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
DELL INC COM 24702R101 111,055 8,337,476 SH   SOLE   8,337,476 0 0
ACTAVIS INC COM 00507K103 808 6,400 SH   SOLE   6,400 0 0
ARBITRON INC COM 03875Q108 19,741 425,000 SH   SOLE   425,000 0 0
BMC Software Inc COM 055921100 95,178 2,108,970 SH   SOLE   2,108,970 0 0
SMITHFIELD FOODS INC COM 832248108 70,602 2,155,791 SH   SOLE   2,155,791 0 0
WARNER CHILCOTT PLC IRELAND SHS A G94368100 25,871 1,298,736 SH   SOLE   1,298,736 0 0
NYSE EURONEXT COM 629491101 127,276 3,074,289 SH   SOLE   3,074,289 0 0
STEWART ENTERPRISES INC CL A 860370105 798 61,000 SH   SOLE   61,000 0 0
BELO CORP COM SER A 080555105 4,255 305,000 SH   SOLE   305,000 0 0