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
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 3,700 56,300 SH   SOLE   56,300 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 41,184 921,333 SH   SOLE   921,333 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 11,175 250,000 SH Put SOLE   250,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 15,793 215,838 SH   SOLE   215,838 0 0
ARBITRON INC COM 03875Q108 30,113 648,287 SH   SOLE   648,287 0 0
ASIAINFO-LINKAGE INC COM 04518A104 3,462 300,000 SH Call SOLE   300,000 0 0
ASIAINFO-LINKAGE INC COM 04518A104 17,246 1,494,442 SH   SOLE   1,494,442 0 0
AVALONBAY CMNTYS INC COM 053484101 7,420 55,000 SH   SOLE   55,000 0 0
BELO CORP COM SER A 080555105 1,395 100,000 SH   SOLE   100,000 0 0
BERRY PETE CO CL A 085789105 12,789 302,200 SH   SOLE   302,200 0 0
BMC SOFTWARE INC COM 055921100 27,078 600,000 SH   SOLE   600,000 0 0
CAPLEASE INC COM 140288101 4,220 500,000 SH   SOLE   500,000 0 0
CINEMARK HOLDINGS INC COM 17243V102 2,652 95,000 SH   SOLE   95,000 0 0
CNH GLOBAL N V SHS NEW N20935206 27,748 666,066 SH   SOLE   666,066 0 0
COLONIAL PPTYS TR COM SH BEN INT 195872106 1,134 47,000 SH   SOLE   47,000 0 0
COOPER TIRE & RUBR CO COM 216831107 29,853 900,000 SH   SOLE   900,000 0 0
COPART INC COM 217204106 1,478 48,000 SH   SOLE   48,000 0 0
CROWN CASTLE INTL CORP COM 228227104 22,648 312,860 SH   SOLE   312,860 0 0
DELL INC COM 24702R101 56,736 4,257,870 SH   SOLE   4,257,870 0 0
DISH NETWORK CORP CL A 25470M109 55,880 1,314,198 SH   SOLE   1,314,198 0 0
DISH NETWORK CORP CL A 25470M109 53,150 1,250,000 SH Put SOLE   1,250,000 0 0
DOLE FOOD CO INC NEW COM 256603101 3,034 237,972 SH   SOLE   237,972 0 0
ELAN PLC ADR 284131208 2,828 200,000 SH Call SOLE   200,000 0 0
ELAN PLC ADR 284131208 73,781 5,217,900 SH   SOLE   5,217,900 0 0
ENERNOC INC COM 292764107 15,235 1,148,966 SH   SOLE   1,148,966 0 0
ENERNOC INC COM 292764107 1,350 101,800 SH Call SOLE   101,800 0 0
EPR PPTYS CONV PFD 9% SR E 26884U307 2,589 80,921 SH   SOLE   80,921 0 0
EQUINIX INC COM NEW 29444U502 9,550 51,700 SH   SOLE   51,700 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 8,222 104,621 SH   SOLE   104,621 0 0
ESSEX PPTY TR INC COM 297178105 2,543 16,000 SH   SOLE   16,000 0 0
FOREST LABS INC COM 345838106 2,004 48,875 SH   SOLE   48,875 0 0
HILLSHIRE BRANDS CO COM 432589109 3,227 97,540 SH   SOLE   97,540 0 0
HOME PROPERTIES INC COM 437306103 1,569 24,000 SH   SOLE   24,000 0 0
LEAR CORP COM NEW 521865204 899 14,864 SH   SOLE   14,864 0 0
LENDER PROCESSING SVCS INC COM 52602E102 37,096 1,146,719 SH   SOLE   1,146,719 0 0
LENNAR CORP CL B 526057302 4,763 168,000 SH   SOLE   168,000 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 88,125 695,208 SH   SOLE   695,208 0 0
LIFE TECHNOLOGIES CORP COM 53217V109 74,000 1,000,000 SH   SOLE   1,000,000 0 0
LINNCO LLC COMSHS LTD INT 535782106 8,021 215,200 SH Put SOLE   215,200 0 0
MARCUS CORP COM 566330106 3,060 240,549 SH   SOLE   240,549 0 0
