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 9,212 41,300 SH   SOLE   41,300 0 0
ALBANY MOLECULAR RESH INC COM 012423109 1,149 57,100 SH   SOLE   57,100 0 0
ALERE INC COM 01449J105 8,060 215,400 SH   SOLE   215,400 0 0
ALLY FINL INC COM 02005N100 598 25,000 SH   SOLE   25,000 0 0
AMC NETWORKS INC CL A 00164V103 4,298 69,900 SH   SOLE   69,900 0 0
AMERCO COM 023586100 1,454 5,000 SH   SOLE   5,000 0 0
AOL INC COM 00184X105 12,831 322,474 SH   SOLE   322,474 0 0
BAIDU INC SPON ADR REP A 056752108 4,820 25,800 SH   SOLE   25,800 0 0
CAESARS ACQUISITION CO CL A 12768T103 2,949 238,400 SH   SOLE   238,400 0 0
CBS CORP NEW CL B 124857202 2,423 39,000 SH   SOLE   39,000 0 0
CHURCHILL DOWNS INC COM 171484108 1,180 13,100 SH   SOLE   13,100 0 0
COLFAX CORP COM 194014106 7,037 94,400 SH   SOLE   94,400 0 0
CROCS INC COM 227046109 5,319 353,900 SH   SOLE   353,900 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 8,281 114,500 SH   SOLE   114,500 0 0
DISH NETWORK CORP CL A 25470M109 1,224 18,800 SH   SOLE   18,800 0 0
ENDO INTL PLC SHS G30401106 8,276 118,200 SH   SOLE   118,200 0 0
GLOBAL PMTS INC COM 37940X102 2,419 33,200 SH   SOLE   33,200 0 0
GLOBALSTAR INC COM 378973408 5,321 1,251,900 SH   SOLE   1,251,900 0 0
HOSPIRA INC COM 441060100 17,183 334,501 SH   SOLE   334,501 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 2,298 33,200 SH   SOLE   33,200 0 0
KEYW HLDG CORP COM 493723100 4,446 353,713 SH   SOLE   353,713 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 8,554 194,800 SH   SOLE   194,800 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 8,305 187,800 SH   SOLE   187,800 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 6,732 159,100 SH   SOLE   159,100 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 8,834 300,900 SH   SOLE   300,900 0 0
LIN MEDIA LLC CL A COM 532771102 6,505 238,700 SH   SOLE   238,700 0 0
MONSANTO CO NEW COM 61166W101 7,971 63,900 SH   SOLE   63,900 0 0
NMI HLDGS INC CL A 629209305 1,575 150,000 SH   SOLE   150,000 0 0
NOKIA CORP SPONSORED ADR 654902204 4,482 592,900 SH   SOLE   592,900 0 0
SELECT MED HLDGS CORP COM 81619Q105 14,101 903,900 SH   SOLE   903,900 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 9,055 212,800 SH   SOLE   212,800 0 0
SPRINT CORP COM SER 1 85207U105 3,885 455,400 SH   SOLE   455,400 0 0
STONEGATE MTG CORP COM 86181Q300 523 37,500 SH   SOLE   37,500 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 971 7,700 SH   SOLE   7,700 0 0