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

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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 19,695 405,000 SH   SOLE   405,000 0 0
BP PLC SPONSORED ADR 055622104 18,913 450,000 SH   SOLE   450,000 0 0
CST BRANDS INC COM 12646r105 10,430 350,000 SH   SOLE   350,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 30,330 450,000 SH   SOLE   450,000 0 0
KEARNY FINL CORP COM 487169104 5,447 533,000 SH   SOLE   533,000 0 0
NEWS CORP NEW CL A 65249b109 3,613 225,000 SH   SOLE   225,000 0 0
NEWS CORP NEW CL B 65249b208 14,787 900,000 SH   SOLE   900,000 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377t107 17,945 520,000 SH   SOLE   520,000 0 0
SANOFI RIGHT 12/31/2020 80105n113 2,828 1,400,000 SH   SOLE   1,400,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 18,180 750,000 SH   SOLE   750,000 0 0
TFS FINL CORP COM 87240r107 22,743 1,900,000 SH   SOLE   1,900,000 0 0
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 43,095 1,225,000 SH   SOLE   1,225,000 0 0
WASHINGTON POST CO CL B 939640108 21,961 35,922 SH   SOLE   35,922 0 0
GYRODYNE CO AMER INC COM 403820103 8,239 110,000 SH   SOLE   110,000 0 0
QLT INC COM 746927102 1,042 225,000 SH   SOLE   225,000 0 0
SIGA TECHNOLOGIES INC COM 826917106 1,926 501,473 SH   SOLE   501,473 0 0
WRIGHT MED GROUP INC RIGHT 03/01/2019 98235t115 607 1,710,000 SH   SOLE   1,710,000 0 0
RUSH ENTERPRISES INC CL B 781846308 11,954 525,000 SH   SOLE   525,000 0 0