The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| KATE SPADE & CO | COM | 485865109 | 5,808 | 250,000 | SH | SOLE | 1, 2 | 250,000 | 0 | 0 | |
| MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 92,100 | 1,500,000 | SH | SOLE | 1, 2 | 1,500,000 | 0 | 0 | |
| PRIVATEBANCORP INC | COM | 742962103 | 59,370 | 1,000,000 | SH | SOLE | 1, 2 | 1,000,000 | 0 | 0 | |
| REYNOLDS AMERICAN INC | COM | 761713106 | 126,040 | 2,000,000 | SH | SOLE | 1, 2 | 2,000,000 | 0 | 0 | |
| RITE AID CORP | COM | 767754104 | 31,875 | 7,500,000 | SH | SOLE | 1, 2 | 7,500,000 | 0 | 0 | |
| STERLING BANCORP DEL | COM | 85917A100 | 4,751 | 200,450 | SH | SOLE | 1, 2 | 200,450 | 0 | 0 | |
| SYNGENTA AG | SPONSORED ADR | 87160A100 | 106,200 | 1,200,000 | SH | SOLE | 1, 2 | 1,200,000 | 0 | 0 | |
| VALSPAR CORP | COM | 920355104 | 61,890 | 557,868 | SH | SOLE | 1, 2 | 557,868 | 0 | 0 | |