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
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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 477,764 2,825,000 SH   DFND 1, 2, 3, 4, 5, 6 2,825,000 0 0
BAXTER INTL INC COM 071813109 108,684 2,451,150 SH   DFND 1, 2, 3, 4, 5, 6 2,451,150 0 0
BRINKS CO COM 109696104 188,881 4,578,930 SH   DFND 1, 2, 3, 4, 5, 6 4,578,930 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 82,644 1,475,000 SH   DFND 1, 2, 3, 4, 5, 6 1,475,000 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 12,693 300,000 SH   DFND 1, 2, 3, 4, 5, 6 300,000 0 0
DEPOMED INC COM 249908104 94,970 5,270,270 SH   DFND 1, 2, 3, 4, 5, 6 5,270,270 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 96,084 4,152,306 SH   DFND 1, 2, 3, 4, 5, 6 4,152,306 0 0
INSPERITY INC COM 45778Q107 53,922 760,000 SH   DFND 1, 2, 3, 4, 5, 6 760,000 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 6,066 51,000 SH   DFND 1, 2, 3, 4, 5, 6 51,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 16,769 6,484,500 SH Put DFND 1, 2, 3, 4, 5, 6 6,484,500 0 0
MACYS INC COM 55616P104 107,795 3,010,200 SH   DFND 1, 2, 3, 4, 5, 6 3,010,200 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 467,707 33,720,786 SH   DFND 1, 2, 3, 4, 5, 6 33,720,786 0 0
PERRIGO CO PLC SHS G97822103 791,220 9,506,425 SH   DFND 1, 2, 3, 4, 5, 6 9,506,425 0 0
PINNACLE ENTMT INC NEW COM 72348Y105 21,779 1,502,000 SH   DFND 1, 2, 3, 4, 5, 6 1,502,000 0 0
QUANTUM CORP NOTE 4.500% 11/1 747906AJ4 33,974 35,550,000 PRN   DFND 1, 2, 3, 4, 5, 6 0 0 35,550,000
QUANTUM CORP COM DSSG 747906204 6,257 7,518,996 SH   DFND 1, 2, 3, 4, 5, 6 7,518,996 0 0
ROCKWELL COLLINS INC COM 774341101 102,036 1,100,000 SH   DFND 1, 2, 3, 4, 5, 6 1,100,000 0 0
STEWART INFORMATION SVCS COR COM 860372101 106,675 2,315,000 SH   DFND 1, 2, 3, 4, 5, 6 2,315,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 7,147 145,000 SH   DFND 1, 2, 3, 4, 5, 6 145,000 0 0
TRIBUNE MEDIA CO CL A 896047503 70,041 2,002,314 SH   DFND 1, 2, 3, 4, 5, 6 2,002,314 0 0
VIAVI SOLUTIONS INC COM 925550105 28,630 3,500,000 SH   DFND 1, 2, 3, 4, 5, 6 3,500,000 0 0
WESTROCK CO COM 96145D105 35,539 700,000 SH   DFND 1, 2, 3, 4, 5, 6 700,000 0 0
YAHOO INC COM 984332106 475,588 12,298,627 SH   DFND 1, 2, 3, 4, 5, 6 12,298,627 0 0