ACTAVIS PLC SHS G0083B108 9212 41300 SH SOLE 41300 0 0 ALBANY MOLECULAR RESH INC COM 012423109 1149 57100 SH SOLE 57100 0 0 ALERE INC COM 01449J105 8060 215400 SH SOLE 215400 0 0 ALLY FINL INC COM 02005N100 598 25000 SH SOLE 25000 0 0 AMC NETWORKS INC CL A 00164V103 4298 69900 SH SOLE 69900 0 0 AMERCO COM 023586100 1454 5000 SH SOLE 5000 0 0 AOL INC COM 00184X105 12831 322474 SH SOLE 322474 0 0 BAIDU INC SPON ADR REP A 056752108 4820 25800 SH SOLE 25800 0 0 CAESARS ACQUISITION CO CL A 12768T103 2949 238400 SH SOLE 238400 0 0 CBS CORP NEW CL B 124857202 2423 39000 SH SOLE 39000 0 0 CHURCHILL DOWNS INC COM 171484108 1180 13100 SH SOLE 13100 0 0 COLFAX CORP COM 194014106 7037 94400 SH SOLE 94400 0 0 CROCS INC COM 227046109 5319 353900 SH SOLE 353900 0 0 DAVITA HEALTHCARE PARTNERS I COM 23918K108 8281 114500 SH SOLE 114500 0 0 DISH NETWORK CORP CL A 25470M109 1224 18800 SH SOLE 18800 0 0 ENDO INTL PLC SHS G30401106 8276 118200 SH SOLE 118200 0 0 GLOBAL PMTS INC COM 37940X102 2419 33200 SH SOLE 33200 0 0 GLOBALSTAR INC COM 378973408 5321 1251900 SH SOLE 1251900 0 0 HOSPIRA INC COM 441060100 17183 334501 SH SOLE 334501 0 0 IAC INTERACTIVECORP COM PAR $.001 44919P508 2298 33200 SH SOLE 33200 0 0 KEYW HLDG CORP COM 493723100 4446 353713 SH SOLE 353713 0 0 LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 8554 194800 SH SOLE 194800 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 8305 187800 SH SOLE 187800 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 6732 159100 SH SOLE 159100 0 0 LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 8834 300900 SH SOLE 300900 0 0 LIN MEDIA LLC CL A COM 532771102 6505 238700 SH SOLE 238700 0 0 MONSANTO CO NEW COM 61166W101 7971 63900 SH SOLE 63900 0 0 NMI HLDGS INC CL A 629209305 1575 150000 SH SOLE 150000 0 0 NOKIA CORP SPONSORED ADR 654902204 4482 592900 SH SOLE 592900 0 0 SELECT MED HLDGS CORP COM 81619Q105 14101 903900 SH SOLE 903900 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 9055 212800 SH SOLE 212800 0 0 SPRINT CORP COM SER 1 85207U105 3885 455400 SH SOLE 455400 0 0 STONEGATE MTG CORP COM 86181Q300 523 37500 SH SOLE 37500 0 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 971 7700 SH SOLE 7700 0 0