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
3-D SYS CORP DEL COM NEW 88554D205 2,036 43,000 SH Put SOLE NONE 43,000 0 0
ASHLAND INC NEW COM 044209104 3,593 36,120 SH   SOLE NONE 36,120 0 0
ASHLAND INC NEW COM 044209104 1,797 18,600 SH Call SOLE NONE 18,600 0 0
BLACKHAWK NETWORK HLDGS INC CL A 09238E104 3,559 145,937 SH   SOLE NONE 145,937 0 0
BLACKHAWK NETWORK HLDGS INC CL A 09238E104 1,200 50,000 SH Call SOLE NONE 50,000 0 0
CLIFFS NAT RES INC COM 18683K101 161,767 7,906,520 SH   SOLE NONE 7,906,520 0 0
COMMONWEALTH REIT COM SH BEN INT 203233101 2,376 93,500 SH Call SOLE NONE 93,500 0 0
GENCORP INC COM 368682100 3,519 200,400 SH Call SOLE NONE 200,400 0 0
GENERAL MTRS CO COM 37045V100 3,362 97,500 SH Call SOLE NONE 97,500 0 0
HILLSHIRE BRANDS CO COM 432589109 3,683 103,300 SH Call SOLE NONE 103,300 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 2,843 42,900 SH Call SOLE NONE 42,900 0 0
ITT EDUCATIONAL SERVICES INC COM 45068B109 559 20,700 SH Call SOLE NONE 20,700 0 0
ITT EDUCATIONAL SERVICES INC COM 45068B109 540 20,000 SH Put SOLE NONE 20,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 796 20,000 SH Call SOLE NONE 20,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 3,689 90,628 SH   SOLE NONE 90,628 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 3,717 57,038 SH   SOLE NONE 57,038 0 0
OCWEN FINL CORP COM NEW 675746309 4,813 127,000 SH Call SOLE NONE 127,000 0 0
SCORPIO BULKERS INC SHS Y7546A106 2,234 221,000 SH   SOLE NONE 221,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 13,182 70,000 SH Put SOLE NONE 70,000 0 0
STARWOOD PPTY TR INC COM 85571B105 4,970 210,662 SH   SOLE NONE 210,662 0 0
STARWOOD WAYPOINT RESIDENTL COM SHS 85571W109 4,369 151,770 SH   SOLE NONE 151,770 0 0
TESSERA TECHNOLOGIES INC COM 88164L100 2,448 103,580 SH   SOLE NONE 103,580 0 0
TESSERA TECHNOLOGIES INC COM 88164L100 2,618 119,400 SH Call SOLE NONE 119,400 0 0
TIME WARNER CABLE INC COM 88732J207 5,234 37,000 SH Call SOLE NONE 37,000 0 0
TWITTER INC COM 90184L102 1,442 37,000 SH Put SOLE NONE 37,000 0 0
URS CORP NEW COM 903236107 1,677 35,600 SH Call SOLE NONE 35,600 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 4,346 32,500 SH Call SOLE NONE 32,500 0 0
VEEVA SYS INC CL A COM 922475108 1,462 76,100 SH Put SOLE NONE 76,100 0 0
VIVUS INC COM 928551100 122 23,500 SH Call SOLE NONE 23,500 0 0