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
ALLIANCE ONE INTL INC COM 018772103 15,959 6,383,641 SH   SOLE   6,383,641 0 0
ALON USA PARTNERS LP UT LTDPART INT 02052T109 5,902 329,188 SH   SOLE   329,188 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 20,987 788,998 SH   SOLE   788,998 0 0
AVEO PHARMACEUTICALS INC COM 053588109 7,008 3,829,350 SH   SOLE   3,829,350 0 0
BOYD GAMING CORP COM 103304101 33,899 2,794,630 SH   SOLE   2,794,630 0 0
CHENIERE ENERGY INC COM NEW 16411R208 429,335 5,987,930 SH   SOLE   5,987,930 0 0
CHIPMOS TECH BERMUDA LTD SHS G2110R114 79,224 3,283,235 SH   SOLE   3,283,235 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 74,755 122,573,007 SH   SOLE   122,573,007 0 0
EBAY INC COM 278642103 222,081 4,436,300 SH   SOLE   4,436,300 0 0
IDENIX PHARMACEUTICALS INC COM 45166R204 1,269,560 53,331,109 SH   SOLE   53,331,109 0 0
KERYX BIOPHARMACEUTICALS INC COM 492515101 162,105 10,539,986 SH   SOLE   10,539,986 0 0
KINDRED BIOSCIENCES INC COM 494577109 51,518 2,763,848 SH   SOLE   2,763,848 0 0
KOSMOS ENERGY LTD SHS G5315B107 53,343 4,750,000 SH   SOLE   4,750,000 0 0
MICRON TECHNOLOGY INC COM 595112103 1,702,047 51,655,434 SH   SOLE   51,655,434 0 0
NOVACOPPER INC COM 66988K102 5,456 5,005,298 SH   SOLE   5,005,298 0 0
NOVAGOLD RES INC COM NEW 66987E206 91,308 21,688,300 SH   SOLE   21,688,300 0 0
PBF ENERGY INC CL A 69318G106 149,114 5,595,286 SH   SOLE   5,595,286 0 0
RF MICRODEVICES INC COM 749941100 93,591 9,759,185 SH   SOLE   9,759,185 0 0
SUNEDISON SEMICONDUCTOR LTD SHS Y8213L102 70,181 4,145,379 SH   SOLE   4,145,379 0 0
SYNERON MEDICAL LTD ORD SHS M87245102 41,280 4,000,000 SH   SOLE   4,000,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 193,232 6,061,228 SH   SOLE   6,061,228 0 0
THERAVANCE INC COM 88338T104 607,365 20,395,056 SH   SOLE   20,395,056 0 0
TRINQUINT SEMICONDUCTOR INC COM 89674K103 92,974 5,880,696 SH   SOLE   5,880,696 0 0
VIASAT INC COM 92552V100 668,461 11,533,137 SH   SOLE   11,533,137 0 0