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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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
ALLEGION PUB LTD CO ORD SHS G0176J109 33,533 642,761 SH   SOLE   642,761 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 30,828 1,664,600 SH   SOLE   1,664,600 0 0
ANADARKO PETE CORP COM 032511107 21,190 250,000 SH Call SOLE   250,000 0 0
ANADARKO PETE CORP COM 032511107 42,380 500,000 SH   SOLE   500,000 0 0
AVON PRODS INC COM 054303102 18,300 1,250,000 SH Call SOLE   1,250,000 0 0
CF INDS HLDGS INC COM 125269100 26,064 100,000 SH Call SOLE   100,000 0 0
CF INDS HLDGS INC COM 125269100 48,896 187,600 SH   SOLE   187,600 0 0
DANA HLDG CORP COM 235825205 69,810 3,000,000 SH   SOLE   3,000,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 33,930 500,000 SH   SOLE   500,000 0 0
DEMANDWARE INC COM 24802Y105 12,812 200,000 SH   SOLE   200,000 0 0
DIRECTV COM 25490A309 84,062 1,100,000 SH   SOLE   1,100,000 0 0
DISH NETWORK CORP CL A 25470M109 62,210 1,000,000 SH   SOLE   1,000,000 0 0
GOOGLE INC CL A 38259P508 22,290 20,000 SH   SOLE   20,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 21,590 2,125,000 SH   SOLE   2,125,000 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 53,280 2,000,000 SH   SOLE   2,000,000 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 35,695 500,000 SH   SOLE   500,000 0 0
KATE SPADE & CO COM 485865109 101,998 2,750,000 SH   SOLE   2,750,000 0 0
LAMAR ADVERTISING CO CL A 512815101 13,308 261,000 SH Call SOLE   261,000 0 0
LOGITECH INTL S A SHS H50430232 22,335 1,500,000 SH   SOLE   1,500,000 0 0
MICRON TECHNOLOGY INC COM 595112103 47,320 2,000,000 SH   SOLE   2,000,000 0 0
NETAPP INC COM 64110D104 44,280 1,200,000 SH   SOLE   1,200,000 0 0
NEWELL RUBBERMAID INC COM 651229106 59,800 2,000,000 SH   SOLE   2,000,000 0 0
NRG ENERGY INC COM NEW 629377508 63,600 2,000,000 SH Call SOLE   2,000,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 33,816 575,000 SH   SOLE   575,000 0 0
OIL STS INTL INC COM 678026105 19,720 200,000 SH Call SOLE   200,000 0 0
OMNICARE INC COM 681904108 35,993 603,200 SH   SOLE   603,200 0 0
ORACLE CORP COM 68389X105 40,910 1,000,000 SH   SOLE   1,000,000 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 32,266 2,350,000 SH   SOLE   2,350,000 0 0
SPRINT CORP COM SER 1 85207U105 13,785 1,500,000 SH   SOLE   1,500,000 0 0
T-MOBILE US INC COM 872590104 33,030 1,000,000 SH   SOLE   1,000,000 0 0
TENNECO INC COM 880349105 31,939 550,000 SH   SOLE   550,000 0 0
TEREX CORP NEW COM 880779103 32,747 739,200 SH   SOLE   739,200 0 0
THERAVANCE INC COM 88338T104 6,203 200,500 SH   SOLE   200,500 0 0
TIFFANY & CO NEW COM 886547108 43,075 500,000 SH   SOLE   500,000 0 0
TRW AUTOMOTIVE HLDGS CORP COM 87264S106 32,648 400,000 SH   SOLE   400,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 19,182 600,000 SH   SOLE   600,000 0 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857W308 35,137 954,544 SH   SOLE   954,544 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 14,440 500,000 SH   SOLE   500,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 31,160 1,000,000 SH   SOLE   1,000,000 0 0