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
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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
ALLERGAN PLC SHS G0177J108 66,385 247,677 SH   SOLE   247,677 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 56,406 1,166,134 SH   SOLE   1,166,134 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 288,845 12,249,571 SH   SOLE   12,249,571 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 117,195 5,329,468 SH   SOLE   5,329,468 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 50,470 2,531,097 SH   SOLE   2,531,097 0 0
GRACE W R & CO DEL NEW COM 38388F108 39,545 555,562 SH   SOLE   555,562 0 0
MATTRESS FIRM HLDG CORP COM 57722W106 155,298 3,663,547 SH   SOLE   3,663,547 0 0
MCKESSON CORP COM 58155Q103 15,725 100,000 SH Call SOLE   100,000 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 42,789 807,650 SH   SOLE   807,650 0 0
PFIZER INC COM 717081103 20,407 688,495 SH   SOLE   688,495 0 0
PTC INC COM 69370C100 16,349 493,029 SH   SOLE   493,029 0 0
RUBICON PROJ INC COM 78112V102 80,724 4,416,000 SH   SOLE   4,416,000 0 0
SABRE CORP COM 78573M104 23,324 806,515 SH   SOLE   806,515 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 3,774 143,500 SH Call SOLE   143,500 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 24,200 920,157 SH   SOLE   920,157 0 0