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
R1 RCM INC. Common 749397105 24,717 3,109,051 SH   SOLE   3,109,051 0 0
TIVO CORP Common 88870P106 10,102 1,073,486 SH   SOLE   1,073,486 0 0
PAPA JOHNS INT'L INC Common 698813102 7,532 189,200 SH   SOLE   189,200 0 0
EW SCRIPPS CO. Common 811054402 8,909 566,341 SH   SOLE   566,341 0 0
BUNGE LIMITED Common G16962105 6,894 129,000 SH   SOLE   129,000 0 0
ZAYO GROUP HOLDINGS Common 98919V105 4,168 182,500 SH   SOLE   182,500 0 0
JACK IN THE BOX Common 466367109 1,359 17,500 SH   SOLE   17,500 0 0
NIELSON HOLDINGS PLC Common G6518L108 8,970 384,500 SH   SOLE   384,500 0 0
GENWORTH FINANCIAL INC. Common 37247D106 10,205 2,189,931 SH   SOLE   2,189,931 0 0
TIVO Jan 9 15 Common 88870P106 282 30,000 SH Call SOLE   30,000 0 0
NLSN Feb 9 28 Common G6518L108 5,049 216,400 SH Call SOLE   216,400 0 0