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
ADVANCE AUTO PARTS INC COM 00751Y106 418,835 2,825,000 SH   DFND 1, 2, 3, 4, 5, 6 2,825,000 0 0
ADVISORY BRD CO COM 00762W107 18,720 400,000 SH   DFND 1, 2, 3, 4, 5, 6 400,000 0 0
BAXTER INTL INC COM 071813109 99,053 1,910,000 SH   DFND 1, 2, 3, 4, 5, 6 1,910,000 0 0
BRINKS CO COM 109696104 161,896 3,028,930 SH   DFND 1, 2, 3, 4, 5, 6 3,028,930 0 0
CLUBCORP HLDGS INC COM 18948M108 10,757 670,235 SH   DFND 1, 2, 3, 4, 5, 6 670,235 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 120,528 2,025,000 SH   DFND 1, 2, 3, 4, 5, 6 2,025,000 0 0
COLGATE PALMOLIVE CO COM 194162103 12,339 168,595 SH   DFND 1, 2, 3, 4, 5, 6 168,595 0 0
DEPOMED INC COM 249908104 66,456 5,295,270 SH   DFND 1, 2, 3, 4, 5, 6 5,295,270 0 0
FORTINET INC COM 34959E109 160,051 4,173,424 SH   DFND 1, 2, 3, 4, 5, 6 4,173,424 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 125,790 5,307,612 SH   DFND 1, 2, 3, 4, 5, 6 5,307,612 0 0
INSPERITY INC COM 45778Q107 58,509 660,000 SH   DFND 1, 2, 3, 4, 5, 6 660,000 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 52,109 441,000 SH   DFND 1, 2, 3, 4, 5, 6 441,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 7,544 4,464,500 SH Put DFND 1, 2, 3, 4, 5, 6 4,464,500 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 514,579 33,720,786 SH   DFND 1, 2, 3, 4, 5, 6 33,720,786 0 0
PERRIGO CO PLC SHS G97822103 640,094 9,641,425 SH   DFND 1, 2, 3, 4, 5, 6 9,641,425 0 0
PINNACLE ENTMT INC NEW COM 72348Y105 9,760 500,000 SH   DFND 1, 2, 3, 4, 5, 6 500,000 0 0
QUANTUM CORP COM DSSG 747906204 6,542 7,518,996 SH   DFND 1, 2, 3, 4, 5, 6 7,518,996 0 0
QUANTUM CORP NOTE 4.500% 11/1 747906AJ4 34,185 35,550,000 PRN   DFND 1, 2, 3, 4, 5, 6 0 0 35,550,000
STEWART INFORMATION SVCS COR COM 860372101 102,277 2,315,000 SH   DFND 1, 2, 3, 4, 5, 6 2,315,000 0 0
TRIBUNE MEDIA CO CL A 896047503 74,142 1,989,314 SH   DFND 1, 2, 3, 4, 5, 6 1,989,314 0 0
YAHOO INC COM 984332106 570,779 12,298,627 SH   DFND 1, 2, 3, 4, 5, 6 12,298,627 0 0