13F-HR 1 twinsecuritiesinc13f0630.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 29, 2007 Check here if Amendment [ ]; Amendment Number: This amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Address: 13 File Number: The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct, and complete, and and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form Person Signing this Report on Behalf of Reporting Manager: Name: Title: Phone: Signature, Place and Date of Signing: July 18, 2007 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934 FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 26 Form 13F Information Table Value Total: 170580 FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP x($1000) PRN AMT PRN CALL DISCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- -------- --------- -------- -------- -------- D ADVANCED MEDICAL OPT ICS INC C COMMON STOCK 00763M108 815 23400 SH SOLE 23400 0 0 D ALCAN INC. COMMON STOCK 013716105 3674 45200 SH SOLE 45200 0 0 D AQUANTIVE INC COM STK COMMON STOCK 03839G105 9614 150696 SH SOLE 150696 0 0 D BIOGEN IDEC INC COMMON STOCK 09062X103 9035 170300 SH SOLE 170300 0 0 D BOSTON SCIENTIFIC CO RP COM ST OPTIONS - CALLS 99O9J0T55 537 35000 SH CALL SOLE 35000 0 0 D BOSTON SCIENTIFIC CO RP COM ST OPTIONS - CALLS 99O9J0TG1 652 42500 SH CALL SOLE 42500 0 0 D CHOLESTECH CORP COM STK COMMON STOCK 170393102 802 36488 SH SOLE 36488 0 0 D CLEAR CHANNEL COMMUN ICATIONS COMMON STOCK 184502102 1134 30000 SH SOLE 30000 0 0 D COINMACH SVC A COMMON STOCK 19259W206 992 75000 SH SOLE 75000 0 0 D CYTYC CORP COM STK COMMON STOCK 232946103 13725 318387 SH SOLE 318387 0 0 D DOLLAR GEN CORP COM STK COMMON STOCK 256669102 2521 115000 SH SOLE 115000 0 0 D EQUITY MEDIA HLDGS CORP WRNT WARRANTS 294725114 23 40000 SH SOLE 40000 0 0 D EXPEDIA INC DEL COM STK COMMON STOCK 30212P105 3936 134400 SH SOLE 134400 0 0 D FIRST DATA CORP COM STK COMMON STOCK 319963104 17305 529700 SH SOLE 529700 0 0 D HARMAN INTERNATIONAL INDUSTRI COMMON STOCK 413086109 1168 10000 SH SOLE 10000 0 0 D HARRAHS ENTERTAINMEN T INC COM COMMON STOCK 413619107 10725 125800 SH SOLE 125800 0 0 D IPSCO INC CAD COM NP V COMMON STOCK 462622101 22441 141250 SH SOLE 141250 0 0 D KOMAG INC COM COMMON STOCK 500453204 3508 110000 SH SOLE 110000 0 0 D LIGAND PHARMACEUTICA LS INC CL COMMON STOCK 53220K207 2451 356223 SH SOLE 356223 0 0 D MIRANT CORP NEW COM STK COMMON STOCK 60467R100 4051 94550 SH SOLE 94550 0 0 D NABI BIOPHARMACEUTIC ALS COM S COMMON STOCK 629519109 2110 458729 SH SOLE 458729 0 0 D PROTECTION ONE INC COM STK COMMON STOCK 743663403 2117 141499 SH SOLE 141499 0 0 D SLM CORP EDNOTES BOO K ENTRY C COMMON STOCK 78442P106 30047 521850 SH SOLE 521850 0 0 D TEMPLE-INLAND INC COM STK COMMON STOCK 879868107 10891 177000 SH SOLE 177000 0 0 D TRIAD HOSPS INC COM STK COMMON STOCK 89579K109 5134 95492 SH SOLE 95492 0 0 D TXU CORP COM STK COMMON STOCK 873168108 11172 166000 SH SOLE 166000 0 0 S REPORT SUMMARY 26 DATA RECORDS 170580 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED