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
ABBVIE INC COM 00287Y109 17,380 300,900 SH Call SOLE   300,900 0 0
ACTAVIS PLC SHS G0083B108 38,831 160,935 SH   SOLE   160,935 0 0
ACTAVIS PLC SHS G0083B108 42,996 178,200 SH Call SOLE   178,200 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 142,973 11,855,103 SH   SOLE   11,855,103 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 2,412 200,000 SH Call SOLE   200,000 0 0
ASHLAND INC NEW COM 044209104 13,324 128,000 SH Call SOLE   128,000 0 0
COVIDIEN PLC SHS G2554F113 32,611 376,961 SH   SOLE   376,961 0 0
HERBALIFE LTD COM USD SHS G4412G101 2,499 57,129 SH   SOLE   57,129 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 3,610 142,200 SH Call SOLE   142,200 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 49,437 1,947,132 SH   SOLE   1,947,132 0 0
KNOWLES CORP COM 49926D109 36,969 1,395,079 SH   SOLE   1,395,079 0 0
LAMAR ADVERTISING CO CL A 512815101 58,270 1,183,157 SH   SOLE   1,183,157 0 0
LAMAR ADVERTISING CO CL A 512815101 16,253 330,000 SH Put SOLE   330,000 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 948 10,512 SH   SOLE   10,512 0 0
SHIRE PLC SPONSORED ADR 82481R106 2,850 11,000 SH   SOLE   11,000 0 0
TIM HORTONS INC COM 88706M103 28,200 357,824 SH   SOLE   357,824 0 0
TIME WARNER CABLE INC COM 88732J207 39,112 272,570 SH   SOLE   272,570 0 0