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
ALERE INC COM 01449J105 6,805 198,100 SH   SOLE   198,100 0 0
AMC NETWORKS INC CL A 00164V103 5,108 69,900 SH   SOLE   69,900 0 0
AMERCO COM 023586100 1,161 5,000 SH   SOLE   5,000 0 0
ANADARKO PETE CORP COM 032511107 3,501 41,300 SH   SOLE   41,300 0 0
AOL INC COM 00184X105 9,086 207,574 SH   SOLE   207,574 0 0
CAESARS ACQUISITION CO CL A 12768T103 3,743 263,400 SH   SOLE   263,400 0 0
CBS CORP NEW CL B 124857202 2,410 39,000 SH   SOLE   39,000 0 0
COLFAX CORP COM 194014106 6,734 94,400 SH   SOLE   94,400 0 0
CROCS INC COM 227046109 5,521 353,900 SH   SOLE   353,900 0 0
CUMULUS MEDIA INC CL A 231082108 1,853 267,800 SH   SOLE   267,800 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 2,306 33,500 SH   SOLE   33,500 0 0
DISH NETWORK CORP CL A 25470M109 1,170 18,800 SH   SOLE   18,800 0 0
GANNETT INC COM 364730101 1,325 48,000 SH   SOLE   48,000 0 0
HOSPIRA INC COM 441060100 14,467 334,501 SH   SOLE   334,501 0 0
ISHARES MSCI JAPAN ETF 464286848 4,287 378,400 SH   SOLE   378,400 0 0
KEYW HLDG CORP COM 493723100 8,682 464,013 SH   SOLE   464,013 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 7,624 194,800 SH   SOLE   194,800 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 6,619 159,100 SH   SOLE   159,100 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 6,477 159,100 SH   SOLE   159,100 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 11,583 401,200 SH   SOLE   401,200 0 0
LIN MEDIA LLC CL A COM 532771102 6,326 238,700 SH   SOLE   238,700 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 2,318 98,200 SH   SOLE   98,200 0 0
NMI HLDGS INC CL A 629209305 1,758 150,000 SH   SOLE   150,000 0 0
NOKIA CORP SPONSORED ADR 654902204 4,352 592,900 SH   SOLE   592,900 0 0
OCWEN FINL CORP COM NEW 675746309 3,565 91,000 SH   SOLE   91,000 0 0
QEP RES INC COM 74733V100 1,045 35,500 SH   SOLE   35,500 0 0
SELECT MED HLDGS CORP COM 81619Q105 11,254 903,900 SH   SOLE   903,900 0 0
SHUTTERFLY INC COM 82568P304 922 21,600 SH   SOLE   21,600 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 8,544 212,800 SH   SOLE   212,800 0 0
SPRINT CORP COM SER 1 85207U105 2,320 252,500 SH   SOLE   252,500 0 0
STONEGATE MTG CORP COM 86181Q300 557 37,500 SH   SOLE   37,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,218 43,400 SH   SOLE   43,400 0 0
TIME WARNER CABLE INC COM 88732J207 5,981 43,600 SH   SOLE   43,600 0 0
TW TELECOM INC COM 87311L104 1,450 46,400 SH   SOLE   46,400 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 2,030 15,400 SH   SOLE   15,400 0 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857W308 3,449 93,708 SH   SOLE   93,708 0 0
WALGREEN CO COM 931422109 6,015 91,100 SH   SOLE   91,100 0 0
WASTE CONNECTIONS INC COM 941053100 1,307 29,800 SH   SOLE   29,800 0 0
WELLS FARGO & CO NEW COM 949746101 8,341 167,700 SH   SOLE   167,700 0 0