ALERE INC COM 01449J105 3393 89300 SH SOLE 89300 0 0 AMERCO COM 023586100 1421 5000 SH SOLE 5000 0 0 AOL INC COM 00184X105 5516 119474 SH SOLE 119474 0 0 BAIDU INC SPON ADR REP A 056752108 5882 25800 SH SOLE 25800 0 0 DISH NETWORK CORP CL A 25470M109 6225 85400 SH SOLE 85400 0 0 EBAY INC COM 278642103 3665 65300 SH SOLE 65300 0 0 EHEALTH INC COM 28238P109 2426 97369 SH SOLE 97369 0 0 ENDO INTL PLC SHS G30401106 4053 56200 SH SOLE 56200 0 0 HOSPIRA INC COM 441060100 9769 159501 SH SOLE 159501 0 0 LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 8148 165000 SH SOLE 165000 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 4714 93900 SH SOLE 93900 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 4324 89500 SH SOLE 89500 0 0 SELECT MED HLDGS CORP COM 81619Q105 10896 756700 SH SOLE 756700 0 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 2733 19100 SH SOLE 19100 0 0