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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
BLUE BUFFALO PET PRODS INC COM 09531U102 16,078 403,845 SH   SOLE   403,845 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 68 1,700 SH Put SOLE   1,700 0 0
CAVIUM INC COM 14964U108 2,317 29,193 SH   SOLE   29,193 0 0
GENERAL CABLE CORP DEL NEW COM 369300108 3,627 122,550 SH   SOLE   122,550 0 0
INFINITY PPTY & CAS CORP COM 45665Q103 2,309 19,500 SH   SOLE   19,500 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,141 9,750 SH   SOLE   9,750 0 0
NXP SEMICONDUCTORS N V COM N6596X109 8,693 74,300 SH Call SOLE   74,300 0 0
ORBITAL ATK INC COM 68557N103 6,723 50,699 SH   SOLE   50,699 0 0
ORBITAL ATK INC COM 68557N103 5,092 38,400 SH Call SOLE   38,400 0 0
RSP PERMIAN INC COM 74978Q105 2,559 54,585 SH   SOLE   54,585 0 0