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 |
| CAMERON INTERNATIONAL CORP | COM | 13342B105 | 2,735 | 43,272 | SH | SOLE | 43,272 | 0 | 0 | ||
| CAMERON INTERNATIONAL CORP | COM | 13342B105 | 4,759 | 75,300 | SH | Call | SOLE | 75,300 | 0 | 0 | |
| NATIONAL PENN BANCSHARES INC | COM | 637138108 | 10,973 | 889,979 | SH | SOLE | 889,979 | 0 | 0 | ||
| NATIONAL PENN BANCSHARES INC | COM | 637138108 | 589 | 47,800 | SH | Call | SOLE | 47,800 | 0 | 0 | |
| STANCORP FINL GROUP INC | COM | 852891100 | 4,921 | 43,209 | SH | SOLE | 43,209 | 0 | 0 | ||
| SYMETRA FINL CORP | COM | 87151Q106 | 7,751 | 243,957 | SH | SOLE | 243,957 | 0 | 0 | ||