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
ALLERGAN PLC SHS G0177J108 65,222 283,193 SH   SOLE   283,193 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 216 1 SH   SOLE   1 0 0
BLACKBERRY LTD COM 09228F103 76,826 9,627,337 SH   SOLE   9,627,337 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 26,690 495,000 SH   SOLE   495,000 0 0
CIGNA CORPORATION COM 125509109 15,247 117,000 SH   SOLE   117,000 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 106,780 4,379,805 SH   SOLE   4,379,805 0 0
JOHNSON CTLS INTL PLC SHS G51502105 105,311 2,263,288 SH   SOLE   2,263,288 0 0
KLA-TENCOR CORP COM 482480100 23,003 329,980 SH   SOLE   329,980 0 0
LEXMARK INTL INC CL A 529771107 4,890 122,374 SH   SOLE   122,374 0 0
LINKEDIN CORP COM CL A 53578A108 92,755 485,323 SH   SOLE   485,323 0 0
MONSANTO CO NEW COM 61166W101 74,810 732,000 SH   SOLE   732,000 0 0
PRESS GANEY HLDGS INC COM 74113L102 31,225 772,887 SH   SOLE   772,887 0 0
SHIRE PLC SPONSORED ADR 82481R106 83,570 431,084 SH   SOLE   431,084 0 0
WHITEWAVE FOODS CO COM 966244105 74,569 1,370,000 SH   SOLE   1,370,000 0 0
WHITEWAVE FOODS CO COM 966244105 65,392 1,201,400 SH Call SOLE   1,201,400 0 0
YAHOO INC COM 984332106 181,343 4,207,500 SH   SOLE   4,207,500 0 0