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
AKORN INC COM 009728106 14,005 491,320 SH   SOLE   491,320 0 0
AGL RES INC COM 001204106 415 6,800 SH   SOLE   6,800 0 0
ALLY FINL INC COM 02005N100 12,110 594,200 SH   SOLE   594,200 0 0
ALTERA CORP COM 021441100 16,798 335,414 SH   SOLE   335,414 0 0
AVOLON HLDGS LTD COM G52237107 14,971 491,816 SH   SOLE   491,816 0 0
BOB EVANS FARMS COM 096761101 70,255 1,620,641 SH   SOLE   1,620,641 0 0
BROADCOM CORP CL A 111320107 5,228 101,650 SH   SOLE   101,650 0 0
BROOKDALE SENIOR LIVING INC COM 112463104 51,088 2,225,093 SH   SOLE   2,225,093 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 10,244 315,500 SH   SOLE   315,500 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 3,330 54,300 SH   SOLE   54,300 0 0
CITY NATL CORP COM 178566105 3,016 34,253 SH   SOLE   34,253 0 0
CYTEC INDS INC COM 232820100 5,809 78,654 SH   SOLE   78,654 0 0
DEALERTRACK TECHNOLOGIES INC COM 242309102 21,001 332,510 SH   SOLE   332,510 0 0
DELEK US HOLDINGS INC COM 246647101 10,708 386,570 SH   SOLE   386,570 0 0
ETHAN ALLEN INTERIORS COM 297602104 36,181 1,369,956 SH   SOLE   1,369,956 0 0
HCC INSURANCE HOLDINGS INC COM 404132102 14,347 185,193 SH   SOLE   185,193 0 0
HUMANA INC COM 444859102 299 1,670 SH   SOLE   1,670 0 0
INTEGRATED SILICON SOLUTION COM 45812P107 2,466 114,756 SH   SOLE   114,756 0 0
Kythera Biopharmaceuticals COM 501570105 3,007 40,100 SH   SOLE   40,100 0 0
OM GROUP INC COM 670872100 1,755 53,350 SH   SOLE   53,350 0 0
PARTNERRE LTD COM G6852T105 3,166 22,800 SH   SOLE   22,800 0 0
PRECISION CASTPARTS CORP COM 740189105 4,290 18,677 SH   SOLE   18,677 0 0
QUALCOMM INC COM 747525103 18,619 346,520 SH   SOLE   346,520 0 0
SIGMA-ALDRICH COM 826552101 2,487 17,900 SH   SOLE   17,900 0 0
SOLERA HOLDINGS INC COM 83421A104 12,484 231,180 SH   SOLE   231,180 0 0
STANCORP FINL GROUP INC COM 852891100 673 5,890 SH   SOLE   5,890 0 0
SUNEDISON INC COM 86732Y109 9,353 1,302,715 SH   SOLE   1,302,715 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 6,629 501,466 SH   SOLE   501,466 0 0
VIAVI SOLUTIONS INC COM 925550105 27,227 5,070,264 SH   SOLE   5,070,264 0 0
VIVINT SOLAR INC COM 92854Q106 7,614 726,500 SH   SOLE   726,500 0 0
WINDSTREAM CORP COM NEW 97382A200 14,839 2,416,805 SH   SOLE   2,416,805 0 0
YAHOO INC COM 984332106 15,492 535,874 SH   SOLE   535,874 0 0
BOB EVANS FARMS INC COM 096761101 10,803 249,200 SH Call SOLE   249,200 0 0
VIAVI SOLUTIONS INC COM 925550905 28,160 5,243,900 SH Call SOLE   5,243,900 0 0
ISHARES TR COM 464287655 56,478 517,200 SH Put SOLE   517,200 0 0
QUALCOMM INC COM 747525953 5,185 96,500 SH Put SOLE   96,500 0 0
SPDR S&P 500 ETF TR COM 78462F953 124,176 648,000 SH Put SOLE   648,000 0 0