I have no grand advice since my meeting with ds' K teacher tanked BADLY. What I learned from my meeting (apart from the whole feather ruffling thing), is to ask the teacher to give you a clear appraisal of what she is observing in class. I wish I had asked more about this at our meeting. I think it would've helped me immensely to know (earlier in year) that my ds is happy as a clam to bring his ability level down to that of his classmates.
I love the idea of the hypothesis: is he misbehaving because he's bored, not fitting in socially, impulsive, oppositional? Hopefully his teacher will fe an active participant in the "research".