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
EXPRESS SCRIPTS HOLDING CO COM 30219G108 8,635 125,000 SH   SOLE 125,000 0 0
MAGICJACK VOCALTEC LTD SHS M6787E101 1,260 150,000 SH   SOLE 150,000 0 0
OCLARO INC COM NEW 67555N206 10,488 1,097,100 SH   SOLE 1,097,100 0 0
ROCKWELL COLLINS INC COM 774341101 81,435 603,896 SH   SOLE 603,896 0 0
STEWART INFORMATION SVCS COR COM 860372101 10,518 239,378 SH   SOLE 239,378 0 0