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 51,248 188,544 SH   SOLE   188,544 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 60,070 341,600 SH   SOLE   341,600 0 0
COTY INC COM CL A 222070203 62,780 2,320,033 SH   SOLE   2,320,033 0 0
ENDO INTL PLC SHS G30401106 38,984 562,699 SH   SOLE   562,699 0 0
HILLTOP HOLDINGS INC COM 432748101 11,824 596,884 SH   SOLE   596,884 0 0
HORIZON PHARMA PLC SHS G4617B105 9,910 500,000 SH Call SOLE   500,000 0 0
KRAFT HEINZ CO COM 500754106 5,240 74,240 SH   SOLE   74,240 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 42,921 999,568 SH   SOLE   999,568 0 0
PINNACLE FOODS INC DEL COM 72348P104 41,852 999,330 SH   SOLE   999,330 0 0
POST HLDGS INC COM 737446104 76,156 1,288,604 SH   SOLE   1,288,604 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 56,647 317,561 SH   SOLE   317,561 0 0