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
BANK MUTUAL CORP NEW COM 063750103 1,212 120,000 SH   SOLE 120,000 0 0
BROCADE COMMUNICATIONS SYS COM NEW 111621306 2,078 178,200 SH   SOLE 178,200 0 0
CR BARD INC COM 067383109 163,257 511,170 SH   SOLE 511,170 0 0
FORTRESS INVESTMENT GRP-CL A CL A 34958B106 14,809 1,886,532 SH   SOLE 1,886,532 0 0
HSN INC COM 404303109 1,569 40,657 SH   SOLE 40,657 0 0
IXYS CORP COM 46600W106 9,655 407,389 SH   SOLE 407,389 0 0
LUMOS NETWORKS CORP COM 550283105 740 41,300 SH   SOLE 41,300 0 0
MONEYGRAM INTL INC COM NEW 60935Y208 5,749 358,666 SH   SOLE 358,666 0 0
NXP SEMICONDUCTORS N V COM N6596X109 82,107 726,443 SH   SOLE 726,443 0 0
PHARMERICA CORP COM 71714F104 3,572 122,104 SH   SOLE 122,104 0 0
RICE ENERGY INC COM 762760106 166,486 5,770,752 SH   SOLE 5,770,752 0 0
STATE NATIONAL COS INC COM 85711T305 645 30,774 SH   SOLE 30,774 0 0
TERRAFORM GLOBAL INC - CL A CL A 88104M101 6,731 1,417,142 SH   SOLE 1,417,142 0 0
TESCO CORP COM 88157K101 550 100,000 SH   SOLE 100,000 0 0
VWR CORP COM 91843L103 2,942 88,916 SH   SOLE 88,916 0 0