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
Estimated average burden
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
AETNA INC NEW COM 00817Y108 5,408 32,000 SH   SOLE 32,000 0 0
AKORN INC COM 009728106 3,143 168,000 SH   SOLE 168,000 0 0
AVISTA CORP COM 05379B107 1,794 35,000 SH   SOLE 35,000 0 0
BLACKHAWK NETWORK HLDGS INC COM 09238E104 3,621 81,000 SH   SOLE 81,000 0 0
CAVIUM INC COM 14964U108 5,715 72,000 SH   SOLE 72,000 0 0
CSRA INC COM 12650T104 4,288 104,000 SH   SOLE 104,000 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 1,135 15,500 SH   SOLE 15,500 0 0
DISCOVERY COMMUNICATIONS NEW COM SER C 25470F302 437 22,400 SH   SOLE 22,400 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 1,219 10,300 SH   SOLE 10,300 0 0
DST SYS INC DEL COM 233326107 1,577 18,850 SH   SOLE 18,850 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 2,072 30,000 SH   SOLE 30,000 0 0
GGP INC COM 36174X101 2,665 130,273 SH   SOLE 130,273 0 0
MICROSEMI CORP COM 595137100 6,925 107,000 SH   SOLE 107,000 0 0
MONEYGRAM INTL INC COM NEW 60935Y208 1,126 130,600 SH   SOLE 130,600 0 0
MONSANTO CO NEW COM 61166W101 12,462 106,800 SH   SOLE 106,800 0 0
MULESOFT INC CL A 625207105 1,852 42,102 SH   SOLE 42,102 0 0
NXP SEMICONDUCTORS NV COM N6596X109 15,549 132,900 SH   SOLE 132,900 0 0
OCLARO INC COM NEW 67555N206 191 20,000 SH   SOLE 20,000 0 0
ORBITAL ATK INC COM 68557N103 9,548 72,000 SH   SOLE 72,000 0 0
ROCKWELL COLLINS INC COM 774341101 12,163 90,200 SH   SOLE 90,200 0 0
RSP PERMIAN INC COM 74978Q105 1,594 34,000 SH   SOLE 34,000 0 0
STEWART INFORMATION SVCS CORP COM 860372101 312 7,099 SH   SOLE 7,099 0 0
TIME WARNER INC COM NEW 887317303 10,120 107,000 SH   SOLE 107,000 0 0
TRIBUNE MEDIA CO CL A 896047503 13,024 321,500 SH   SOLE 321,500 0 0
U S G CORP COM NEW 903293405 538 13,300 SH   SOLE 13,300 0 0
UNITED TECHNOLOGIES CORP COM 913017109 4,253 33,800 SH Call SOLE 33,800 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,808 37,800 SH   SOLE 37,800 0 0
XL GROUP LTD COM G98294104 5,913 107,000 SH   SOLE 107,000 0 0