The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| Magnum Hunter Resources Corporation | COM | 55973B102 | 38,763 | 20,729,080 | SH | SOLE | 20,729,080 | 0 | 0 | ||
| Mondelez International, Inc. | COM | 609207105 | 181,760 | 4,418,076 | SH | SOLE | 4,418,076 | 0 | 0 | ||
| PMC-Sierra, Inc. | COM | 69344F106 | 148,149 | 17,307,171 | SH | SOLE | 17,307,171 | 0 | 0 | ||
| Hologic, Inc. | COM | 436440101 | 493,575 | 12,968,332 | SH | SOLE | 12,968,332 | 0 | 0 | ||
| Esterline Technologies Corporation | COM | 297425100 | 205,319 | 2,153,543 | SH | SOLE | 2,153,543 | 0 | 0 | ||
| Bunge Limited | COM | G16962105 | 434,318 | 4,946,670 | SH | SOLE | 4,946,670 | 0 | 0 | ||
| SPDR S&P MidCap 400 ETF Trust | COM | 78467Y107 | 3,661 | 13,400 | SH | SOLE | 13,400 | 0 | 0 | ||
| SPDR S&P 500 ETF Trust | COM | 78462F103 | 6,093 | 29,600 | SH | SOLE | 29,600 | 0 | 0 | ||
| SPX Corporation | COM | 784635104 | 96,890 | 1,338,440 | SH | SOLE | 1,338,440 | 0 | 0 | ||