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
WESTAR ENERGY ORD Common 95709T100 2,073 39,100 SH   SOLE   39,100 0 0
MYLAN ORD Common N59465109 9,991 257,363 SH   SOLE   257,363 0 0
GENWORTH FINANCIAL CL A ORD Common 37247D106 10,971 2,910,094 SH   SOLE   2,910,094 0 0
DEPOMED ORD Common 249908104 24,619 2,292,318 SH   SOLE   2,292,318 0 0
SNYDERS-LANCE ORD Common 833551104 23,659 683,400 SH   SOLE   683,400 0 0
HAIN CELESTIAL GROUP ORD Common 405217100 30,646 789,440 SH   SOLE   789,440 0 0
CELADON GROUP ORD Common 150838100 8,803 2,794,479 SH   SOLE   2,794,479 0 0
R1 RCM ORD Common 749397105 18,319 4,885,121 SH   SOLE   4,885,121 0 0
NEW YORK REIT ORD Common 64976L109 22,796 2,638,405 SH   SOLE   2,638,405 0 0
DYNEGY EQY WARRANT Common 26817R116 256 3,758,326 SH   SOLE   3,758,326 0 0
LNCE Sep7 40.0 C Call 833551904 28 277 SH   SOLE   277 0 0
GNW Sep7 4.0 C Call 37247D906 422 8,252 SH   SOLE   8,252 0 0