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
ALLY FINL INC COM 02005N100 10,782 553,800 SH   SOLE 0 553,800 0 0
BATS GLOBAL MKTS INC COM 05491G109 4,312 143,100 SH   SOLE 0 143,100 0 0
BOB EVANS FARMS INC COM 096761101 12,934 337,700 SH Call SOLE 0 337,700 0 0
BOB EVANS FARMS INC COM 096761101 48,398 1,263,661 SH   SOLE 0 1,263,661 0 0
CEPHEID COM 15670R107 10,796 204,900 SH   SOLE 0 204,900 0 0
CIT GROUP INC COM NEW 125581801 11,414 314,443 SH   SOLE 0 314,443 0 0
CONAGRA FOODS INC COM 205887102 12,866 273,100 SH   SOLE 0 273,100 0 0
CVENT INC COM 23247G109 24,663 777,781 SH   SOLE 0 777,781 0 0
INGRAM MICRO INC CL A 457153104 17,761 498,070 SH   SOLE 0 498,070 0 0
KLA-TENCOR CORP COM 482480100 781 11,200 SH   SOLE 0 11,200 0 0
LINKEDIN CORP COM CL A 53578A108 32,567 170,400 SH   SOLE 0 170,400 0 0
MEDIA GEN INC NEW COM 58441K100 18,981 1,029,910 SH   SOLE 0 1,029,910 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 4,504 233,350 SH   SOLE 0 233,350 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1,064 32,469 SH   SOLE 0 32,469 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 31,364 145,000 SH Put SOLE 0 145,000 0 0
STARZ COM SER A 85571Q102 12,863 412,400 SH   SOLE 0 412,400 0 0
SUPERVALU INC COM 868536103 5,492 1,100,689 SH   SOLE 0 1,100,689 0 0
TALEN ENERGY CORP COM 87422J105 20,219 1,459,889 SH   SOLE 0 1,459,889 0 0
VIAVI SOLUTIONS INC COM 925550105 18,725 2,533,874 SH   SOLE 0 2,533,874 0 0
VIRGIN AMER INC COM VTG 92765X208 32,608 609,388 SH   SOLE 0 609,388 0 0
YAHOO INC COM 984332106 46,632 1,081,956 SH   SOLE 0 1,081,956 0 0