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
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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 67,248 301,495 SH   SOLE   301,495 0 0
AERCAP HOLDINGS NV SHS N00985106 33,231 725,573 SH   SOLE   725,573 0 0
ALLERGAN INC COM 018490102 16,922 100,000 SH Call SOLE   100,000 0 0
ALLERGAN INC COM 018490102 86,165 509,192 SH   SOLE   509,192 0 0
AV HOMES INC COM 00234P102 3,082 188,498 SH   SOLE   188,498 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 60,286 380,639 SH   SOLE   380,639 0 0
CIRCOR INTL INC COM 17273K109 36,665 475,365 SH   SOLE   475,365 0 0
DISH NETWORK CORP CL A 25470M109 36,382 559,028 SH   SOLE   559,028 0 0
ENDO INTL PLC SHS G30401106 11,903 170,000 SH Call SOLE   170,000 0 0
ENDO INTL PLC SHS G30401106 39,137 558,937 SH   SOLE   558,937 0 0
FAMILY DLR STORES INC COM 307000109 33,070 500,000 SH   SOLE   500,000 0 0
FOREST LABS INC COM 345838106 30,607 309,161 SH   SOLE   309,161 0 0
HERBALIFE LTD COM USD SHS G4412G101 3,630 56,245 SH   SOLE   56,245 0 0
HILLTOP HOLDINGS INC COM 432748101 12,690 596,884 SH   SOLE   596,884 0 0
POST HLDGS INC COM 737446104 81,815 1,607,050 SH   SOLE   1,607,050 0 0
RETAIL OPPORTUNITY INVTS COR *W EXP 10/23/2014 76131N119 2,138 570,135 SH   SOLE   570,135 0 0
U S SILICA HLDGS INC COM 90346E103 44,740 807,000 SH   SOLE   807,000 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 92,315 731,960 SH   SOLE   731,960 0 0
WALGREEN CO COM 931422109 13,428 181,141 SH   SOLE   181,141 0 0