The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 18,997 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| ASSISTED LIVING CONCPT NEV N | CL A NEW | 04544x300 | 15,847 | 1,325,000 | SH | SOLE | 1,325,000 | 0 | 0 | ||
| CST BRANDS INC | COM | 12646r105 | 9,243 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| E TRADE FINANCIAL CORP | COM NEW | 269246401 | 4,431 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| ENGILITY HLDGS INC | COM | 29285w104 | 7,815 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| HUNTINGTON INGALLS INDS INC | COM | 446413106 | 28,240 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| KEARNY FINL CORP | COM | 487169104 | 5,591 | 533,000 | SH | SOLE | 533,000 | 0 | 0 | ||
| RYMAN HOSPITALITY PPTYS INC | COM | 78377t107 | 23,406 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| SANOFI | RIGHT 12/31/2020 | 80105n113 | 3,023 | 1,566,546 | SH | SOLE | 1,566,546 | 0 | 0 | ||
| SELECT INCOME REIT | COM SH BEN INT | 81618t100 | 7,010 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 13,962 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| TFS FINL CORP | COM | 87240r107 | 21,280 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||
| VODAFONE GROUP PLC NEW | SPONS ADR NEW | 92857W209 | 28,740 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| WASHINGTON POST CO | CL B | 939640108 | 19,351 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| GYRODYNE CO AMER INC | COM | 403820103 | 4,719 | 66,004 | SH | SOLE | 66,004 | 0 | 0 | ||
| MAXYGEN INC | COM | 577776107 | 2,073 | 835,736 | SH | SOLE | 835,736 | 0 | 0 | ||
| WRIGHT MED GROUP INC | RIGHT 03/01/2019 | 98235t115 | 2,791 | 1,030,000 | SH | SOLE | 1,030,000 | 0 | 0 | ||
| RUSH ENTERPRISES INC | CL B | 781846308 | 11,298 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| LINNCO LLC | PUT | 535782956 | 1,465 | 40,000 | SH | Put | SOLE | 0 | 0 | 0 | |