MCGRAW HILL FINL INC COM 580645109 20,010 376,200 SH   SOLE   376,200 0 0
MCGRAW HILL FINL INC COM 580645109 5,319 100,000 SH Call SOLE   100,000 0 0
MID-AMER APT CMNTYS INC COM 59522J103 9,691 143,000 SH   SOLE   143,000 0 0
NATIONAL BK GREECE S A ADR PRF SER A 633643507 195 16,200 SH   SOLE   16,200 0 0
NAVISTAR INTL CORP NEW COM 63934E108 9,022 325,000 SH Put SOLE   325,000 0 0
NVR INC COM 62944T105 10,442 11,325 SH   SOLE   11,325 0 0
NYSE EURONEXT COM 629491101 28,057 677,716 SH   SOLE   677,716 0 0
PFIZER INC COM 717081103 55,604 1,985,141 SH   SOLE   1,985,141 0 0
PFIZER INC COM 717081103 56,020 2,000,000 SH Put SOLE   2,000,000 0 0
POWER ONE INC NEW COM 73930R102 10,744 1,700,000 SH   SOLE   1,700,000 0 0
REALOGY HLDGS CORP COM 75605Y106 49,449 1,029,340 SH   SOLE   1,029,340 0 0
REALOGY HLDGS CORP COM 75605Y106 26,422 550,000 SH Put SOLE   550,000 0 0
RUE21 INC COM 781295100 4,161 100,000 SH   SOLE   100,000 0 0
SAVIENT PHARMACEUTICALS INC NOTE 4.750% 2/0 80517QAA8 1,016 5,000,000 PRN   SOLE   5,000,000 0 0
SAVIENT PHARMACEUTICALS INC COM 80517Q100 584 1,042,436 SH   SOLE   1,042,436 0 0
SBA COMMUNICATIONS CORP COM 78388J106 11,489 155,000 SH   SOLE   155,000 0 0
SELECT INCOME REIT COM SH BEN INT 81618T100 2,740 97,700 SH   SOLE   97,700 0 0
SMITHFIELD FOODS INC COM 832248108 68,775 2,100,000 SH   SOLE   2,100,000 0 0
SONY CORP ADR NEW 835699307 3,814 180,000 SH   SOLE   180,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 32,084 200,000 SH Put SOLE   200,000 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 2,108 63,000 SH   SOLE   63,000 0 0
TAUBMAN CTRS INC COM 876664103 4,509 60,000 SH   SOLE   60,000 0 0
TEXTRON INC COM 883203101 5,210 200,000 SH Call SOLE   200,000 0 0
TIME WARNER CABLE INC COM 88732J207 5,624 50,000 SH Call SOLE   50,000 0 0
T-MOBILE US INC COM 872590104 35,975 1,450,000 SH Put SOLE   1,450,000 0 0
T-MOBILE US INC COM 872590104 18,608 750,000 SH Call SOLE   750,000 0 0
T-MOBILE US INC COM 872590104 44,754 1,803,866 SH   SOLE   1,803,866 0 0
TW TELECOM INC COM 87311L104 15,992 568,292 SH   SOLE   568,292 0 0
VENTAS INC COM 92276F100 1,528 22,000 SH   SOLE   22,000 0 0
VIACOM INC NEW CL A 92553P102 226 3,300 SH   SOLE   3,300 0 0
VISTEON CORP COM NEW 92839U206 31,560 500,000 SH   SOLE   500,000 0 0
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 24,077 837,600 SH Call SOLE   837,600 0 0
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 217 7,554 SH   SOLE   7,554 0 0
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 15,810 550,000 SH Put SOLE   550,000 0 0
WARNER CHILCOTT PLC IRELAND SHS A G94368100 40,813 2,050,000 SH   SOLE   2,050,000 0 0
WMS INDS INC COM 929297109 24,145 946,490 SH   SOLE   946,490 0 0
YAHOO INC COM 984332106 38,484 1,531,400 SH Put SOLE   1,531,400 0 0
YAHOO INC COM 984332106 8,032 319,600 SH   SOLE   319,600 0 0
ZOETIS INC CL A 98978V103 15,479 501,099 SH   SOLE   501,099 0 0
ZOETIS INC CL A 98978V103 15,445 500,000 SH Put SOLE   500,000 0 0