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
3-D SYS CORP DEL COM NEW 88554D205 85,523 920,300 SH Put SOLE   0 920,300 0
AEROFLEX HLDG CORP COM 007767106 11,938 1,836,672 SH   SOLE   0 1,836,672 0
AEROPOSTALE COM 007865108 36,154 3,977,292 SH   SOLE   0 3,977,292 0
ALERE INC COM 01449J105 137,076 3,786,623 SH   SOLE   0 3,786,623 0
AUTONATION INC COM 05329W102 130,391 2,624,082 SH   SOLE   0 2,624,082 0
BAIDU INC SPON ADR REP A 056752108 118,496 666,156 SH   SOLE   0 666,156 0
BAIDU INC SPON ADR REP A 056752108 196,255 1,103,300 SH Call SOLE   0 1,103,300 0
COLE REAL ESTATE INVTS INC COM 19329V105 32,535 2,317,321 SH   SOLE   0 2,317,321 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 56,021 1,129,000 SH   SOLE   0 1,129,000 0
DIAMOND FOODS INC COM 252603105 3,176 122,916 SH   SOLE   0 122,916 0
FOREST CITY ENTERPRISES INC CL A 345550107 126,496 6,622,829 SH   SOLE   0 6,622,829 0
G-III APPAREL GROUP LTD COM 36237H101 58,119 785,860 SH   SOLE   0 785,860 0
GEO GROUP INC COM 36159R103 139,201 4,320,339 SH   SOLE   0 4,320,339 0
GEOSPACE TECHNOLOGIES CORP COM 37364X109 6,088 64,326 SH   SOLE   0 64,326 0
GRACE W R & CO DEL NEW COM 38388F108 49,771 503,400 SH Put SOLE   0 503,400 0
INFORMATICA CORP COM 45666Q102 150,554 3,627,810 SH   SOLE   0 3,627,810 0
ISHARES RUSSELL 2000 ETF 464287655 159,508 1,382,700 SH Put SOLE   0 1,382,700 0
LULULEMON ATHLETICA INC COM 550021109 5,165 87,500 SH   SOLE   0 87,500 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 130,264 3,259,050 SH   SOLE   0 3,259,050 0
MYRIAD GENETICS INC COM 62855J104 15,995 762,400 SH   SOLE   0 762,400 0
NETAPP INC COM 64110D104 46,217 1,123,400 SH Call SOLE   0 1,123,400 0
NETAPP INC COM 64110D104 77,509 1,884,021 SH   SOLE   0 1,884,021 0
NORDION INC COM 65563C105 44,540 5,246,199 SH   SOLE   0 5,246,199 0
PHH CORP COM NEW 693320202 7,113 292,129 SH   SOLE   0 292,129 0
PHH CORP NOTE 6.000% 6/1 693320AQ6 44,451 21,500,001 PRN   SOLE   0 21,500,001 0
QLT INC COM 746927102 11,734 2,106,596 SH   SOLE   0 2,106,596 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 67,031 1,604,370 SH   SOLE   0 1,604,370 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 425,027 2,301,300 SH Put SOLE   0 2,301,300 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 652,431 19,144,099 SH   SOLE   0 19,144,099 0
STRATASYS LTD SHS M85548101 63,338 470,218 SH   SOLE   0 470,218 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 43,041 1,073,879 SH   SOLE   0 1,073,879 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 107,462 2,681,200 SH Call SOLE   0 2,681,200 0
THE ADT CORPORATION COM 00101J106 49,070 1,212,500 SH Put SOLE   0 1,212,500 0