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 370,173 3,175,000 SH   DFND 1,2,3,4,5,6 3,175,000 0 0
ADVISORY BRD CO COM 00762W107 18,025 350,000 SH   DFND 1,2,3,4,5,6 350,000 0 0
ALTABA INC COM 021346101 670,029 12,298,627 SH   DFND 1,2,3,4,5,6 12,298,627 0 0
BAXTER INTL INC COM 071813109 94,140 1,555,000 SH   DFND 1,2,3,4,5,6 1,555,000 0 0
BRINKS CO COM 109696104 114,833 1,713,930 SH   DFND 1,2,3,4,5,6 1,713,930 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 94,620 1,425,000 SH   DFND 1,2,3,4,5,6 1,425,000 0 0
DEPOMED INC COM 249908104 56,871 5,295,270 SH   DFND 1,2,3,4,5,6 5,295,270 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 107,557 4,450,000 SH   DFND 1,2,3,4,5,6 4,450,000 0 0
FORTINET INC COM 34959E109 167,380 4,470,610 SH   DFND 1,2,3,4,5,6 4,470,610 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 174,184 10,499,364 SH   DFND 1,2,3,4,5,6 10,499,364 0 0
ILG INC COM 44967H101 17,181 625,000 SH   DFND 1,2,3,4,5,6 625,000 0 0
INSPERITY INC COM 45778Q107 6,056 85,296 SH   DFND 1,2,3,4,5,6 85,296 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 58,365 491,000 SH   DFND 1,2,3,4,5,6 491,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 7,106 3,314,500 SH Put DFND 1,2,3,4,5,6 3,314,500 0 0
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 1,791 50,000 SH   DFND 1,2,3,4,5,6 50,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 557,067 33,720,786 SH   DFND 1,2,3,4,5,6 33,720,786 0 0
PERRIGO CO PLC SHS G97822103 728,120 9,641,425 SH   DFND 1,2,3,4,5,6 9,641,425 0 0
QUANTUM CORP COM NEW 747906501 7,340 939,872 SH   DFND 1,2,3,4,5,6 939,872 0 0
QUANTUM CORP NOTE 4.500%11/1 747906AJ4 34,661 35,550,000 SH   DFND 1,2,3,4,5,6 0 0 35,550,000
SPIRIT RLTY CAP INC NEW COM 84860W102 14,820 2,000,000 SH   DFND 1,2,3,4,5,6 2,000,000 0 0
STEWART INFORMATION SVCS COR COM 860372101 105,055 2,315,000 SH   DFND 1,2,3,4,5,6 2,315,000 0 0
WEBMD HEALTH CORP COM 94770V102 24,926 425,000 SH   DFND 1,2,3,4,5,6 425,000 0 0