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
AMERICAN INTL GROUP INC COM NEW 026874784 15,205 278,579 SH   SOLE   278,579 0 0
BARRICK GOLD CORP COM 067901108 17,774 971,267 SH   SOLE   971,267 0 0
CASTLE A M & CO COM 148411101 15,072 1,365,219 SH   SOLE   1,365,219 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 39,871 551,308 SH   SOLE   551,308 0 0
ECHOSTAR CORP CL A 278768106 29,219 551,919 SH   SOLE   551,919 0 0
ENDO INTL PLC SHS G30401106 56,703 809,814 SH   SOLE   809,814 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 27,587 984,195 SH   SOLE   984,195 0 0
INSYS THERAPEUTICS INC NEW COM NEW 45824V209 2,330 74,595 SH   SOLE   74,595 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 15,235 518,890 SH   SOLE   518,890 0 0
LINKEDIN CORP COM CL A 53578A108 23,591 137,582 SH   SOLE   137,582 0 0
ORACLE CORP COM 68389X105 2,213 54,602 SH   SOLE   54,602 0 0
PARKWAY PPTYS INC COM 70159Q104 2,796 135,407 SH   SOLE   135,407 0 0
STEWART INFORMATION SVCS COR COM 860372101 50,164 1,617,666 SH   SOLE   1,617,666 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 14,640 459,234 SH   SOLE   459,234 0 0
THERAVANCE INC COM 88338T104 7,617 255,790 SH   SOLE   255,790 0 0
WRIGHT MED GROUP INC COM 98235T107 28,463 906,480 SH   SOLE   906,480 0 0