13F-HR 1 twinsecuritiesinc13fsep2007.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: September 28, 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: October 17, 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: 31 Form 13F Information Table Value Total: 240905 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 ALCAN INC. COMMON STOCK 013716105 39882 398500 SH SOLE 398500 0 0 D ALCAN INC. OPTIONS - CALLS 99O9LX8M6 4503 50000 SH CALL SOLE 50000 0 0 D ALCAN INC. OPTIONS - CALLS 99O9LX8N4 1996 22400 SH CALL SOLE 22400 0 0 D ALCOA INC COM STK COMMON STOCK 013817101 5947 152000 SH SOLE 152000 0 0 D ALCOA INC COM STK OPTIONS - CALLS 99ACYWFQ5 1731 50000 SH CALL SOLE 50000 0 0 D ALLIANCE DATA SYS CO RP COM ST COMMON STOCK 018581108 12848 165900 SH SOLE 165900 0 0 D ARCHSTONE-SMITH TR COM REIT REITS/RICS 039583109 20328 338000 SH SOLE 338000 0 0 D AVAYA INC COM STK COMMON STOCK 053499109 25080 1478822 SH SOLE 1478822 0 0 D BAUSCH & LOMB INC COM STK COMMON STOCK 071707103 17786 277909 SH SOLE 277909 0 0 D CLEAR CHANNEL COMMUN ICATIONS COMMON STOCK 184502102 1310 35000 SH SOLE 35000 0 0 D COINMACH SVC A COMMON STOCK 19259W206 916 76460 SH SOLE 76460 0 0 D CYTYC CORP COM STK COMMON STOCK 232946103 22323 468487 SH SOLE 468487 0 0 D EQUITY MEDIA HLDGS CORP WRNT WARRANTS 294725114 12 40000 SH SOLE 40000 0 0 D GENESCO INC COM STK COMMON STOCK 371532102 231 5000 SH SOLE 5000 0 0 D GUITAR CTR INC COM STK COMMON STOCK 402040109 7619 128474 SH SOLE 128474 0 0 D HILTON HOTELS CORP COM STK COMMON STOCK 432848109 23171 498400 SH SOLE 498400 0 0 D IGATE CORP COM STK COMMON STOCK 45169U105 350 40800 SH SOLE 40800 0 0 D LIGAND PHARMACEUTICA LS INC CL COMMON STOCK 53220K207 2169 406223 SH SOLE 406223 0 0 D MIRANT CORP NEW COM STK COMMON STOCK 60467R100 3853 94700 SH SOLE 94700 0 0 D NABI BIOPHARMACEUTIC ALS COM S COMMON STOCK 629519109 3129 770791 SH SOLE 770791 0 0 D PATNI COMPUTER SYS ADR ADRS STOCKS 703248203 934 40000 SH SOLE 40000 0 0 D PROTECTION ONE INC COM STK COMMON STOCK 743663403 964 71875 SH SOLE 71875 0 0 D SAPIENT CORPORATION COM STK COMMON STOCK 803062108 273 40700 SH SOLE 40700 0 0 D SLM CORP EDNOTES BOO K ENTRY C COMMON STOCK 78442P106 14130 284480 SH SOLE 284480 0 0 D SLM CORP EDNOTES BOO K ENTRY C OPTIONS - PUTS 99ACZDN61 2167 50000 SH PUT SOLE 50000 0 0 D SLM CORP EDNOTES BOO K ENTRY C OPTIONS - PUTS 99ACZDN79 2171 50000 SH PUT SOLE 50000 0 0 D STATION CASINOS INC COM STK COMMON STOCK 857689103 5293 60500 SH SOLE 60500 0 0 D SYNTEL INC COM STK COMMON STOCK 87162H103 753 18100 SH SOLE 18100 0 0 D TEMPLE-INLAND INC COM STK COMMON STOCK 879868107 7957 151200 SH SOLE 151200 0 0 D TEMPLE-INLAND INC COM STK OPTIONS - CALLS 99O9J5K87 806 17500 SH CALL SOLE 17500 0 0 D TXU CORP CASH MERGER COMMON STOCK 873168108 10273 150040 SH SOLE 150040 0 0 S REPORT SUMMARY 31 DATA RECORDS 240905 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED