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
NV Energy Inc COM 67073Y106 13,501 575,488 SH   SOLE 0 575,488 0 0
Pioneer Southwest Energy Partners COM 72388B106 1,695 49,488 SH   SOLE 0 49,488 0 0
LUFKIN INDUSTRIES INC COM 549764108 18,054 204,073 SH   SOLE 0 204,073 0 0
EXACTTARGET INC COM 30064K105 5,452 161,692 SH   SOLE 0 161,692 0 0
BELO CORP COM SER A 80555105 5,366 384,650 SH   SOLE 0 384,650 0 0
CAPLEASE INC COM 140288101 7,267 861,075 SH   SOLE 0 861,075 0 0
ARBITRON INC COM 03875Q108 2,336 50,296 SH   SOLE 0 50,296 0 0
RUE21 INC COM 781295100 8,168 196,305 SH   SOLE 0 196,305 0 0
STEWART ENTERPRISES INC COM 860370105 4,411 337,000 SH   SOLE 0 337,000 0 0
BMC SOFTWARE INC COM 55921100 13,615 301,684 SH   SOLE 0 301,684 0 0
SMITHFIELD FOODS INC COM 832248108 8,674 264,870 SH   SOLE 0 264,870 0 0
PFIZER INC COM 717081103 140,524 5,016,914 SH   SOLE 0 5,016,914 0 0
PFE US 07/20/13 P35 PUT 717081953 35,140 50,200 PRN   SOLE 0 50,200 0 0