ACTAVIS PLC SHS G0083B108 4970 20600 SH SOLE 20600 0 0 ALERE INC COM 01449J105 4619 119100 SH SOLE 119100 0 0 AMERCO COM 023586100 1309 5000 SH SOLE 5000 0 0 AOL INC COM 00184X105 16972 377574 SH SOLE 377574 0 0 APPLIED MATLS INC COM 038222105 3177 147000 SH SOLE 147000 0 0 BAIDU INC SPON ADR REP A 056752108 5630 25800 SH SOLE 25800 0 0 CHURCHILL DOWNS INC COM 171484108 9637 98840 SH SOLE 98840 0 0 CROCS INC COM 227046109 1320 104900 SH SOLE 104900 0 0 DAVITA HEALTHCARE PARTNERS I COM 23918K108 6700 91600 SH SOLE 91600 0 0 DISH NETWORK CORP CL A 25470M109 5515 85400 SH SOLE 85400 0 0 ENDO INTL PLC SHS G30401106 9561 139900 SH SOLE 139900 0 0 GLOBALSTAR INC COM 378973408 2866 783000 SH SOLE 783000 0 0 HOSPIRA INC COM 441060100 17404 334501 SH SOLE 334501 0 0 LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 8908 194800 SH SOLE 194800 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 5326 125200 SH SOLE 125200 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 4893 119300 SH SOLE 119300 0 0 LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 5108 179100 SH SOLE 179100 0 0 SELECT MED HLDGS CORP COM 81619Q105 10847 901700 SH SOLE 901700 0 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 2506 19100 SH SOLE 19100 0 0