   90,293 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 9,164 150,000 SH   SOLE   150,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 957 216,000 SH Put SOLE   216,000 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 3,872 55,000 SH   SOLE   55,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 600 222,900 SH Put SOLE   222,900 0 0
RADWARE LTD ORD M81873107 9,355 575,330 SH   SOLE   575,330 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 31,171 291,700 SH   SOLE   291,700 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,433 402,500 SH Put SOLE   402,500 0 0
VEREIT INC COM 92339V100 20,638 2,673,254 SH   SOLE   2,673,254 0 0
VIVUS INC COM 928551100 7,717 4,705,425 SH   SOLE   4,705,425 0 0
WEBSTER FINL CORP CONN COM 947890109 5,864 164,568 SH   SOLE   164,568 0 0