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

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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
MONSANTO CO NEW COM 61166W101 884,657 7,581,259 SH   SOLE   7,581,259 0 0
MONSANTO CO NEW COM 61166W101 87,518 750,000 SH Call SOLE   0 0 0
MICROSEMI CORP COM 595137100 210,951 3,263,469 SH   SOLE   3,263,469 0 0
ORBITAL ATK INC COM 68557N103 13,167 99,293 SH   SOLE   99,293 0 0
DXC TECHNOLOGY CO COM 23355L106 17,593 175,000 SH   SOLE   175,000 0 0
BLACKHAWK NETWORK HLDGS INC COM 09238E104 41,989 940,411 SH   SOLE   940,411 0 0