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       <nameOfIssuer>3M CO</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>88579Y101</cusip>
       <value>3975</value>
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       <nameOfIssuer>ACCRETIVE HEALTH INC</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>00438V103</cusip>
       <value>6667</value>
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           <sshPrnamt>731003</sshPrnamt>
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           <Sole>731003</Sole>
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       <nameOfIssuer>ALERE INC</nameOfIssuer>
       <titleOfClass>PERP PFD CONV SE</titleOfClass>
       <cusip>01449J204</cusip>
       <value>4420</value>
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           <sshPrnamt>17000</sshPrnamt>
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           <Sole>17000</Sole>
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       <nameOfIssuer>AMERICAN EAGLE OUTFITTERS NE</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>02553E106</cusip>
       <value>1693</value>
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       <titleOfClass>COM</titleOfClass>
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       <value>3004</value>
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           <sshPrnamt>6300</sshPrnamt>
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           <None>0</None>
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       <nameOfIssuer>AUTOMATIC DATA PROCESSING IN</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>053015103</cusip>
       <value>14338</value>
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           <None>0</None>
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       <nameOfIssuer>AUTOZONE INC</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>053332102</cusip>
       <value>14415</value>
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           <sshPrnamt>34100</sshPrnamt>
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           <Sole>34100</Sole>
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           <None>0</None>
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       <nameOfIssuer>BLACKHAWK NETWORK HLDGS INC</nameOfIssuer>
       <titleOfClass>CL A</titleOfClass>
       <cusip>09238E104</cusip>
       <value>1269</value>
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           <sshPrnamt>52802</sshPrnamt>
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           <Sole>52802</Sole>
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           <None>0</None>
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       <nameOfIssuer>CADENCE DESIGN SYSTEM INC</nameOfIssuer>
       <titleOfClass>NOTE 1.500%12/1</titleOfClass>
       <cusip>127387AF5</cusip>
       <value>27487</value>
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           <sshPrnamt>27500000</sshPrnamt>
           <sshPrnamtType>PRN</sshPrnamtType>
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       <votingAuthority>
           <Sole>27500000</Sole>
           <Shared>0</Shared>
           <None>0</None>
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       <nameOfIssuer>CDW CORP</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>12514G108</cusip>
       <value>2845</value>
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           <sshPrnamt>124606</sshPrnamt>
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           <Sole>124606</Sole>
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           <None>0</None>
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   <infoTable>
       <nameOfIssuer>CHECK POINT SOFTWARE TECH LT</nameOfIssuer>
       <titleOfClass>ORD</titleOfClass>
       <cusip>M22465104</cusip>
       <value>11573</value>
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           <sshPrnamtType>SH</sshPrnamtType>
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       <votingAuthority>
           <Sole>204607</Sole>
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           <None>0</None>
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       <nameOfIssuer>CISCO SYS INC</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>17275R102</cusip>
       <value>17088</value>
       <shrsOrPrnAmt>
           <sshPrnamt>729291</sshPrnamt>
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           <Sole>729291</Sole>
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           <None>0</None>
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       <nameOfIssuer>CLOROX CO DEL</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>189054109</cusip>
       <value>3717</value>
       <shrsOrPrnAmt>
           <sshPrnamt>45490</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>45490</Sole>
           <Shared>0</Shared>
           <None>0</None>
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       <nameOfIssuer>COACH INC</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>189754104</cusip>
       <value>8777</value>
       <shrsOrPrnAmt>
           <sshPrnamt>160950</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>160950</Sole>
           <Shared>0</Shared>
           <None>0</None>
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       <nameOfIssuer>COCA COLA CO</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>191216100</cusip>
       <value>16110</value>
       <shrsOrPrnAmt>
           <sshPrnamt>425275</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>425275</Sole>
           <Shared>0</Shared>
           <None>0</None>
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   <infoTable>
       <nameOfIssuer>COLGATE PALMOLIVE CO</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>194162103</cusip>
       <value>3872</value>
       <shrsOrPrnAmt>
           <sshPrnamt>65298</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>65298</Sole>
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           <None>0</None>
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       <nameOfIssuer>DARDEN RESTAURANTS INC</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>237194105</cusip>
       <value>8329</value>
       <shrsOrPrnAmt>
           <sshPrnamt>179940</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>179940</Sole>
           <Shared>0</Shared>
           <None>0</None>
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       <nameOfIssuer>DELL INC</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>24702R101</cusip>
       <value>1126</value>
       <shrsOrPrnAmt>
           <sshPrnamt>81880</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>81880</Sole>
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           <None>0</None>
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       <nameOfIssuer>DOLBY LABORATORIES INC</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>25659T107</cusip>
       <value>8476</value>
       <shrsOrPrnAmt>
           <sshPrnamt>245596</sshPrnamt>
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       <votingAuthority>
           <Sole>245596</Sole>
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           <None>0</None>
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       <nameOfIssuer>EBAY INC</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>278642103</cusip>
       <value>8544</value>
       <shrsOrPrnAmt>
           <sshPrnamt>153130</sshPrnamt>
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           <Sole>153130</Sole>
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           <None>0</None>
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       <nameOfIssuer>ELLINGTON FINANCIAL LLC</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>288522303</cusip>
       <value>5618</value>
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           <sshPrnamt>250000</sshPrnamt>
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           <Sole>250000</Sole>
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           <None>0</None>
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       <nameOfIssuer>EXXON MOBIL CORP</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>30231G102</cusip>
       <value>3317</value>
