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
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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
ARRIS GROUP INC NEW COM 04270V106 64,112 2,468,700 SH   SOLE   2,468,700 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 209,307 2,579,262 SH   SOLE   2,579,262 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 37,503 300,000 SH   SOLE   300,000 0 0
AXIALL CORP COM 05463D100 13,436 856,318 SH   SOLE   856,318 0 0
FAMOUS DAVES AMER INC COM 307068106 15,958 1,236,108 SH   SOLE   1,236,108 0 0
FERRO CORP COM 315405100 52,763 4,818,527 SH   SOLE   4,818,527 0 0
GNC HLDGS INC COM CL A 36191G107 89,533 2,215,070 SH   SOLE   2,215,070 0 0
GNC HLDGS INC COM CL A 36191G107 59,712 1,477,300 SH Call SOLE   1,477,300 0 0
HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 114,936 5,659,100 SH   SOLE   5,659,100 0 0
INSPERITY INC COM 45778Q107 40,754 927,700 SH   SOLE   927,700 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 9,135 450,000 SH   SOLE   450,000 0 0
ISHARES TR NASDQ BIOTEC ETF 464287556 27,300 90,000 SH   SOLE   90,000 0 0
ISHARES TR NASDQ BIOTEC ETF 464287556 27,300 90,000 SH Put SOLE   90,000 0 0
JARDEN CORP COM 471109108 71,624 1,465,300 SH   SOLE   1,465,300 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 8,017 1,216,478 SH   SOLE   1,216,478 0 0
MENS WEARHOUSE INC COM 587118100 106,717 2,509,815 SH   SOLE   2,509,815 0 0
MENS WEARHOUSE INC COM 587118100 24,662 580,000 SH Call SOLE   580,000 0 0
MICROSOFT CORP COM 594918104 8,852 200,000 SH Call SOLE   200,000 0 0
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 14,105 1,142,095 SH   SOLE   1,142,095 0 0
OFFICE DEPOT INC COM 676220106 30,495 4,750,000 SH   SOLE   4,750,000 0 0
OWENS CORNING NEW COM 690742101 88,304 2,107,000 SH   SOLE   2,107,000 0 0
OWENS CORNING NEW COM 690742101 141,895 3,385,700 SH Call SOLE   3,385,700 0 0
PERRIGO CO PLC SHS G97822103 3,145 20,000 SH   SOLE   20,000 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 2,587 204,500 SH   SOLE   204,500 0 0
SEAWORLD ENTMT INC COM 81282V100 26,715 1,500,000 SH   SOLE   1,500,000 0 0
SEAWORLD ENTMT INC COM 81282V100 10,686 600,000 SH Call SOLE   600,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 24,945 500,000 SH Put SOLE   500,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 9,263 110,000 SH   SOLE   110,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 11,755 110,000 SH   SOLE   110,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 862,335 4,500,000 SH Put SOLE   4,500,000 0 0
STAPLES INC COM 855030102 107,984 9,205,800 SH Call SOLE   9,205,800 0 0
STAPLES INC COM 855030102 4,106 350,000 SH   SOLE   350,000 0 0
SUNEDISON INC COM 86732Y109 1,077 150,000 SH   SOLE   150,000 0 0
TRIBUNE MEDIA CO CL A 896047503 6,490 182,302 SH   SOLE   182,302 0 0
VEREIT INC COM 92339V100 1,200 155,485 SH   SOLE   155,485 0 0
WAUSAU PAPER CORP COM 943315101 24,727 3,863,544 SH   SOLE   3,863,544 0 0
WESTROCK CO COM 96145D105 12,943 251,614 SH   SOLE   251,614 0 0
YAHOO INC COM 984332106 41,090 1,421,300 SH   SOLE   1,421,300 0 0
ZOETIS INC CL A 98978V103 5,148 125,000 SH   SOLE   125,000 0 0