Daud's eyes go to the winged cat over Shura's shoulder immediately, though his expression doesn't shift. The dragon then, most likely under the same disguise charm Billie managed to procure from Red. To Daud's credit (as much credit as can be given to someone who simply waltzes in the door, at any rate) he doesn't seem to have touched anything else.

"If you want people to stop breaking in, you should train your animas to guard it," he answers, with no remorse, then straightforwardly going right ahead with why he's really here.

"Lurk's back. Thought you'd want to know."