The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ALLERGAN INC | COM | 018490102 | 19,224 | 90,429 | SH | SOLE | 90,429 | 0 | 0 | ||
| AMERICAN RLTY CAP PPTYS INC | COM | 02917T104 | 2,908 | 321,377 | SH | SOLE | 321,377 | 0 | 0 | ||
| AUXILIUM PHARMACEUTICALS INC | COM | 05334D107 | 19,718 | 573,434 | SH | SOLE | 573,434 | 0 | 0 | ||
| AVANIR PHARMACEUTICALS INC | COM | 05348P401 | 1,161 | 68,500 | SH | SOLE | 68,500 | 0 | 0 | ||
| B/E AEROSPACE INC | COM | 073302101 | 3,954 | 68,156 | SH | SOLE | 68,156 | 0 | 0 | ||
| CUBIST PHARMACEUTICALS INC | COM | 229678107 | 8,475 | 84,204 | SH | SOLE | 84,204 | 0 | 0 | ||
| CAREFUSION CORP | COM | 14170T101 | 6,527 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| COVIDIEN PLC | COM | G2554F113 | 19,686 | 192,472 | SH | SOLE | 192,472 | 0 | 0 | ||
| COMMUNITY HEALTH SYS INC NEW | RTS | 203668116 | 28 | 1,116,225 | SH | SOLE | 1,116,225 | 0 | 0 | ||
| DISH NETWORK CORP | COM | 25470M109 | 4,009 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| DRESSER-RAND GROUP INC | COM | 261608103 | 16,210 | 198,164 | SH | SOLE | 198,164 | 0 | 0 | ||
| DIGITAL RIV INC | COM | 25388B104 | 7,839 | 316,999 | SH | SOLE | 316,999 | 0 | 0 | ||
| DIRECTV | COM | 25490A309 | 22,542 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| FAMILY DLR STORES INC | COM | 307000109 | 16,124 | 203,564 | SH | SOLE | 203,564 | 0 | 0 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 5,507 | 192,743 | SH | SOLE | 192,743 | 0 | 0 | ||
| INTERNATIONAL GAME TECHNOLOG | COM | 459902102 | 16,143 | 935,816 | SH | SOLE | 935,816 | 0 | 0 | ||
| KLX INC | COM | 482539103 | 1,406 | 34,078 | SH | SOLE | 34,078 | 0 | 0 | ||
| LAMAR ADVERTISING CO NEW | COM | 512816109 | 2,152 | 40,125 | SH | SOLE | 40,125 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | COM | G5480U112 | 14,838 | 307,143 | SH | SOLE | 307,143 | 0 | 0 | ||
| LORILLARD INC | COM | 544147101 | 3,147 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 1,784 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| RIVERBED TECHNOLOGY INC | COM | 768573107 | 5,165 | 253,058 | SH | SOLE | 253,058 | 0 | 0 | ||
| SPRINT CORP | COM | 85207U105 | 519 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| SALIX PHARMACEUTICALS INC | COM | 795435106 | 4,023 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| STARWOOD WAYPOINT RESIDENTL | COM | 85571W109 | 2,241 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| SAFEWAY INC | COM | 786514208 | 4,390 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 2,876 | 106,747 | SH | SOLE | 106,747 | 0 | 0 | ||
| TRW AUTOMOTIVE HLDGS CORP | COM | 87264S106 | 16,868 | 164,009 | SH | SOLE | 164,009 | 0 | 0 | ||
| VODAFONE GROUP PLC NEW | COM | 92857W308 | 2,238 | 65,500 | SH | SOLE | 65,500 | 0 | 0 | ||
| VOLCANO CORPORATION | COM | 928645100 | 2,540 | 142,061 | SH | SOLE | 142,061 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 4,118 | 81,519 | SH | SOLE | 81,519 | 0 | 0 | ||
| ZILLOW INC | COM | 98954A107 | 3,580 | 33,812 | SH | SOLE | 33,812 | 0 | 0 | ||