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
ALLISON TRANSMISSION HLDGS I COM 01973R101 175,554 5,644,834 SH   SOLE   5,644,834 0 0
CALPINE CORP COM NEW 131347304 316,007 13,272,049 SH   SOLE   13,272,049 0 0
CBS CORP NEW CL B 124857202 411,065 6,615,150 SH   SOLE   6,615,150 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 114,727 724,375 SH   SOLE   724,375 0 0
COMMSCOPE HLDG CO INC COM 20337X109 175,137 7,571,870 SH   SOLE   7,571,870 0 0
ENDO INTL PLC SHS G30401106 165,053 2,357,228 SH   SOLE   2,357,228 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 54,695 1,610,091 SH   SOLE   1,610,091 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 109,473 2,475,651 SH   SOLE   2,475,651 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 104,326 2,465,751 SH   SOLE   2,465,751 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 234,976 8,003,284 SH   SOLE   8,003,284 0 0
NOKIA CORP SPONSORED ADR 654902204 22,387 2,961,200 SH   SOLE   2,961,200 0 0
OCWEN FINL CORP COM NEW 675746309 141,128 3,803,994 SH   SOLE   3,803,994 0 0
OCWEN FINL CORP COM NEW 675746309 3,217 86,700 SH Call SOLE   86,700 0 0
OMNICARE INC COM 681904108 138,301 2,077,528 SH   SOLE   2,077,528 0 0
REALOGY HLDGS CORP COM 75605Y106 85,797 2,275,166 SH   SOLE   2,275,166 0 0
SIRIUS XM HLDGS INC COM 82968B103 183,446 53,019,100 SH   SOLE   53,019,100 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 421,789 3,294,200 SH Call SOLE   3,294,200 0 0
TRIANGLE PETE CORP COM NEW 89600B201 41,873 3,563,619 SH   SOLE   3,563,619 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 492,231 3,902,877 SH   SOLE   3,902,877 0 0
WALGREEN CO COM 931422109 220,457 2,973,923 SH   SOLE   2,973,923 0 0