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
Expires: July 31, 2015
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
BROOKDALE SR LIVING INC COM 112463104 10,706,515 782,640 SH SOLE 782,640 0 0
CHEMOURS CO COM 163851108 32,128,089 1,458,379 SH SOLE 1,458,379 0 0
CUSHMAN AND WAKEFIELD LTD COMMON SHARES G2717C106 12,369,310 1,008,916 SH SOLE 1,008,916 0 0
DAUCH CORP COM 024061103 30,507,573 5,144,616 SH SOLE 5,144,616 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 21,593,289 906,900 SH SOLE 906,900 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 124,000,000 500,000 SH Call SOLE 500,000 0 0
LIBERTY GLOBAL LTD COM CL A G61188101 19,950,664 1,650,179 SH SOLE 1,650,179 0 0
O-I GLASS INC COM 67098H104 4,000,831 380,669 SH SOLE 380,669 0 0
SHARKNINJA INC COM SHS G8068L108 13,186,774 124,521 SH SOLE 124,521 0 0
SHARKNINJA INC COM SHS G8068L108 13,586,970 128,300 SH Call SOLE 128,300 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 49,914,589 444,515 SH SOLE 444,515 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 12,685,128 421,153 SH SOLE 421,153 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 6,024,000 200,000 SH Call SOLE 200,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 5,675,266 580,887 SH SOLE 580,887 0 0
VIATRIS INC COM 92556V106 11,860,672 877,918 SH SOLE 877,918 0 0
WESTERN DIGITAL CORP COM 958102105 4,987,024 18,437 SH SOLE 18,437 0 0