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
8POINT3 ENERGY PARTNERS LP CL A RPT LTDPT 282539105 584 48,089 SH   SOLE 48,089 0 0
AETNA INC NEW COM 00817Y108 9,060 53,610 SH   SOLE 53,610 0 0
AMTRUST FINL SVCS INC COM 032359309 30,775 2,500,000 SH   SOLE 2,500,000 0 0
CAPELLA EDUCATION COMPANY COM 139594105 1,632 16,590 SH   SOLE 16,590 0 0
CAVIUM INC COM 14964U108 151,698 1,791,008 SH   SOLE 1,791,008 0 0
GENERAL CABLE CORP DEL NEW COM 369300108 2,960 100,000 SH   SOLE 100,000 0 0
HAWAIIAN TELCOM HOLDCO INC COM 420031106 1,274 42,030 SH   SOLE 42,030 0 0
HRG GROUP INC COM 40434J100 17,658 1,070,861 SH   SOLE 1,070,861 0 0
INFINITY PPTY & CAS CORP COM 45665Q103 2,790 23,561 SH   SOLE 23,561 0 0
MICROSEMI CORP COM 595137100 97,462 1,505,906 SH   SOLE 1,505,906 0 0
MONSANTO CO NEW COM 61166W101 28,537 244,554 SH   SOLE 244,554 0 0
NXP SEMICONDUCTORS N V COM N6596X109 168,223 1,437,800 SH   SOLE 1,437,800 0 0
RSP PERMIAN INC COM 74978Q105 74,998 1,599,795 SH   SOLE 1,599,795 0 0
TIME WARNER INC COM 887317303 105,031 1,146,500 SH   SOLE 1,146,500 0 0
TRIBUNE MEDIA CO CL A 896047503 81,020 2,000,000 SH   SOLE 2,000,000 0 0
WGL HLDGS INC COM 92924F106 47,257 572,600 SH   SOLE 572,600 0 0