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
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 3,073 256,917 SH   SOLE   256,917 0 0
ALLY FINL INC COM 02005N100 6,550 312,190 SH   SOLE   312,190 0 0
AMERICAN CAP LTD COM 02503Y103 21,396 1,446,684 SH   SOLE   1,446,684 0 0
APPLIED MATLS INC COM 038222105 32,251 1,429,567 SH   SOLE   1,429,567 0 0
BABCOCK & WILCOX CO NEW COM 05615F102 20,310 632,924 SH   SOLE   632,924 0 0
CALGON CARBON CORP COM 129603106 4,773 226,513 SH   SOLE   226,513 0 0
CIT GROUP INC COM NEW 125581801 1,339 29,678 SH   SOLE   29,678 0 0
CLUBCORP HLDGS INC COM 18948M108 29,132 1,504,735 SH   SOLE   1,504,735 0 0
COMVERSE INC COM 20585P105 2,681 136,096 SH   SOLE   136,096 0 0
DARLING INGREDIENTS INC COM 237266101 3,275 233,802 SH   SOLE   233,802 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 18,921 514,709 SH   SOLE   514,709 0 0
GLOBE SPECIALTY METALS INC COM 37954N206 3,060 161,738 SH   SOLE   161,738 0 0
HARRIS CORP DEL COM 413875105 22,093 280,517 SH   SOLE   280,517 0 0
HMS HLDGS CORP COM 40425J101 1,811 117,232 SH   SOLE   117,232 0 0
IMMERSION CORP COM 452521107 8,066 878,633 SH   SOLE   878,633 0 0
INTELSAT S A COM L5140P101 505 42,071 SH   SOLE   42,071 0 0
INTERXION HOLDING N.V SHS N47279109 9,896 350,934 SH   SOLE   350,934 0 0
INTRAWEST RESORTS HLDGS INC COM 46090K109 11,172 1,281,187 SH   SOLE   1,281,187 0 0
JDS UNIPHASE CORP COM PAR $0.001 46612J507 2,127 162,145 SH   SOLE   162,145 0 0
KENON HLDGS LTD SHS Y46717107 5,182 272,031 SH   SOLE   272,031 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 5,429 1,324,194 SH   SOLE   1,324,194 0 0
KRATON PERFORMANCE POLYMERS COM 50077C106 17,791 880,287 SH   SOLE   880,287 0 0
LIQUEFIED NAT GAS ORD F UFO Q5570T107 958 392,762 SH   SOLE   392,762 0 0
LPL FINL HLDGS INC COM 50212V100 13,178 300,469 SH   SOLE   300,469 0 0
MACYS INC COM 55616P104 23,815 366,899 SH   SOLE   366,899 0 0
MCDONALDS CORP COM 580135101 6,996 71,802 SH   SOLE   71,802 0 0
MEDASSETS INC COM 584045108 9,316 494,996 SH   SOLE   494,996 0 0
MICRON TECHNOLOGY INC COM 595112103 23,046 849,452 SH   SOLE   849,452 0 0
MYLAN INC SHS EURO N59465109 6,769 114,045 SH   SOLE   114,045 0 0
NCR CORP NEW COM 62886E108 40,117 1,359,432 SH   SOLE   1,359,432 0 0
NEXTERA ENERGY INC COM 65339F101 7,492 72,000 SH   SOLE   72,000 0 0
NMI HLDGS INC CL A 629209305 101 13,421 SH   SOLE   13,421 0 0
NOKIA CORP SPONSORED ADR 654902204 15,476 2,041,728 SH   SOLE   2,041,728 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 9,900 424,164 SH   SOLE   424,164 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 5,034 350,791 SH   SOLE   350,791 0 0
OFFICE DEPOT INC COM 676220106 22,955 2,495,112 SH   SOLE   2,495,112 0 0
ORION ENGINEERED CARBONS S A COM L72967109 16,614 922,979 SH   SOLE   922,979 0 0
QUINPARIO ACQUISITION CORP 2 UNIT 01/01/2023 74874U200 12,209 1,206,400 SH   SOLE   1,206,400 0 0
PACIFIC DATAVISION COM 694171307 4,390 87,800 SH   SOLE   87,800 0 0
RALPH LAUREN CORP CL A 751212101 4,796 36,468 SH   SOLE   36,468 0 0
REALD INC COM 75604L105 2,135 166,899 SH   SOLE   166,899 0 0
SALIX PHARMACEUTICALS INC COM 795435106 32,117 185,851 SH   SOLE   185,851 0 0
SHUTTERFLY INC COM 82568P304 31,882 704,730 SH   SOLE   704,730 0 0
STAPLES INC COM 855030102 3,838 235,694 SH   SOLE   235,694 0 0
SUNCOKE ENERGY INC COM 86722A103 17,161 1,148,666 SH   SOLE   1,148,666 0 0
SUNEDISON INC COM 86732Y109 1,563 65,124 SH   SOLE   65,124 0 0
SUNEDISON SEMICONDUCTOR LTD SHS Y8213L102 3,115 120,652 SH   SOLE   120,652 0 0
TESSERA TECHNOLOGIES INC COM 88164L100 29,343 728,464 SH   SOLE   728,464 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 17,505 280,976 SH   SOLE   280,976 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 4,228 243,706 SH   SOLE   243,706 0 0
TIME WARNER CABLE INC COM 88732J207 4,599 30,685 SH   SOLE   30,685 0 0
TOKYO ELECTRON LTD-UNSP ADR ADR 889110102 2,418 139,200 SH   SOLE   139,200 0 0
UTI WORLDWIDE INC ORD G87210103 2,418 196,608 SH   SOLE   196,608 0 0
VERSO CORP COM 92531L108 618 343,530 SH   SOLE   343,530 0 0
VISTEON CORP COM NEW 92839U206 7,098 73,632 SH   SOLE   73,632 0 0
VOYA FINL INC COM 929089100 2,410 55,900 SH   SOLE   55,900 0 0
WEBSTER FINL CORP CONN COM 947890109 25,394 685,409 SH   SOLE   685,409 0 0
YAHOO INC COM 984332106 14,748 331,896 SH   SOLE   331,896 0 0
ZYNGA INC CL A 98986T108 11,716 4,110,712 SH   SOLE   4,110,712 0 0