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 10,365 12,000 SH   SOLE   12,000 0 0
IMPERIAL OIL LTD COM NEW 453038408 20,224 470,000 SH   SOLE   470,000 0 0
NEWS CORP NEW CL B 65249B208 54,288 3,600,000 SH   SOLE   3,600,000 0 0
OCWEN FINL CORP COM NEW 675746309 43,035 2,850,000 SH   SOLE   2,850,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 76,603 1,779,800 SH   SOLE   1,779,800 0 0
STARWOOD WAYPOINT RESIDENTL COM SHS 85571W109 29,666 1,125,000 SH   SOLE   1,125,000 0 0
STATE NATL COS INC COM 85711T305 17,808 1,486,468 SH   SOLE   1,486,468 0 0
MODUSLINK GLOBAL SOLUTIONS I COM 60786L107 6,469 1,725,000 SH   SOLE   1,725,000 0 0
COVIDIEN PLC SHS G2554F113 40,401 395,000 SH   SOLE   395,000 0 0
RUSH ENTERPRISES INC CL B 781846308 23,936 850,000 SH   SOLE   850,000 0 0
LINCOLN NATL CORP IND COM 534187109 8,362 145,000 SH   SOLE   145,000 0 0
WRIGHT MED GROUP INC RIGHT 03/01/2019 98235T115 23,663 4,950,393 SH   SOLE   0 0 4,950,393
BP PLC CALL 055622904 13,506 354,300 SH Call SOLE   0 0 354,300
IMPERIAL OIL LTD CALL 453038908 8,606 200,000 SH Call SOLE   0 0 200,000
BREITBURN ENERGY PARTNERS LP PUT 106776957 700 100,000 SH Put SOLE   0 0 100,000