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
BALLY TECHNOLOGIES INC Ordinary Share 05874B107 150,591 1,858,923 SH   SOLE 1,858,923 0 0
COMPUWARE CORP Ordinary Share 205638109 57,842 5,438,835 SH   SOLE 5,438,835 0 0
CONCUR TECHNOLOGIES INC Ordinary Share 206708109 177,198 1,400,000 SH   SOLE 1,400,000 0 0
CONVERSANT INC Ordinary Share 21249J105 54,111 1,571,174 SH   SOLE 1,571,174 0 0
DIRECTV COM 25490A309 72,446 835,984 SH   SOLE 835,984 0 0
FORTEGRA FINANCIAL CORP Ordinary Share 34954W104 5,076 512,684 SH   SOLE 512,684 0 0
FOSTER WHEELER AG Ordinary Share H27178104 156,311 4,901,561 SH   SOLE 4,901,561 0 0
FRANKLIN FINL CORP VA COM 35353C102 299 15,945 SH   SOLE 15,945 0 0
INTERNATIONAL RECTIFIER CORP COM 460254105 140,235 3,569,220 SH   SOLE 3,569,220 0 0
KODIAK OIL & GAS CORP Ordinary Share 50015Q100 30,216 2,143,000 SH   SOLE 2,143,000 0 0
LIN MEDIA LLC - A Ordinary Share 532771102 1,117 50,000 SH   SOLE 50,000 0 0
MONTAGE TECHNOLOGY GROUP LTD Ordinary Share G6209T105 15,147 723,337 SH   SOLE 723,337 0 0
MOVE INC Ordinary Share 62458M207 1,347 64,375 SH   SOLE 64,375 0 0
MULTIMEDIA GAMES HOLDING CO Ordinary Share 625453105 34,814 961,438 SH   SOLE 961,438 0 0
PIKE CORP Ordinary Share 721283109 1,194 100,000 SH   SOLE 100,000 0 0
TIBCO SOFTWARE INC Ordinary Share 88632Q103 189,208 7,990,200 SH   SOLE 7,990,200 0 0
TIM HORTONS INC Ordinary Share 88706M103 7,962 100,600 SH   SOLE 100,600 0 0