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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

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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
AMERICAN INTL GROUP INC COM NEW 026874784 41,778 859,100 SH   OTR 1 859,100 0 0
ENPRO INDS INC COM 29355X107 51,150 849,524 SH   OTR 1 849,524 0 0
LUXFER HLDGS PLC SPONSORED ADR 550678106 21,480 1,344,204 SH   OTR 1 1,344,204 0 0
MANNKIND CORP COM 56400P201 9,120 1,600,000 SH   OTR 1 1,600,000 0 0
NORDION INC COM 65563C105 34,586 4,007,701 SH   OTR 1 4,007,701 0 0
RUBICON MINERALS CORP COM 780911103 18,246 14,346,800 SH   OTR 1 14,346,800 0 0
SCORPIO TANKERS INC SHS Y7542C106 13,464 1,379,536 SH   OTR 1 1,379,536 0 0
TARO PHARMACEUTICAL INDS LTD SHS M8737E108 35,882 472,135 SH   OTR 1 472,135 0 0
TRONOX LTD SHS CL A Q9235V101 25,938 1,060,000 SH   OTR 1 1,060,000 0 0