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
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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
ALIMERA SCIENCES INC COM 016259103 1,868 1,730,000 SH   SOLE 1,730,000 0 0
ANTHEM INC COM 036752103 39,537 275,000 SH   SOLE 275,000 0 0
BROOKDALE SR LIVING INC COM 112463104 42,725 3,440,000 SH   SOLE 3,440,000 0 0
CAESARS ACQUISITION CO CL A 12768T103 1,684 124,773 SH   SOLE 124,773 0 0
CONSTELLIUM NV CL A N22035104 35,931 6,090,000 SH   SOLE 6,090,000 0 0
CROCS INC COM 227046109 13,034 1,900,000 SH   SOLE 1,900,000 0 0
EVERTEC INC COM 30040P103 5,639 317,695 SH   SOLE 317,695 0 0
IMPERVA INC COM 45321L100 2,620 68,228 SH   SOLE 68,228 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 21,080 3,400,000 SH   SOLE 3,400,000 0 0
MCKESSON CORP COM 58155Q103 33,006 235,000 SH   SOLE 235,000 0 0
NATIONSTAR MTG HLDGS INC COM 63861C109 3,793 210,000 SH   SOLE 210,000 0 0
NEW YORK & CO INC COM 649295102 8,099 3,567,880 SH   SOLE 3,567,880 0 0
NOMAD HLDGS LTD USD ORD SHS G6564A105 10,096 1,055,000 SH   SOLE 1,055,000 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 9,698 650,000 SH   SOLE 650,000 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 7,613 2,300,000 SH   SOLE 2,300,000 0 0
PSIVIDA CORP COM 74440J101 1,539 900,000 SH   SOLE 900,000 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 38,788 1,070,000 SH   SOLE 1,070,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 19,768 705,000 SH   SOLE 705,000 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 30,931 252,950 SH   SOLE 252,950 0 0