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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 316,516 | 3,175,000 | SH | DFND | 1,2,3,4,5,6 | 3,175,000 | 0 | 0 | |
| ALTABA INC | COM | 021346101 | 733,621 | 10,502,806 | SH | DFND | 1,2,3,4,5,6 | 10,502,806 | 0 | 0 | |
| BAXTER INTL INC | COM | 071813109 | 77,083 | 1,192,500 | SH | DFND | 1,2,3,4,5,6 | 1,192,500 | 0 | 0 | |
| BEMIS INC | COM | 081437105 | 101,793 | 2,130,000 | SH | DFND | 1,2,3,4,5,6 | 2,130,000 | 0 | 0 | |
| BRINKS CO | COM | 109696104 | 67,305 | 855,205 | SH | DFND | 1,2,3,4,5,6 | 855,205 | 0 | 0 | |
| CARS COM INC | COM | 14575E105 | 131,943 | 4,575,000 | SH | DFND | 1,2,3,4,5,6 | 4,575,000 | 0 | 0 | |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 71,020 | 1,000,000 | SH | DFND | 1,2,3,4,5,6 | 1,000,000 | 0 | 0 | |
| DEPOMED INC | COM | 249908104 | 37,797 | 4,695,270 | SH | DFND | 1,2,3,4,5,6 | 4,695,270 | 0 | 0 | |
| ENVISION HEALTHCARE CORP | COM | 29414D100 | 88,987 | 2,574,852 | SH | DFND | 1,2,3,4,5,6 | 2,574,852 | 0 | 0 | |
| FOREST CITY RLTY TR INC | COM CL A | 345605109 | 128,627 | 5,337,223 | SH | DFND | 1,2,3,4,5,6 | 5,337,223 | 0 | 0 | |
| FORTINET INC | COM | 34959E109 | 153,632 | 3,516,406 | SH | DFND | 1,2,3,4,5,6 | 3,516,406 | 0 | 0 | |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | 66,145 | 526,000 | SH | DFND | 1,2,3,4,5,6 | 526,000 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 6,742 | 2,962,500 | SH | Put | DFND | 1,2,3,4,5,6 | 2,962,500 | 0 | 0 |
| MACERICH CO | COM | 554382101 | 39,408 | 600,000 | SH | DFND | 1,2,3,4,5,6 | 600,000 | 0 | 0 | |
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 723,985 | 33,720,786 | SH | DFND | 1,2,3,4,5,6 | 33,720,786 | 0 | 0 | |
| MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 323,928 | 5,006,621 | SH | DFND | 1,2,3,4,5,6 | 5,006,621 | 0 | 0 | |
| MONOTYPE IMAGING HOLDINGS IN | COM | 61022P100 | 82,050 | 3,404,546 | SH | DFND | 1,2,3,4,5,6 | 3,404,546 | 0 | 0 | |
| PERRIGO CO PLC | SHS | G97822103 | 840,347 | 9,641,425 | SH | DFND | 1,2,3,4,5,6 | 9,641,425 | 0 | 0 | |
| STEWART INFORMATION SVCS COR | COM | 860372101 | 97,925 | 2,315,000 | SH | DFND | 1,2,3,4,5,6 | 2,315,000 | 0 | 0 | |