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

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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
BALL CORP COM 058498106 46,650 750,000 SH   SOLE   750,000 0 0
CAPITAL SOUTHWEST CORP COM 140501107 13,389 282,477 SH   SOLE   282,477 0 0
FOREST CITY ENTERPRISES INC CL A 345550107 80,520 4,000,000 SH   SOLE   4,000,000 0 0
IMPERIAL OIL LTD COM NEW 453038408 7,903 250,000 SH   SOLE   250,000 0 0
INTERXION HOLDING N.V SHS N47279109 17,060 630,000 SH   SOLE   630,000 0 0
KLX INC COM 482539103 26,090 730,000 SH   SOLE   730,000 0 0
NEWS CORP NEW CL B 65249B208 29,807 2,325,000 SH   SOLE   2,325,000 0 0
OCWEN FINL CORP COM NEW 675746309 22,143 3,300,000 SH   SOLE   3,300,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 84,595 1,750,000 SH   SOLE   1,750,000 0 0
STATE NATL COS INC COM 85711T305 13,745 1,470,000 SH   SOLE   1,470,000 0 0
WRIGHT MED GROUP INC RIGHT 03/01/2019 98235T115 26,465 5,855,000 SH   SOLE   0 0 5,855,000
BP PLC SPONSORED ADR 055622104 6,112 200,000 SH Call SOLE   0 0 200,000
IMPERIAL OIL LTD COM NEW 453038408 6,351 200,000 SH Call SOLE   0 0 200,000
BP PRUDHOE BAY RTY TR UNIT BEN INT 055630107 6,381 155,300 SH Put SOLE   0 0 155,300