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
ADT CORP/THE COM 00101J106 21,977 532,000 SH   SOLE   532,000 0 0
ALLERGAN INC SHS 018490102 9,156 33,400 SH   SOLE   33,400 0 0
BAXALTA INC COM 07177M103 23,606 583,000 SH   SOLE   583,000 0 0
BLOUNT INTERNATIONAL INC COM 095180105 16,386 1,645,140 SH   SOLE   1,645,140 0 0
CABLEVISION SYSTEMS-NY GRP-A CL A NY CABLVS 12686C109 3,038 92,063 SH   SOLE   92,063 0 0
CARMIKE CINEMAS INC COM 143436400 12,565 418,000 SH   SOLE   418,000 0 0
CHECKPOINT SYSTEMS INC COM 162825103 3,905 382,464 SH   SOLE   382,464 0 0
EMC CORP/MA COM 268648102 19,800 742,000 SH   SOLE   742,000 0 0
HUMANA INC COM 444859102 15,645 84,800 SH   SOLE   84,800 0 0
INTERXION HOLDING NV SHS N47279109 6,797 197,001 SH   SOLE   197,001 0 0
OFFICE DEPOT INC COM 676220106 5,473 765,500 SH   SOLE   765,500 0 0
RITE AID CORP COM 767754104 5,979 735,000 SH   SOLE   735,000 0 0
STARWOOD HOTELS & RESORTS COM 85590A401 32,523 389,400 SH   SOLE   389,400 0 0
VIVINT SOLAR INC COM 92854Q106 3,515 1,344,078 SH   SOLE   1,344,078 0 0