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 |
| ACTIVISION BLIZZARD INC CMN | COM | 00507V109 | 10,135 | 503,000 | SH | SOLE | 503,000 | 0 | 0 | ||
| ACXIOM CORP | COM | 5125109 | 2,356 | 120,196 | SH | SOLE | 120,196 | 0 | 0 | ||
| APOLLO EDUCATION GROUP, INC CMN CLASS A | COM | 037604105 | 5,081 | 148,939 | SH | SOLE | 148,939 | 0 | 0 | ||
| BRUNSWICK CORP. CMN | COM | 117043109 | 9,451 | 184,368 | SH | SOLE | 184,368 | 0 | 0 | ||
| CAESARSTONE SDOT YAM ORD SHS | ORD SHS | M20598104 | 6,114 | 102,396 | SH | SOLE | 102,396 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | CALL | 00507V109 | 2,015 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| HARLEY-DAVIDSON INC | CALL | 412822108 | 3,296 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| COOPER COMPANIES INC (NEW) CMN | COM | 216648402 | 9,077 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
| DEANS FOODS CO CMN | COM | 242370203 | 8,218 | 424,040 | SH | SOLE | 424,040 | 0 | 0 | ||
| DIRECTV ORD SHS | COM | 25490A309 | 3,034 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| DISCOVERY COMMUNICATIONS INC. | COM | 25470F104 | 9,296 | 269,850 | SH | SOLE | 269,850 | 0 | 0 | ||
| DISH NETWORK CORPORATION CMN CLASS A | COM | 25470M109 | 7,863 | 107,872 | SH | SOLE | 107,872 | 0 | 0 | ||
| ECHOSTAR CORPORATION CMN | COM | 278768106 | 9,352 | 178,133 | SH | SOLE | 178,133 | 0 | 0 | ||
| GNC HOLDINGS INC. CMN CLASS A | COM | 36191G107 | 4,273 | 91,000 | SH | SOLE | 91,000 | 0 | 0 | ||
| GOOGLE INC. | COM | 38259P508 | 6,368 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| H & R BLOCK INC. CMN | COM | 093671105 | 8,420 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| HARLEY-DAVIDSON INC CMN | COM | 412822108 | 10,084 | 153,000 | SH | SOLE | 153,000 | 0 | 0 | ||
| JARDEN CORPORATION CMN | COM | 471109108 | 4,783 | 99,891 | SH | SOLE | 99,891 | 0 | 0 | ||
| LIBERTY BROADBAND CORP CMN CLASS C | COM | 530307305 | 6,285 | 126,150 | SH | SOLE | 126,150 | 0 | 0 | ||
| LIBERTY TRIPADVISOR HLDGS INC CMN SERIES A | COM | 531465102 | 5,550 | 206,323 | SH | SOLE | 206,323 | 0 | 0 | ||
| LIBERTY VENTURES SRS | LBT VENT COM A | 53071M880 | 6,625 | 178,300 | SH | SOLE | 178,300 | 0 | 0 | ||
| LORAL SPACE &COMMUNICATION INC*. CMN | COM | 543881106 | 5,711 | 72,556 | SH | SOLE | 72,556 | 0 | 0 | ||
| MAGNACHIP SEMICONDUCT ADR | COM | 55933J203 | 6,035 | 468,234 | SH | SOLE | 468,234 | 0 | 0 | ||
| MENS WEARHOUSE INC (THE) CMN | COM | 587118100 | 5,276 | 119,500 | SH | SOLE | 119,500 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD SHS | SHS | G60754101 | 5,608 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| OUTERWALL ORD SHS | COM | 690070107 | 8,487 | 118,662 | SH | SOLE | 118,662 | 0 | 0 | ||
| AMBARELLA INC | PUT | G037AX101 | 5,072 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| CONNS INC | PUT | 208242107 | 5,607 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| LIBERTY BROADBAND CORPORATION | RTS 01/09/2015 | 530307115 | 278 | 29,230 | SH | SOLE | 29,230 | 0 | 0 | ||
| SERVICE CORP INTL | COM | 817565104 | 7,650 | 339,700 | SH | SOLE | 339,700 | 0 | 0 | ||
| SIERRA WIRELESS INC | COM | 826516106 | 2,877 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| TOWER SEMICONDUCTOR LTD CMN | COM | M87915274 | 3,799 | 284,972 | SH | SOLE | 284,972 | 0 | 0 | ||