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
AETNA INC NEW COM 00817Y108 260,474 4,099,376 SH   SOLE   3,989,995 109,381 0
AGRIUM INC COM 008916108 985,230 11,329,696 SH   SOLE   11,329,696 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 65,420 3,511,547 SH   SOLE   3,415,584 95,963 0
ASHLAND INC NEW COM 044209104 477,780 5,721,916 SH   SOLE   5,721,916 0 0
BOEING CO COM 097023105 199,223 1,944,775 SH   SOLE   1,892,882 51,893 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 30,658 247,542 SH   SOLE   240,938 6,604 0
COMMONWEALTH REIT COM SH BEN INT 203233101 68,335 2,955,686 SH   SOLE   2,874,913 80,773 0
COMMONWEALTH REIT COM SH BEN INT 203233101 2,296 99,300 SH Call SOLE   0 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 27,865 594,394 SH   SOLE   578,530 15,864 0
COPART INC COM 217204106 254,444 8,261,185 SH   SOLE   8,039,843 221,342 0
COTY INC COM CL A 222070203 5,424 315,725 SH   SOLE   307,097 8,628 0
EASTMAN CHEM CO COM 277432100 193,058 2,757,581 SH   SOLE   2,684,007 73,574 0
ELAN PLC ADR 284131208 2,926 206,923 SH   SOLE   201,498 5,425 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 1,581 26,435 SH   SOLE   26,435 0 0
EQUINIX INC COM NEW 29444U502 74,605 403,879 SH   SOLE   393,050 10,829 0
EXPEDIA INC DEL COM NEW 30212P303 162,547 2,702,361 SH   SOLE   2,630,263 72,098 0
FIFTH & PAC COS INC COM 316645100 60,853 2,723,964 SH   SOLE   2,649,524 74,440 0
GOLAR LNG LTD BERMUDA SHS G9456A100 30,708 962,946 SH   SOLE   936,631 26,315 0
GROUPON INC COM CL A 399473107 299,866 35,072,006 SH   SOLE   34,136,836 935,170 0
GROUPON INC COM CL A 399473107 29,348 3,432,500 SH Put SOLE   3,346,500 86,000 0
HEALTH MGMT ASSOC INC NEW CL A 421933102 305,754 19,450,000 SH   SOLE   18,931,895 518,105 0
HOLOGIC INC COM 436440101 1,930 100,000 SH   SOLE   97,264 2,736 0
IRON MTN INC COM 462846106 2,741 103,000 SH Call SOLE   0 0 0
ISHARES TR RUSSELL 2000 464287655 516,467 5,324,400 SH Put SOLE   5,183,100 141,300 0
KINDER MORGAN INC DEL COM 49456B101 2,135 55,968 SH   SOLE   55,968 0 0
KINDER MORGAN INC DEL W EXP 05/25/201 49456B119 23,417 4,573,576 SH   SOLE   4,453,656 119,920 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 204,740 2,408,419 SH   SOLE   2,343,035 65,384 0
MCDERMOTT INTL INC COM 580037109 49,637 6,068,071 SH   SOLE   5,953,630 114,441 0
OFFICE DEPOT INC COM 676220106 7,740 2,000,000 SH   SOLE   1,945,963 54,037 0
OIL STS INTL INC COM 678026105 487,523 5,262,553 SH   SOLE   5,262,553 0 0
PBF ENERGY INC CL A 69318G106 57,790 2,231,287 SH   SOLE   2,170,032 61,255 0
QEP RES INC COM 74733V100 241,773 8,703,143 SH   SOLE   8,525,243 177,900 0
SAFEWAY INC COM NEW 786514208 29,128 1,231,128 SH   SOLE   1,198,278 32,850 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 39,670 1,000,000 SH Put SOLE   972,800 27,200 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,864 11,620 SH   SOLE   11,620 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,156,243 7,207,600 SH Put SOLE   7,017,300 190,300 0
SUPERVALU INC COM 868536103 83,033 13,349,412 SH   SOLE   12,984,601 364,811 0
TD AMERITRADE HLDG CORP COM 87236Y108 230 9,475 SH   SOLE   9,221 254 0
TEEKAY CORPORATION COM Y8564W103 78,246 1,925,826 SH   SOLE   1,873,197 52,629 0
URS CORP NEW COM 903236107 227,251 4,812,598 SH   SOLE   4,684,197 128,401 0
VERISIGN INC COM 92343E102 192,272 4,305,230 SH   SOLE   4,190,368 114,862 0
VISTEON CORP COM NEW 92839U206 139,432 2,208,997 SH   SOLE   2,150,060 58,937 0
WALGREEN CO COM 931422109 8,840 200,000 SH Put SOLE   200,000 0 0