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
ADOBE SYS INC COM 00724F101 3,875 58,943 SH   SOLE   58,943 0 0
ALLISON TRANSM COM 01973R101 3,446 115,081 SH   SOLE   115,081 0 0
ALTISOURCE RES COM 02153W100 9,883 313,139 SH   SOLE   313,139 0 0
ALTISOURCE ASS COM 02153X108 126,556 117,765 SH   SOLE   117,765 0 0
AUTOZONE INC COM 053332102 12,729 23,700 SH   SOLE   23,700 0 0
BLOCK H & R IN COM 093671105 3,144 104,150 SH   SOLE   104,150 0 0
CBS CORP NEW COM 124857202 18,623 301,342 SH   SOLE   301,342 0 0
CABOT OIL & GA COM 127097103 4,861 143,481 SH   SOLE   143,481 0 0
CANADIAN PAC R COM 13645T100 20,173 134,100 SH   SOLE   134,100 0 0
CHENIERE ENERG COM 16411R208 13,339 241,000 SH   SOLE   241,000 0 0
CIRCOR INTL IN COM 17273K109 6,724 91,695 SH   SOLE   91,695 0 0
COMCAST CORP N COM 20030N101 12,949 258,775 SH   SOLE   258,775 0 0
DIAMONDBACK EN COM 25278X109 7,680 114,100 SH   SOLE   114,100 0 0
DISH NETWORK C COM 25470M109 9,288 149,300 SH   SOLE   149,300 0 0
EQT CORP COM 26884L109 40,569 418,363 SH   SOLE   418,363 0 0
ESTERLINE TECH COM 297425100 18,421 172,905 SH   SOLE   172,905 0 0
FLEETCOR TECHN COM 339041105 25,805 224,200 SH   SOLE   224,200 0 0
GOOGLE INC COM 38259P508 12,371 11,100 SH   SOLE   11,100 0 0
GRACE W R & CO COM 38388F108 28,671 289,113 SH   SOLE   289,113 0 0
HALLIBURTON CO COM 406216101 14,063 238,800 SH   SOLE   238,800 0 0
HOWARD HUGHES COM 44267D107 7,575 53,082 SH   SOLE   53,082 0 0
LADDER CAP COR COM 505743104 7,935 420,276 SH   SOLE   420,276 0 0
LIBERTY INTERA COM 53071M104 5,947 206,000 SH   SOLE   206,000 0 0
LIBERTY INTERA COM 53071M880 33,273 255,300 SH   SOLE   255,300 0 0
NORTHSTAR RLTY COM 66704R100 39,198 2,428,600 SH   SOLE   2,428,600 0 0
PRICELINE COM COM 741503403 7,895 6,624 SH   SOLE   6,624 0 0
QUIKSILVER INC COM 74838C106 4,681 623,266 SH   SOLE   623,266 0 0
QUINPARIO ACQU WTS 74874R116 300 492,600 SH Call SOLE   492,600 0 0
SEALED AIR COR COM 81211K100 6,837 208,000 SH   SOLE   208,000 0 0
SEMGROUP CORP COM 81663A105 657 10,000 SH   SOLE   10,000 0 0
TJX COS INC NE COM 872540109 1,570 25,885 SH   SOLE   25,885 0 0
TIME WARNER IN COM 887317303 17,522 268,200 SH   SOLE   268,200 0 0
TRANSDIGM GROU COM 893641100 14,594 78,800 SH   SOLE   78,800 0 0
VALEANT PHARMA COM 91911K102 33,419 253,500 SH   SOLE   253,500 0 0
WATSCO INC COM 942622200 6,734 67,400 SH   SOLE   67,400 0 0
WILLIAMS COS I COM 969457100 15,063 371,200 SH   SOLE   371,200 0 0
ACTAVIS PLC CMN COM G0083b108 27,144 131,862 SH   SOLE   131,862 0 0
ENDO INTL PLC COM G30401106 20,011 291,500 SH   SOLE   291,500 0 0
LIBERTY GLOBAL COM G5480U104 6,211 149,300 SH   SOLE   149,300 0 0
LIBERTY GLOBAL COM G5480U120 23,893 586,900 SH   SOLE   586,900 0 0
CONSTELLIUM NV COM N22035104 440 15,000 SH   SOLE   15,000 0 0