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           <sshPrnamt>38557</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>38557</Sole>
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           <None>0</None>
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       <nameOfIssuer>GENERAL MLS INC</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>370334104</cusip>
       <value>3603</value>
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           <sshPrnamt>75181</sshPrnamt>
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           <Sole>75181</Sole>
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           <None>0</None>
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       <nameOfIssuer>GOLDMAN SACHS GROUP INC</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>38141G104</cusip>
       <value>12097</value>
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           <sshPrnamt>76464</sshPrnamt>
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           <Sole>76464</Sole>
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           <None>0</None>
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       <nameOfIssuer>INTEL CORP</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>458140100</cusip>
       <value>3842</value>
       <shrsOrPrnAmt>
           <sshPrnamt>167607</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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       <investmentDiscretion>SOLE</investmentDiscretion>
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           <Sole>167607</Sole>
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           <None>0</None>
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       <nameOfIssuer>INTUIT</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>461202103</cusip>
       <value>12168</value>
       <shrsOrPrnAmt>
           <sshPrnamt>183499</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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       <votingAuthority>
           <Sole>183499</Sole>
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           <None>0</None>
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   <infoTable>
       <nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>478160104</cusip>
       <value>12548</value>
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           <sshPrnamt>144742</sshPrnamt>
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           <Sole>144742</Sole>
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           <None>0</None>
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       <nameOfIssuer>KELLOGG CO</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>487836108</cusip>
       <value>3466</value>
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           <sshPrnamt>59019</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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       <investmentDiscretion>SOLE</investmentDiscretion>
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           <Sole>59019</Sole>
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           <None>0</None>
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       <nameOfIssuer>KINDER MORGAN INC DEL</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>49456B101</cusip>
       <value>15167</value>
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           <sshPrnamt>426400</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>426400</Sole>
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           <None>0</None>
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       <nameOfIssuer>KINDER MORGAN INC DEL</nameOfIssuer>
       <titleOfClass>*W EXP 05/25/201</titleOfClass>
       <cusip>49456B119</cusip>
       <value>1631</value>
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           <sshPrnamt>328105</sshPrnamt>
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           <Sole>328105</Sole>
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           <None>0</None>
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       <nameOfIssuer>MACK CALI RLTY CORP</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>554489104</cusip>
       <value>8266</value>
       <shrsOrPrnAmt>
           <sshPrnamt>376747</sshPrnamt>
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           <Sole>376747</Sole>
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       <nameOfIssuer>MCDONALDS CORP</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>580135101</cusip>
       <value>3833</value>
       <shrsOrPrnAmt>
           <sshPrnamt>39836</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>39836</Sole>
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           <None>0</None>
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       <nameOfIssuer>MSCI INC</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>55354G100</cusip>
       <value>12248</value>
       <shrsOrPrnAmt>
           <sshPrnamt>304214</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>304214</Sole>
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           <None>0</None>
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       <nameOfIssuer>NETAPP INC</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>64110D104</cusip>
       <value>10404</value>
       <shrsOrPrnAmt>
           <sshPrnamt>244100</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>244100</Sole>
           <Shared>0</Shared>
           <None>0</None>
       </votingAuthority>
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       <nameOfIssuer>NORFOLK SOUTHERN CORP</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>655844108</cusip>
       <value>4121</value>
       <shrsOrPrnAmt>
           <sshPrnamt>53279</sshPrnamt>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>53279</Sole>
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           <None>0</None>
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       <nameOfIssuer>ORACLE CORP</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>68389X105</cusip>
       <value>12393</value>
       <shrsOrPrnAmt>
           <sshPrnamt>373619</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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       <votingAuthority>
           <Sole>373619</Sole>
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           <None>0</None>
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       <nameOfIssuer>PEPSICO INC</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>713448108</cusip>
       <value>3720</value>
       <shrsOrPrnAmt>
           <sshPrnamt>46797</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>46797</Sole>
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           <None>0</None>
       </votingAuthority>
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   <infoTable>
       <nameOfIssuer>PROCTER &amp; GAMBLE CO</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>742718109</cusip>
       <value>3682</value>
       <shrsOrPrnAmt>
           <sshPrnamt>48715</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>48715</Sole>
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           <None>0</None>
       </votingAuthority>
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   <infoTable>
       <nameOfIssuer>PROGRESSIVE CORP OHIO</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>743315103</cusip>
       <value>8523</value>
       <shrsOrPrnAmt>
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           <sshPrnamtType>SH</sshPrnamtType>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>312992</Sole>
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           <None>0</None>
       </votingAuthority>
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   <infoTable>
       <nameOfIssuer>SONIC CORP</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>835451105</cusip>
       <value>6305</value>
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           <sshPrnamt>355200</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>355200</Sole>
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           <None>0</None>
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           <Sole>50310</Sole>
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</informationTable>
