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
AGL RES INC COM 001204106 6,166 101,020 SH   SOLE 101,020 0 0
ALTERA CORP COM 021441100 11,252 224,681 SH   SOLE 224,681 0 0
AMGEN INC COM 031162100 1,560 11,276 SH   SOLE 11,276 0 0
BAKER HUGHES INC COM 057224107 6,058 116,413 SH   SOLE 116,413 0 0
BLOCK H & R INC COM 093671105 2,760 76,235 SH   SOLE 76,235 0 0
BROADCOM CORP CL A 111320107 12,914 251,100 SH   SOLE 251,100 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 4,932 80,435 SH   SOLE 80,435 0 0
CYTEC INDS INC COM 232820100 2,298 31,118 SH   SOLE 31,118 0 0
DEALERTRACK TECHNOLOGIES INC COM 242309102 15,394 243,737 SH   SOLE 243,737 0 0
DEPOMED INC COM 249908104 943 50,000 SH Call SOLE 50,000 0 0
DEPOMED INC COM 249908104 1,341 71,138 SH   SOLE 71,138 0 0
HCC INS HLDGS INC COM 404132102 12,471 160,981 SH   SOLE 160,981 0 0
HEALTH NET INC COM 42222G108 3,571 59,307 SH   SOLE 59,307 0 0
HUDSON CITY BANCORP COM 443683107 7,585 745,861 SH   SOLE 745,861 0 0
HUMANA INC COM 444859102 8,155 45,560 SH   SOLE 45,560 0 0
JUNIPER NETWORKS INC COM 48203R104 2,164 84,190 SH   SOLE 84,190 0 0
KYTHERA BIOPHARMACEUTICALS INC COM 501570105 2,497 33,300 SH   SOLE 33,300 0 0
LIFEPOINT HOSPITALS INC COM 53219L109 217 3,070 SH   SOLE 3,070 0 0
PERRIGO CO PLC SHS G97822103 7,706 49,000 SH   SOLE 49,000 0 0
PINNACLE ENTMT INC COM 723456109 5,548 163,936 SH   SOLE 163,936 0 0
PRECISION CASTPARTS CORP COM 740189105 13,608 59,239 SH   SOLE 59,239 0 0
SOLERA HOLDINGS INC COM 83421A104 11,308 209,401 SH   SOLE 209,401 0 0
STRATEGIC HOTELS & RESORTS INC COM 86272T106 4,665 338,300 SH   SOLE 338,300 0 0
SYNGENTA AG SPONSORED ADR 87160A100 510 8,000 SH   SOLE 8,000 0 0
TEREX CORP NEW COM 880779103 1,380 76,942 SH   SOLE 76,942 0 0
TIME WARNER CABLE INC COM 88732J207 11,939 66,559 SH   SOLE 66,559 0 0
WESTERN UN CO COM 959802109 2,899 157,883 SH   SOLE 157,883 0 0
XOOM CORP COM 98419Q101 624 25,100 SH   SOLE 25,100 0 0
YAHOO INC COM 984332106 940 32,520 SH   SOLE 32,520 0 0
ZULILY INC CL A 989774104 355 20,394 SH   SOLE 20,394 0 0