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
GRAHAM HLDGS CO COM 384637104 13,992 20,000 SH   SOLE   20,000 0 0
IMPERIAL OIL LTD COM NEW 453038408 22,193 470,000 SH   SOLE   470,000 0 0
LEUCADIA NATL CORP COM 527288104 1,218 51,100 SH   SOLE   51,100 0 0
LINCOLN NATL CORP IND COM 534187109 7,769 145,000 SH   SOLE   145,000 0 0
RUSH ENTERPRISES INC CL B 781846308 23,479 785,000 SH   SOLE   785,000 0 0
SCRIPPS E W CO OHIO CL A NEW 811054402 6,889 422,380 SH   SOLE   422,380 0 0
SIGA TECHNOLOGIES INC COM 826917106 440 304,181 SH   SOLE   304,181 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 65,463 1,720,000 SH   SOLE   1,720,000 0 0
MODUSLINK GLOBAL SOLUTIONS I COM 60786L107 6,491 1,818,148 SH   SOLE   1,818,148 0 0
NEWS CORP NEW CL B 65249B208 33,873 2,100,000 SH   SOLE   2,100,000 0 0
SANOFI RIGHT 12/31/2020 80105N113 822 1,767,800 SH   SOLE   0 0 1,767,800
STARWOOD WAYPOINT RESIDENTL COM SHS 85571W109 33,813 1,300,000 SH   SOLE   1,300,000 0 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857W308 19,734 600,000 SH   SOLE   600,000 0 0
WRIGHT MED GROUP INC RIGHT 03/01/2019 98235T115 5,940 2,700,000 SH   SOLE   0 0 2,700,000
COVIDIEN PLC SHS G2554F113 17,302 200,000 SH   SOLE   200,000 0 0
IMPERIAL OIL LTD CALL 453038908 9,444 200,000 SH Call SOLE   0 0 200,000
BREITBURN ENERGY PARTNERS LP PUT 106776957 2,032 100,000 SH Put SOLE   0 0 100,000
BP PLC CALL 55622904 32,963 750,000 SH Call SOLE   0 0 750,000