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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
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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
ADVANCE AUTO PARTS INC COM 00751Y106 421,264 2,825,000 SH   DFND 1, 2, 3, 4, 5, 6 2,825,000 0 0
BAXTER INTL INC COM 071813109 89,250 1,875,000 SH   DFND 1, 2, 3, 4, 5, 6 1,875,000 0 0
BRINKS CO COM 109696104 169,787 4,578,930 SH   DFND 1, 2, 3, 4, 5, 6 4,578,930 0 0
CABELAS INC COM 126804301 27,465 500,000 SH Call DFND 1, 2, 3, 4, 5, 6 0 0 0
CABELAS INC COM 126804301 16,479 300,000 SH   DFND 1, 2, 3, 4, 5, 6 300,000 0 0
CURTISS WRIGHT CORP COM 231561101 15,817 173,600 SH   DFND 1, 2, 3, 4, 5, 6 173,600 0 0
DEPOMED INC COM 249908104 150,194 6,015,000 SH   DFND 1, 2, 3, 4, 5, 6 6,015,000 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 14,040 585,000 SH   DFND 1, 2, 3, 4, 5, 6 585,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 124,773 5,484,506 SH   DFND 1, 2, 3, 4, 5, 6 5,484,506 0 0
IMPERVA INC COM 45321L100 8,594 160,000 SH   DFND 1, 2, 3, 4, 5, 6 160,000 0 0
INFOBLOX INC COM 45672H104 73,836 2,800,000 SH   DFND 1, 2, 3, 4, 5, 6 2,800,000 0 0
INSPERITY INC COM 45778Q107 108,674 1,496,063 SH   DFND 1, 2, 3, 4, 5, 6 1,496,063 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 58,241 556,000 SH   DFND 1, 2, 3, 4, 5, 6 556,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 436,221 3,500,000 SH Put DFND 1, 2, 3, 4, 5, 6 3,500,000 0 0
MACYS INC COM 55616P104 111,528 3,010,200 SH   DFND 1, 2, 3, 4, 5, 6 3,010,200 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 447,475 33,720,786 SH   DFND 1, 2, 3, 4, 5, 6 33,720,786 0 0
PERRIGO CO PLC SHS G97822103 544,294 5,895,093 SH   DFND 1, 2, 3, 4, 5, 6 5,895,093 0 0
PINNACLE ENTMT INC NEW COM 72348Y105 18,815 1,524,700 SH   DFND 1, 2, 3, 4, 5, 6 1,524,700 0 0
QUANTUM CORP NOTE 4.500% 11/1 747906AJ4 32,861 35,550,000 PRN   DFND 1, 2, 3, 4, 5, 6 0 0 35,550,000
QUANTUM CORP COM DSSG 747906204 13,965 18,968,996 SH   DFND 1, 2, 3, 4, 5, 6 18,968,996 0 0
STEWART INFORMATION SVCS COR COM 860372101 102,902 2,315,000 SH   DFND 1, 2, 3, 4, 5, 6 2,315,000 0 0
TRONC INC COM 89703P107 15,952 945,000 SH   DFND 1, 2, 3, 4, 5, 6 945,000 0 0
WESTROCK CO COM 96145D105 145,440 3,000,000 SH   DFND 1, 2, 3, 4, 5, 6 3,000,000 0 0
YAHOO INC COM 984332106 530,071 12,298,627 SH   DFND 1, 2, 3, 4, 5, 6 12,298,627 0 0