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
ASHLAND INC NEW COM 044209104 13,475 145,705 SH   SOLE   145,705 0 0
ASTEX PHARMACEUTICALS INC COM 04624B103 17,892 2,107,445 SH   SOLE   2,107,445 0 0
BERRY PLASTICS GROUP INC COM 08579W103 19,341 968,520 SH   SOLE   968,520 0 0
BOB EVANS FARMS INC COM 096761101 773 13,500 SH Call SOLE   13,500 0 0
BOB EVANS FARMS INC COM 096761101 46,619 814,019 SH   SOLE   814,019 0 0
COEUR MNG INC *W EXP 04/16/201 192108116 25 10,888 SH   SOLE   10,888 0 0
COMPUWARE CORP COM 205638109 46,200 4,128,726 SH   SOLE   4,128,726 0 0
COPART INC COM 217204106 11,234 353,377 SH   SOLE   353,377 0 0
ELAN PLC ADR 284131208 20,395 1,309,050 SH   SOLE   1,309,050 0 0
EQUINIX INC COM NEW 29444U502 16,342 88,985 SH   SOLE   88,985 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 13,312 600,741 SH   SOLE   600,741 0 0
HILLSHIRE BRANDS CO COM 432589109 6,092 198,180 SH   SOLE   198,180 0 0
IRON MTN INC COM 462846106 5,860 216,877 SH   SOLE   216,877 0 0
KAYDON CORP COM 486587108 12,077 340,000 SH   SOLE   340,000 0 0
LAMAR ADVERTISING CO CL A 512815101 19,407 412,650 SH   SOLE   412,650 0 0
LENDER PROCESSING SVCS INC COM 52602E102 15,492 465,657 SH   SOLE   465,657 0 0
LIFE TECHNOLOGIES CORP COM 53217V109 33,361 445,825 SH   SOLE   445,825 0 0
MOLEX INC COM 608554101 2,400 62,300 SH Put SOLE   62,300 0 0
MOLEX INC CL A 608554200 1,469 38,380 SH   SOLE   38,380 0 0
MOLEX INC CL A 608554200 249 6,500 SH Put SOLE   6,500 0 0
NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 19,521 516,830 SH   SOLE   516,830 0 0
NYSE EURONEXT COM 629491101 26,208 624,290 SH   SOLE   624,290 0 0
OIL STS INTL INC COM 678026105 21,888 211,557 SH   SOLE   211,557 0 0
ONYX PHARMACEUTICALS INC COM 683399109 21,110 169,287 SH   SOLE   169,287 0 0
PHILLIPS 66 COM 718546104 22,311 385,865 SH   SOLE   385,865 0 0
QEP RES INC COM 74733V100 12,849 464,035 SH   SOLE   464,035 0 0
ROCKWOOD HLDGS INC COM 774415103 2,425 36,244 SH   SOLE   36,244 0 0
SAFEWAY INC COM NEW 786514208 6,825 213,345 SH   SOLE   213,345 0 0
SAKS INC COM 79377W108 3,188 200,000 SH Call SOLE   200,000 0 0
SPECTRA ENERGY CORP COM 847560109 68,780 2,009,360 SH   SOLE   2,009,360 0 0
TESORO CORP COM 881609101 15,801 359,280 SH   SOLE   359,280 0 0
TIMKEN CO COM 887389104 23,295 385,675 SH   SOLE   385,675 0 0
VISTEON CORP COM NEW 92839U206 30,055 397,346 SH   SOLE   397,346 0 0