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
AMERCO COM 023586100 23,331 71,369 SH   SOLE   71,369 0 0
BGC PARTNERS INC CL A 05541T101 4,884 558,134 SH   SOLE   558,134 0 0
CHASE CORP COM 16150R104 285 7,165 SH   SOLE   7,165 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 24,962 408,616 SH   SOLE   408,616 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 8,919 141,635 SH   SOLE   141,635 0 0
DEX MEDIA INC NEW COM 25213A107 90 123,673 SH   SOLE   123,673 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 2,494 21,494 SH   SOLE   21,494 0 0
FIRST SOUTH BANCORP INC VA COM 33646W100 193 24,415 SH   SOLE   24,415 0 0
GULF COAST ULTRA DEEP RTY TR ROYALTY TR UNT 40222T104 13 19,058 SH   SOLE   19,058 0 0
JONES LANG LASALLE INC COM 48020Q107 38,265 223,773 SH   SOLE   223,773 0 0
KORN FERRY INTL COM NEW 500643200 17,280 496,966 SH   SOLE   496,966 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 22,858 404,215 SH   SOLE   404,215 0 0
MARKIT LTD SHS G58249106 21,288 832,543 SH   SOLE   832,543 0 0
MCGRAW HILL FINL INC COM 580645109 21,805 217,072 SH   SOLE   217,072 0 0
MILLER HERMAN INC COM 600544100 10,611 366,796 SH   SOLE   366,796 0 0
MORGANS HOTEL GROUP CO COM 61748W108 281 41,690 SH   SOLE   41,690 0 0
PAREXEL INTL CORP COM 699462107 6,370 99,054 SH   SOLE   99,054 0 0
PREMIER EXHIBITIONS INC COM NEW 74051E201 518 116,321 SH   SOLE   116,321 0 0
PRICELINE GRP INC COM NEW 741503403 14,412 12,517 SH   SOLE   12,517 0 0
ROVI CORP COM 779376102 3,278 205,500 SH Put SOLE   205,500 0 0
SMARTPROS LTD COM 83171G103 299 171,102 SH   SOLE   171,102 0 0
SOTHEBYS COM 835898107 21,303 470,883 SH   SOLE   470,883 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 3,264 52,229 SH   SOLE   52,229 0 0
TRINET GROUP INC COM 896288107 15,349 605,468 SH   SOLE   605,468 0 0
TWITTER INC COM 90184L102 4,970 137,222 SH   SOLE   137,222 0 0
UNITEDHEALTH GROUP INC COM 91324P102 21,793 178,631 SH   SOLE   178,631 0 0
WEBSTER FINL CORP CONN COM 947890109 557 14,087 SH   SOLE   14,087 0 0
ZAIS FINL CORP COM 98886K108 2,169 134,149 SH   SOLE   134,149 0 0