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
ACTAVIS PLC SHS G0083B108 4,970 20,600 SH   SOLE   20,600 0 0
ALERE INC COM 01449J105 4,619 119,100 SH   SOLE   119,100 0 0
AMERCO COM 023586100 1,309 5,000 SH   SOLE   5,000 0 0
AOL INC COM 00184X105 16,972 377,574 SH   SOLE   377,574 0 0
APPLIED MATLS INC COM 038222105 3,177 147,000 SH   SOLE   147,000 0 0
BAIDU INC SPON ADR REP A 056752108 5,630 25,800 SH   SOLE   25,800 0 0
CHURCHILL DOWNS INC COM 171484108 9,637 98,840 SH   SOLE   98,840 0 0
CROCS INC COM 227046109 1,320 104,900 SH   SOLE   104,900 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 6,700 91,600 SH   SOLE   91,600 0 0
DISH NETWORK CORP CL A 25470M109 5,515 85,400 SH   SOLE   85,400 0 0
ENDO INTL PLC SHS G30401106 9,561 139,900 SH   SOLE   139,900 0 0
GLOBALSTAR INC COM 378973408 2,866 783,000 SH   SOLE   783,000 0 0
HOSPIRA INC COM 441060100 17,404 334,501 SH   SOLE   334,501 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 8,908 194,800 SH   SOLE   194,800 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 5,326 125,200 SH   SOLE   125,200 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 4,893 119,300 SH   SOLE   119,300 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 5,108 179,100 SH   SOLE   179,100 0 0
SELECT MED HLDGS CORP COM 81619Q105 10,847 901,700 SH   SOLE   901,700 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 2,506 19,100 SH   SOLE   19,100 0 0