ALERE INC COM 01449J105 6805 198100 SH SOLE 198100 0 0 AMC NETWORKS INC CL A 00164V103 5108 69900 SH SOLE 69900 0 0 AMERCO COM 023586100 1161 5000 SH SOLE 5000 0 0 ANADARKO PETE CORP COM 032511107 3501 41300 SH SOLE 41300 0 0 AOL INC COM 00184X105 9086 207574 SH SOLE 207574 0 0 CAESARS ACQUISITION CO CL A 12768T103 3743 263400 SH SOLE 263400 0 0 CBS CORP NEW CL B 124857202 2410 39000 SH SOLE 39000 0 0 COLFAX CORP COM 194014106 6734 94400 SH SOLE 94400 0 0 CROCS INC COM 227046109 5521 353900 SH SOLE 353900 0 0 CUMULUS MEDIA INC CL A 231082108 1853 267800 SH SOLE 267800 0 0 DAVITA HEALTHCARE PARTNERS I COM 23918K108 2306 33500 SH SOLE 33500 0 0 DISH NETWORK CORP CL A 25470M109 1170 18800 SH SOLE 18800 0 0 GANNETT INC COM 364730101 1325 48000 SH SOLE 48000 0 0 HOSPIRA INC COM 441060100 14467 334501 SH SOLE 334501 0 0 ISHARES MSCI JAPAN ETF 464286848 4287 378400 SH SOLE 378400 0 0 KEYW HLDG CORP COM 493723100 8682 464013 SH SOLE 464013 0 0 LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 7624 194800 SH SOLE 194800 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 6619 159100 SH SOLE 159100 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 6477 159100 SH SOLE 159100 0 0 LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 11583 401200 SH SOLE 401200 0 0 LIN MEDIA LLC CL A COM 532771102 6326 238700 SH SOLE 238700 0 0 MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 2318 98200 SH SOLE 98200 0 0 NMI HLDGS INC CL A 629209305 1758 150000 SH SOLE 150000 0 0 NOKIA CORP SPONSORED ADR 654902204 4352 592900 SH SOLE 592900 0 0 OCWEN FINL CORP COM NEW 675746309 3565 91000 SH SOLE 91000 0 0 QEP RES INC COM 74733V100 1045 35500 SH SOLE 35500 0 0 SELECT MED HLDGS CORP COM 81619Q105 11254 903900 SH SOLE 903900 0 0 SHUTTERFLY INC COM 82568P304 922 21600 SH SOLE 21600 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 8544 212800 SH SOLE 212800 0 0 SPRINT CORP COM SER 1 85207U105 2320 252500 SH SOLE 252500 0 0 STONEGATE MTG CORP COM 86181Q300 557 37500 SH SOLE 37500 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 5218 43400 SH SOLE 43400 0 0 TIME WARNER CABLE INC COM 88732J207 5981 43600 SH SOLE 43600 0 0 TW TELECOM INC COM 87311L104 1450 46400 SH SOLE 46400 0 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 2030 15400 SH SOLE 15400 0 0 VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857W308 3449 93708 SH SOLE 93708 0 0 WALGREEN CO COM 931422109 6015 91100 SH SOLE 91100 0 0 WASTE CONNECTIONS INC COM 941053100 1307 29800 SH SOLE 29800 0 0 WELLS FARGO & CO NEW COM 949746101 8341 167700 SH SOLE 167700 0 0