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
BOEING CO COM 097023105 89,038 869,171 SH   SOLE   869,171 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 6,009 197,400 SH   SOLE   197,400 0 0
COINSTAR INC COM 19259P300 25,103 427,795 SH   SOLE   427,795 0 0
COMMONWEALTH REIT COM SH BEN INT 203233101 67,051 2,900,126 SH   SOLE   2,900,126 0 0
DISH NETWORK CORP CL A 25470M109 118,525 2,787,502 SH   SOLE   2,787,502 0 0
EQUINIX INC COM NEW 29444U502 47,485 257,067 SH   SOLE   257,067 0 0
FOREST OIL CORP COM PAR $0.01 346091705 38,263 9,355,317 SH   SOLE   9,355,317 0 0
GNC HLDGS INC COM CL A 36191G107 42,570 962,900 SH   SOLE   962,900 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 117,245 4,727,604 SH   SOLE   4,727,604 0 0
HESS CORP COM 42809H107 75,291 1,132,373 SH   SOLE   1,132,373 0 0
IRON MTN INC COM 462846106 34,030 1,278,845 SH   SOLE   1,278,845 0 0
KAMADA LTD SHS M6240T109 2,664 238,700 SH   SOLE   238,700 0 0
LEAP WIRELESS INTL INC COM NEW 521863308 26,492 3,936,426 SH   SOLE   3,936,426 0 0
LONE PINE RES INC COM 54222A106 2,016 6,109,533 SH   SOLE   6,109,533 0 0
MACYS INC COM 55616P104 38,621 804,600 SH   SOLE   804,600 0 0
METLIFE INC COM 59156R108 86,832 1,897,549 SH   SOLE   1,897,549 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 9,467 427,400 SH   SOLE   427,400 0 0
PRECISION CASTPARTS CORP COM 740189105 83,553 369,688 SH   SOLE   369,688 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 365,758 2,280,000 SH Call SOLE   2,280,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 123,868 5,766,686 SH   SOLE   5,766,686 0 0
SPRINT NEXTEL CORP COM SER 1 852061100 281,587 40,112,152 SH   SOLE   40,112,152 0 0
THE ADT CORPORATION COM 00101J106 57,719 1,448,400 SH   SOLE   1,448,400 0 0
VISTEON CORP COM NEW 92839U206 35,012 554,686 SH   SOLE   554,686 0 0
YAHOO INC COM 984332106 113,796 4,528,300 SH   SOLE   4,528,300 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 2,936 153,000 SH   SOLE   153,000 0 0
YRC WORLDWIDE INC NOTE 10.000% 3/3 984249AB8 2,126 2,096,274 PRN   SOLE   2,096,274 0 0