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
ACTAVIS PLC SHS G0083B108 4,872 29,000 SH Call SOLE   29,000 0 0
ACTAVIS PLC SHS G0083B108 6,826 40,630 SH   SOLE   40,630 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 71 2,815 SH   SOLE   2,815 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 3,055 121,000 SH Call SOLE   121,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 5,706 111,770 SH   SOLE   111,770 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 6,734 113,120 SH   SOLE   113,120 0 0
COLFAX CORP COM 194014106 6,526 102,460 SH   SOLE   102,460 0 0
CONCHO RES INC COM 20605P101 6,533 60,490 SH   SOLE   60,490 0 0
EBAY INC COM 278642103 5,685 103,610 SH   SOLE   103,610 0 0
ENDO HEALTH SOLUTIONS INC COM 29264F205 9,535 141,340 SH   SOLE   141,340 0 0
GRACE W R & CO DEL NEW COM 38388F108 6,584 66,590 SH   SOLE   66,590 0 0
HILLTOP HOLDINGS INC COM 432748101 7,877 340,570 SH   SOLE   340,570 0 0
ICONIX BRAND GROUP INC COM 451055107 4,605 116,000 SH Call SOLE   116,000 0 0
ICONIX BRAND GROUP INC COM 451055107 6,761 170,290 SH   SOLE   170,290 0 0
JARDEN CORP COM 471109108 7,230 117,850 SH   SOLE   117,850 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 7,236 85,820 SH   SOLE   85,820 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 4,517 153,900 SH   SOLE   153,900 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 7,059 197,170 SH   SOLE   197,170 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 1,826 51,000 SH Call SOLE   51,000 0 0
SEALED AIR CORP NEW COM 81211K100 6,566 192,820 SH   SOLE   192,820 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 7,203 90,660 SH   SOLE   90,660 0 0
TESORO CORP COM 881609101 8,172 139,690 SH   SOLE   139,690 0 0
TESORO CORP COM 881609101 4,797 82,000 SH Call SOLE   82,000 0 0
TRANSDIGM GROUP INC COM 893641100 7,600 47,200 SH   SOLE   47,200 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 5,852 49,850 SH   SOLE   49,850 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 6,740 91,470 SH   SOLE   91,470 0 0