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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADVANCE AUTO PARTS INCCOM00751Y106421,2642,825,000SH DFND1, 2, 3, 4, 5, 62,825,00000
BAXTER INTL INCCOM07181310989,2501,875,000SH DFND1, 2, 3, 4, 5, 61,875,00000
BRINKS COCOM109696104169,7874,578,930SH DFND1, 2, 3, 4, 5, 64,578,93000
CABELAS INCCOM12680430127,465500,000SHCallDFND1, 2, 3, 4, 5, 6000
CABELAS INCCOM12680430116,479300,000SH DFND1, 2, 3, 4, 5, 6300,00000
CURTISS WRIGHT CORPCOM23156110115,817173,600SH DFND1, 2, 3, 4, 5, 6173,60000
DEPOMED INCCOM249908104150,1946,015,000SH DFND1, 2, 3, 4, 5, 66,015,00000
FIESTA RESTAURANT GROUP INCCOM31660B10114,040585,000SH DFND1, 2, 3, 4, 5, 6585,00000
HEWLETT PACKARD ENTERPRISE CCOM42824C109124,7735,484,506SH DFND1, 2, 3, 4, 5, 65,484,50600
IMPERVA INCCOM45321L1008,594160,000SH DFND1, 2, 3, 4, 5, 6160,00000
INFOBLOX INCCOM45672H10473,8362,800,000SH DFND1, 2, 3, 4, 5, 62,800,00000
INSPERITY INCCOM45778Q107108,6741,496,063SH DFND1, 2, 3, 4, 5, 61,496,06300
ISHARES TRRUS 2000 VAL ETF46428763058,241556,000SH DFND1, 2, 3, 4, 5, 6556,00000
ISHARES TRRUSSELL 2000 ETF464287655436,2213,500,000SHPutDFND1, 2, 3, 4, 5, 63,500,00000
MACYS INCCOM55616P104111,5283,010,200SH DFND1, 2, 3, 4, 5, 63,010,20000
MARVELL TECHNOLOGY GROUP LTDORDG5876H105447,47533,720,786SH DFND1, 2, 3, 4, 5, 633,720,78600
PERRIGO CO PLCSHSG97822103544,2945,895,093SH DFND1, 2, 3, 4, 5, 65,895,09300
PINNACLE ENTMT INC NEWCOM72348Y10518,8151,524,700SH DFND1, 2, 3, 4, 5, 61,524,70000
QUANTUM CORPNOTE 4.500% 11/1747906AJ432,86135,550,000PRN DFND1, 2, 3, 4, 5, 60035,550,000
QUANTUM CORPCOM DSSG74790620413,96518,968,996SH DFND1, 2, 3, 4, 5, 618,968,99600
STEWART INFORMATION SVCS CORCOM860372101102,9022,315,000SH DFND1, 2, 3, 4, 5, 62,315,00000
TRONC INCCOM89703P10715,952945,000SH DFND1, 2, 3, 4, 5, 6945,00000
WESTROCK COCOM96145D105145,4403,000,000SH DFND1, 2, 3, 4, 5, 63,000,00000
YAHOO INCCOM984332106530,07112,298,627SH DFND1, 2, 3, 4, 5, 612,298,62700