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 5,958 24,695 SH   SOLE   24,695 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 1,649 88,560 SH   SOLE   88,560 0 0
ALERE INC PERP PFD CONV SE 01449J204 6,212 19,153 SH   SOLE   19,153 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 5,912 343,513 SH   SOLE   343,513 0 0
CARMIKE CINEMAS INC COM 143436400 11,297 364,660 SH   SOLE   364,660 0 0
CHENIERE ENERGY INC COM NEW 16411R208 11,521 143,961 SH   SOLE   143,961 0 0
CLEAR CHANNEL OUTDOOR HLDGS CL A 18451C109 1,427 211,681 SH   SOLE   211,681 0 0
COLONY FINL INC COM 19624R106 5,123 228,903 SH   SOLE   228,903 0 0
DISH NETWORK CORP CL A 25470M109 2,684 41,557 SH   SOLE   41,557 0 0
EXTERRAN HLDGS INC COM 30225X103 17,466 394,167 SH   SOLE   394,167 0 0
GAIN CAP HLDGS INC COM 36268W100 701 109,976 SH   SOLE   109,976 0 0
GNC HLDGS INC COM CL A 36191G107 5,847 150,938 SH   SOLE   150,938 0 0
INVESTORS BANCORP INC NEW COM 46146L101 12,694 1,253,115 SH   SOLE   1,253,115 0 0
ISHARES IBOXX HI YD ETF 464288513 13,793 150,000 SH Put SOLE   150,000 0 0
LAS VEGAS SANDS CORP COM 517834107 1,555 25,000 SH Put SOLE   25,000 0 0
LIFE TIME FITNESS INC COM 53217R207 7,089 140,550 SH   SOLE   140,550 0 0
MCDONALDS CORP COM 580135101 18,962 200,000 SH Call SOLE   200,000 0 0
MCDONALDS CORP COM 580135101 7,305 77,049 SH   SOLE   77,049 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 2,606 135,809 SH   SOLE   135,809 0 0
MEDASSETS INC COM 584045108 9,656 466,013 SH   SOLE   466,013 0 0
MEDTRONIC INC COM 585055106 11,273 181,971 SH   SOLE   181,971 0 0
MEDTRONIC INC COM 585055106 6 100 SH Call SOLE   100 0 0
MONTAGE TECHNOLOGY GROUP LTD SHS G6209T105 1,176 56,300 SH Put SOLE   56,300 0 0
NCR CORP NEW COM 62886E108 5,817 174,100 SH   SOLE   174,100 0 0
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 8,835 500,000 SH Call SOLE   500,000 0 0
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 14,578 825,011 SH   SOLE   825,011 0 0
RADIAN GROUP INC COM 750236101 16,654 1,167,852 SH   SOLE   1,167,852 0 0
RCS CAP CORP COM CL A 74937W102 14,476 642,787 SH   SOLE   642,787 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 18,717 95,000 SH Put SOLE   95,000 0 0
TRANSCANADA CORP COM 89353D107 5,789 112,346 SH   SOLE   112,346 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 1,086 66,000 SH   SOLE   66,000 0 0
TRIPLE-S MGMT CORP CL B 896749108 2,987 150,114 SH   SOLE   150,114 0 0
VISTEON CORP COM NEW 92839U206 12,487 128,400 SH   SOLE   128,400 0 0
VITAMIN SHOPPE INC COM 92849E101 5,975 134,612 SH   SOLE   134,612 0 0
WINTHROP RLTY TR SH BEN INT NEW 976391300 11,460 760,456 SH   SOLE   760,456 0 0