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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AMERICAN HOMES 4 RENTCL A02665T3061,21175,000SH SOLE 75,00000
AMERICAN INTL GROUP INCCOM NEW0268747844,75697,800SH SOLE 97,80000
AMERICAN INTL GROUP INC*W EXP 01/19/20202687415646024,295SH SOLE 24,29500
ANADARKO PETE CORPCOM0325111079,531102,500SH SOLE 102,50000
APPLE INCCOM0378331002,2414,700SH SOLE 4,70000
CBS CORP NEWCL B1248572022,15139,000SH SOLE 39,00000
CF INDS HLDGS INCCOM1252691005,75627,300SH SOLE 27,30000
CHARTER COMMUNICATIONS INC DCL A NEW16117M3057,89758,600SH SOLE 58,60000
COLFAX CORPCOM1940141064,19774,300SH SOLE 74,30000
COMMONWEALTH REITCOM SH BEN INT2032331012,918133,200SH SOLE 133,20000
DISH NETWORK CORPCL A25470M1097,904175,600SH SOLE 175,60000
ENDO HEALTH SOLUTIONS INCCOM29264F2055,226115,000SH SOLE 115,00000
FLAGSTAR BANCORP INCCOM PAR .0013379307053,356227,400SH SOLE 227,40000
GRACE W R & CO DEL NEWCOM38388F1085656,460SH SOLE 6,46000
HOSPIRA INCCOM44106010010,299262,601SH SOLE 262,60100
KINDER MORGAN INC DEL*W EXP 05/25/20149456B119762153,400SH SOLE 153,40000
LEVEL 3 COMMUNICATIONS INCCOM NEW52729N3088,949335,300SH SOLE 335,30000
LIBERTY GLOBAL PLCSHS CL AG5480U1046,47581,600SH SOLE 81,60000
LIBERTY INTERACTIVE CORPINT COM SER A53071M1049,416401,200SH SOLE 401,20000
MBIA INCCOM55262C1001,784174,400SH SOLE 174,40000
MONDELEZ INTL INCCL A60920710553717,100SH SOLE 17,10000
NEWS CORP NEWCL B65249B20876046,274SH SOLE 46,27400
OMNICARE INCCOM6819041083,11956,200SH SOLE 56,20000
PACIFIC SUNWEAR CALIF INCCOM6948731009030,000SH SOLE 30,00000
PEPSICO INCCOM7134481086,77385,200SH SOLE 85,20000
PRIMUS TELECOMMUNICATIONS GRCOM7419293011,666491,385SH SOLE 491,38500
RESOLUTE FST PRODS INCCOM76117W1093,459261,667SH SOLE 261,66700
SERVICE CORP INTLCOM8175651041,16262,400SH SOLE 62,40000
SHUTTERFLY INCCOM82568P3048,667155,100SH SOLE 155,10000
SIRIUS XM RADIO INCCOM82967N1082,525651,600SH SOLE 651,60000
SIX FLAGS ENTMT CORP NEWCOM83001A1027,191212,800SH SOLE 212,80000
SPECTRUM BRANDS HLDGS INCCOM84763R1013,56954,200SH SOLE 54,20000
SPRINT CORPCOM SER 185207U1052,181350,700SH SOLE 350,70000
TEMPUR SEALY INTL INCCOM88023U1012,83564,500SH SOLE 64,50000
THERMO FISHER SCIENTIFIC INCCOM8835561026,34968,900SH SOLE 68,90000
TIME WARNER CABLE INCCOM88732J2077,29965,400SH SOLE 65,40000
TW TELECOM INCCOM87311L10459720,000SH SOLE 20,00000
VALEANT PHARMACEUTICALS INTLCOM91911K10212,895123,600SH SOLE 123,60000
VODAFONE GROUP PLC NEWSPONS ADR NEW92857W2092,86781,500SH SOLE 81,50000
WALGREEN COCOM9314221097,349136,600SH SOLE 136,60000
WASTE CONNECTIONS INCCOM9410531001,35329,800SH SOLE 29,80000
WELLPOINT INCCOM94973V1072,61731,300SH SOLE 31,30000