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 |
| DUN & BRADSTREET CORP DEL NE | COM | 26483E100 | 21,435 | 150,414 | SH | SOLE | 150,414 | 0 | 0 | ||
| ENERGEN CORP | COM | 29265N108 | 2,350 | 27,277 | SH | SOLE | 27,277 | 0 | 0 | ||
| ENGILITY HLDGS INC NEW | COM | 29286C107 | 1,589 | 44,146 | SH | SOLE | 44,146 | 0 | 0 | ||
| EXPRESS SCRIPTS HOLDING CO | COM | 30219G108 | 11,876 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| FOREST CITY REALTY TRUST- A | COM CL A | 345605109 | 18,060 | 719,800 | SH | SOLE | 719,800 | 0 | 0 | ||
| MAGICJACK VOCALTEC LTD | SHS | M6787E101 | 1,245 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| MITEL NETWORKS CORP | COM | 60671Q104 | 4,734 | 429,600 | SH | SOLE | 429,600 | 0 | 0 | ||
| OCEAN RIG UDW INC-A | COM CL A | G66964118 | 16,365 | 472,716 | SH | SOLE | 472,716 | 0 | 0 | ||
| OCLARO INC | COM NEW | 67555N206 | 9,808 | 1,097,100 | SH | SOLE | 1,097,100 | 0 | 0 | ||
| ROCKWELL COLLINS INC | COM | 774341101 | 84,829 | 603,896 | SH | SOLE | 603,896 | 0 | 0 | ||
| SHIRE PLC | SPONSORED ADR | 82481R106 | 3,701 | 20,418 | SH | SOLE | 20,418 | 0 | 0 | ||
| SONIC CORP | COM | 835451105 | 6,190 | 142,830 | SH | SOLE | 142,830 | 0 | 0 | ||
| STEWART INFORMATION SVCS COR | COM | 860372101 | 5,668 | 125,923 | SH | SOLE | 125,923 | 0 | 0 | ||
| VECTREN CORP | COM | 92240G101 | 1,210 | 16,923 | SH | SOLE | 16,923 | 0 | 0 | ||