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
AGILENT TECHNOLOGIES INC COM 00846U101 1,010 23,620 SH   SOLE   23,620 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 42,760 1,000,000 SH Call SOLE   1,000,000 0 0
ANADARKO PETE CORP COM 032511107 62,170 723,500 SH   SOLE   723,500 0 0
ANADARKO PETE CORP COM 032511107 283,569 3,300,000 SH Call SOLE   3,300,000 0 0
APACHE CORP COM 037411105 83,830 1,000,000 SH Call SOLE   1,000,000 0 0
ARMOUR RESIDENTIAL REIT INC COM 042315101 13,482 2,862,448 SH   SOLE   2,862,448 0 0
CARTER INC COM 146229109 71,776 969,023 SH   SOLE   969,023 0 0
CBS CORP NEW CL B 124857202 220,462 4,511,200 SH   SOLE   4,511,200 0 0
CHENIERE ENERGY INC COM NEW 16411R208 18,065 650,774 SH   SOLE   650,774 0 0
CHESAPEAKE ENERGY CORP COM 165167107 10,190 500,000 SH Call SOLE   500,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 14,266 700,000 SH Put SOLE   700,000 0 0
COMMONWEALTH REIT COM SH BEN INT 203233101 131,212 5,675,250 SH   SOLE   5,675,250 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 20,989 447,718 SH   SOLE   447,718 0 0
CONSTELLATION BRANDS INC CL A 21036P108 209,940 4,028,011 SH   SOLE   4,028,011 0 0
CONSTELLATION BRANDS INC CL A 21036P108 72,968 1,400,000 SH Call SOLE   1,400,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 67,756 1,300,000 SH Put SOLE   1,300,000 0 0
DOLLAR GEN CORP NEW COM 256677105 147,054 2,916,000 SH   SOLE   2,916,000 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 18,900 360,000 SH   SOLE   360,000 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 183,750 3,500,000 SH Call SOLE   3,500,000 0 0
EVERTEC INC COM 30040P103 51,474 2,342,937 SH   SOLE   2,342,937 0 0
FAMILY DLR STORES INC COM 307000109 63,783 1,023,640 SH   SOLE   1,023,640 0 0
FAMILY DLR STORES INC COM 307000109 31,155 500,000 SH Call SOLE   500,000 0 0
FIFTH & PAC COS INC COM 316645100 56,515 2,529,745 SH   SOLE   2,529,745 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 8,973 325,000 SH Call SOLE   325,000 0 0
GOOGLE INC CL A 38259P508 124,880 141,850 SH   SOLE   141,850 0 0
HCA HOLDINGS INC COM 40412C101 30,829 854,948 SH   SOLE   854,948 0 0
HEALTH MGMT ASSOC INC NEW CL A 421933102 66,096 4,204,583 SH   SOLE   4,204,583 0 0
HERBALIFE LTD COM USD SHS G4412G101 41,258 914,000 SH Call SOLE   914,000 0 0
HUNTSMAN CORP COM 447011107 66,547 4,018,546 SH   SOLE   4,018,546 0 0
HUNTSMAN CORP COM 447011107 16,383 989,300 SH Call SOLE   989,300 0 0
ISTAR FINL INC COM 45031U101 44,732 3,962,054 SH   SOLE   3,962,054 0 0
JPMORGAN CHASE & CO COM 46625H100 21,116 400,000 SH   SOLE   400,000 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 2,563 500,600 SH   SOLE   500,600 0 0
LAMAR ADVERTISING CO CL A 512815101 105,386 2,428,238 SH   SOLE   2,428,238 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 106,321 5,043,687 SH   SOLE   5,043,687 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 58,415 2,771,100 SH Call SOLE   2,771,100 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 126,135 1,702,680 SH   SOLE   1,702,680 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 21,983 323,803 SH   SOLE   323,803 0 0
LIFE TECHNOLOGIES CORP COM 53217V109 148,020 2,000,000 SH Call SOLE   2,000,000 0 0
LONE PINE RES INC COM 54222A106 1,286 3,897,100 SH   SOLE   3,897,100 0 0
MCGRAW HILL FINL INC COM 580645109 18,617 350,000 SH Call SOLE   350,000 0 0
MOLINA HEALTHCARE INC NOTE 3.750%10/0 60855RAA8 10,963 8,500,000 PRN   SOLE   8,500,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 13,780 200,000 SH   SOLE   200,000 0 0
NETAPP INC COM 64110D104 75,787 2,006,000 SH Call SOLE   2,006,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 52,389 587,118 SH   SOLE   587,118 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 53,538 600,000 SH Call SOLE   600,000 0 0
PHILLIPS 66 COM 718546104 70,552 1,197,628 SH   SOLE   1,197,628 0 0
QUALCOMM INC COM 747525103 61,080 1,000,000 SH   SOLE   1,000,000 0 0
QUALCOMM INC COM 747525103 100,782 1,650,000 SH Call SOLE   1,650,000 0 0
TALISMAN ENERGY INC COM 87425E103 103,556 9,060,000 SH   SOLE   9,060,000 0 0
THE ADT CORPORATION COM 00101J106 444,966 11,166,021 SH   SOLE   11,166,021 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 233,819 2,762,844 SH   SOLE   2,762,844 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 84,630 1,000,000 SH Call SOLE   1,000,000 0 0
TIME WARNER CABLE INC COM 88732J207 143,839 1,278,800 SH   SOLE   1,278,800 0 0
TIME WARNER INC COM NEW 887317303 78,057 1,350,000 SH   SOLE   1,350,000 0 0
TW TELECOM INC COM 87311L104 255,208 9,069,224 SH   SOLE   9,069,224 0 0
TYCO INTERNATIONAL LTD SHS H89128104 37,499 1,138,044 SH   SOLE   1,138,044 0 0
VIVUS INC COM 928551100 5,032 400,000 SH   SOLE   400,000 0 0
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 116,535 4,054,799 SH   SOLE   4,054,799 0 0
WILLIAMS COS INC DEL COM 969457100 394,617 12,153,266 SH   SOLE   12,153,266 0 0
WILLIAMS COS INC DEL COM 969457100 97,410 3,000,000 SH Call SOLE   3,000,000 0 0