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
YAMANA GOLD INC COM 98462Y100 1,600 579,890 SH   SOLE   579,890 0 0
DEVRY ED GROUP INC COM 251893103 12,556 354,185 SH   SOLE   354,185 0 0
KINROSS GOLD CORP COM NO PAR 496902404 1,742 496,329 SH   SOLE   496,329 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 7,021 510,615 SH   SOLE   510,615 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 413 101,447 SH   SOLE   101,447 0 0
UNISYS CORP COM NEW 909214306 4,675 335,131 SH   SOLE   335,131 0 0
VONAGE HLDGS CORP COM 92886T201 4,484 709,435 SH   SOLE   709,435 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 5,361 35,400 SH Put SOLE   35,400 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 39,486 332,600 SH Call SOLE   332,600 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 21,004 89,100 SH Put SOLE   89,100 0 0
STAMPS COM INC COM NEW 852857200 11,764 99,400 SH Put SOLE   99,400 0 0
TRANSDIGM GROUP INC COM 893641100 17,789 80,800 SH Put SOLE   80,800 0 0